To Inspire:   Social scientists say that, generally, older adults report higher levels of happiness than younger adults, and often cite reason such as better financial stability and more stable relationships. Writer and social scientist Arthur C. Brooks says that happiness doesn’t happen by luck, but comes from personal work and careful attention. Brooks notes […]

To Inform: Last night I had the privilege of attending the meeting of a local investment partnership. This group of savvy business owners and professionals meets monthly to enjoy amazing food, allocate capital within their investment fund, and serve as a “think tank” for local and global economic conditions. Part of the meeting involves reviewing […]

To Inspire: Earlier this week, our firm was privileged to take (via charter bus) 44 women (clients and friends) for a daylong gathering at the Ohio Reformatory for Women (ORW) in Marysville. These women spent the day with a group of women incarcerated there – most serving sentences of 15 years or more. Many of […]

To Inform: An interesting question was posed to House Speaker Nancy Pelosi this week: “Over the course of your career has your husband ever made a stock purchase or sale based on information he received from you?” The answer was, of course, “No, absolutely not.” This isn’t a partisan issue as Congressional Representatives from both […]

To Inform:  Death and taxes; we know the saying. In spite of the certainty, all of us fail to give our estate plan the attention it deserves. It’s easy to avoid and none of us enjoys thinking about our…well, you know. On top of that, you’ve already signed your estate documents so you’re done, right? […]

To Inspire: A select group of clients and I have been working through a mid-year assessment—considering: What did you set out to do at the beginning of the year? Where are you at this midpoint of the year? What went right? What went wrong, and why? What are you regretting? What’s your next step? Brené […]

To Inspire: This week I (Michelle) want to talk about friendship. Just weeks ago, one of our dearest friends died suddenly, unexpectedly. It was – and still is – heartbreaking. It can be so hard to make friends as adults, but my husband and I became friends with Dan just a few years ago, with […]

To Inform:  I was at flagship branch of Huntington Bank the other day and as I admired the ornate ceiling my eye caught an engraving above the entrance hall. The line, attributed to one of the sons of the bank’s founder is as follows: “In prosperity be prudent, in adversity be patient.” This quote is […]

To Inform: Earlier this week The Joseph Group’s Investment Committee (IC) met and discussed market thoughts for the second half of 2022 and how we want to position client portfolios across asset classes. The backdrop for the discussion was the idea markets are likely to be stronger later in 2022 (see last week’s WealthNotes) but acknowledging […]

To Inspire: As we step into this 4th of July weekend, author Matthew Kelly’s newest book, The Generosity Habit, continues to inspire me. Here are some more of his tips, adapted a bit for this most special of American holidays: Idea #14 – Praise someone you know publicly. While it is best to provide constructive […]