To Inform:  Not long ago we were brainstorming New Year’s Resolutions. Some people went with perennial favorites – more exercise, eating healthier, more family time and travel (especially as Covid-19 subsides), while some resolved to get their finances in order. What better way to achieve that goal than to start with a budget? Why even […]

To Inspire: Chris Lowney, in his book “Heroic Living” shares the importance of gratitude and optimism in catapulting us forward in life. Here, Matt Palmer shares an excerpt from the chapter entitled, “Let Gratitude and Optimism Move You Forward.” “Nikki Giovanni reminds us in a poem of hers that “we are better than we think […]

To Inform: I was having a conversation with Client Advisor and Team Leader Dave Suchland this morning and I asked, “what’s the biggest question you are getting when you are having discussions with clients?” Dave replied, “the biggest question is definitely around all of this stimulus money and how it might impact inflation and markets.” […]

To Inspire: Here at The Joseph Group we love books. We like to read them and we love to share the good ones with clients and friends. Dr. Brene Brown’s book “Dare to Lead” is one of our favorites. In one of Brown’s other best-sellers, “The Gifts of Imperfection,” she tackles perfectionism, writing, “Perfectionism is […]

To Inform: Before we dive in, let’s provide some background. Clients of The Joseph Group know when we talk about “asset classes,” we don’t just focus on stocks and bonds. We divide up the asset allocation pie chart into five different categories in an effort to clarify the purpose of the asset class in the […]

To Inspire:   I love fresh asparagus! Especially right off my charcoal grill next to a ribeye steak and baked potato. Yum! When I was a kid growing up in rural Wisconsin, my grandmother knew all the spots along the roadside where the wild asparagus grew. I remember―even now―going for a drive and picking it. […]

To Inspire: Why does it take a crisis to bring out our very best? Chris Lowney, in his book, “Make Today Matter: 10 Habits for a Better Life and World,” shares in it the story of his friend Paul. A vibrant young father of two sons and the principal breadwinner for his family, Paul had […]

To Inform: If you’ve picked up a newspaper this week or watched any financial news, you’ve seen that interest rates have moved sharply higher in recent weeks, culminating in last week’s intraday spike to 1.61% in US 10-year treasury bonds. While this may not sound like a lot, it’s important to consider the rate of […]

To Inform: If you’ve been reading or watching the news you’ve most likely seen the fraud occurring with Ohio’s unemployment claims. This has hit too close to home as several Joseph Group clients and even team members have had their information compromised. Hopefully we are all taking precautions and shredding important documents, using strong and […]

To Inspire: I’m obsessed with NASA’s Mars Perseverance, the rover that landed on the red planet last week. It’s probably because I’ve read science fiction all my life – my father and older brother both read sci-fi when I was a kid – so I’ve always been interested in space. The Perseverance is the most […]