To Inform: This week we are continuing to unpack our “Top 5 Investment Themes for 2020.” These themes reflect the major discussion points we are currently having in our Investment Strategy Team meetings and are driving the way we are positioning client portfolios. This week’s theme is “Focus on Scenarios, Not Forecasts.” This time of […]

To Inspire At The Joseph Group, we always talk about living a great life one story at a time and this is an incredible story about Amit Tandon, an eye surgeon at The Ohio State University who is helping extremely impoverished people in developing nations regain their vision. According to the National Eye Institute, “a […]

To Inform: Earlier this week we held a successful Portfolio and Pints event where we unpacked The Joseph Group’s “Top 5 Investment Themes for 2020.” For those who were unable to make the event, we also plan to feature some of those themes over the next few weeks in the “To Inform” portion of WealthNotes. […]

To Inspire Carl Allamby did not understand why he needed to take a biology class while pursuing a business degree he planned to use to help grow his small business. He took the class only when told he needed it to graduate, but within the first hour, he knew his path had to change. That […]

To Inform: At next week’s Portfolios and Pints event we plan to focus on The Joseph Group’s “5 Investment Themes for 2020.” For those unable to make next week’s event, we also plan to unpack some of those themes over the next few weeks in the “To Inform” portion of WealthNotes. Our “Top 5 Investment […]

To Inspire:  January is a great month for each of us to examine our lives to make sure that we’re living out our own unique purpose with great passion and a sense of real contribution to those around us. In The 8th Habit: From Effectiveness to Greatness, bestselling author Steven Covey encourages us to build […]

To Inform: To paraphrase the Wizard of Oz, “Impeachment, Iran drone strikes, Recession, oh my!”  The financial markets have been dealing with a lot over the last few months.  The 3rd quarter ended on Monday, and despite the swings, it was a positive quarter for many asset classes and most portfolios.  However, as I’m writing […]

To Inspire: We continue our focus on great daily habits that help us live great lives and become the best version of ourselves.  Below are excerpts on an article on how to bring more joy into your life written by Mark W. Merrill, also known online as the All Pro Dad.  Perhaps one or more […]

To Inspire: Last week’s CBS Sunday Morning shared a heartwarming story about 3-year-old Quinn Waters of Weymouth, MA.  Aside from immediate family, no one is allowed in the house to him.  More importantly, Quinn can’t go out: Quinn’s natural immunity was temporarily wiped out after he got a stem cell transplant a few months ago […]

To Inform: With interest rates across the world continuing to decline, a curious thing happened here in the U.S. this week.  The interest rate on a 30-year Treasury, also known as the “long bond” dropped below the dividend yield on the S&P 500. While not unprecedented, stocks paying more in dividend income than the long […]