To Inform: It’s the beginning of July which means the year is half over and the second quarter (April – June) is in the rearview mirror. Each month, The Joseph Group’s Investment Strategy Team puts together our Market Health Analysis, a packet of charts which looks at current events and different asset classes to inform […]

To Inspire: I (Michelle) had the lovely opportunity to spend a few quiet days at the beach recently, a quick get-a-way with our “quarantine pod” to celebrate a recent retirement. Despite being born and raised in very land-locked Central Ohio, I’ve always loved the ocean, and spent as much time as I could relaxing on […]

To Inform:  The Samuel Beckett play “Waiting for Godot” centers around two men who are waiting for a man named Godot. The men spend the entire play waiting for Godot who, in the end, never does makes an appearance. As investors there can be periods where it feels like investing in a certain style or […]

At The Joseph Group, we are blessed to have so many great outside partners who deliver on the promise of great service and execution. One of these partners is Brigette Lafferty, a Retirement Plan Administrator with Rea & Associates. Brigette has over 14 years of experience in this industry and as a grizzled veteran of […]

To Inspire:   Lawrence Lovasik has written a wonderful little book that I (Matt) heartily recommend, “The Hidden Power of Kindness: A Practical Handbook for Souls who Dare to Transform the World, One Deed at a Time.” In this week’s WealthNotes, we share some excerpts including some specific advice he has in Chapter 11 on […]

To Inform:   When you think of some of your biggest dreams in life, perhaps it’s providing for your family, owning a home, or traveling the world, the financial aspect of it can be overwhelming. You may be asking yourself “Where do I even start? What should I be doing now to ensure that I […]

To Inspire:   Based on things I’ve read and conversations with friends, it seems like a lot of people spent at least some of their pandemic lockdown time decluttering. Here at The Joseph Group, we’re thrilled to be welcoming clients and friends back into our office, but after more than a year of being mostly […]

To Inform: The concept that prices are rising and inflation is here is pretty widely agreed upon, and we would say is a consensus idea. Recently, I had my own encounter with inflation. On my way home earlier this week, my car dinged to tell me I was running low on gas. I thought, “no […]

To Inform: A sentiment we often hear is “I want to buy stocks, but I’m waiting for a pullback.” Another variation of this sentiment might sound like this, “I don’t want to buy stocks right now, the market is trading at all-time highs.” These are reasonable views. After all, it’s prudent to want to buy […]

To Inspire: Try this quick exercise: Sit quietly with a pen and paper. Set a timer for five minutes. List all the challenges, obstacles, or problems you are currently dealing with. How many did you come up with? Was five minutes long enough for you to list them all? Norman Vincent Peale said, “Problems are […]