To Inform:  Earlier this week, Fidelity Investments hosted a lunch with a senior member of their Capital Market Strategy Group to provide their views on the markets.  I (Travis) had the privilege of attending the lunch and it was a terrific opportunity to consider how Fidelity’s thoughts on markets line up with how we are […]

To Inform: At this week’s Portfolios at Panera, TJG’s Portfolio Manager, Aaron Filbeck, led our discussion that focused on one dimension of the portfolio construction process: active vs. passive management in The Joseph Group’s objective-based portfolios. As a quick refresher, the primary objective of a passive manager is to replicate the performance of an index, […]

To Inspire:  Mark and I (Matt) were privileged to attend the OSU College of Social Work Scholarship Dinner earlier this week.  The dinner celebrates the field of social work and recognizes students at OSU who are pursuing a Master’s Degree in Social Work. The Joseph R. Palmer Memorial Scholarship is given each year to a […]

To Inspire: Perhaps you have heard of Open Door Art Studio & Gallery here in Columbus, Ohio.  Open Door is home to 112 artists with disabilities.  They have access to the studio Monday through Friday to enjoy “expression without limitation.”  On Wednesday, March 20th, we held our second Women’s GatHERing at Open Door Art Studio […]

To Inform:  Earlier this week, JP Morgan released its Global Asset Allocation Views for the 2nd quarter.  Overall, JP Morgan is slightly defensive in their views and recommend a slight overweight to bonds and a slight underweight to stocks as they expect markets to remain “range-bound” in the months ahead.  As we read through their […]

To Inform: Earlier this week, three members of The Joseph Group team (Mark Palmer, Aaron Filbeck, and Travis Upton) attended the 6th Annual Ohio Institutional Investment Forum.  The event largely consisted of panel discussions of Chief Investment Officers and Portfolio Managers from organizations such as The State Teachers Retirement System of Ohio, the Cleveland Clinic, […]

To Inspire: Two weeks ago, CBS Sunday Morning shared the touching story of 11-year-old Ruby Chitsey of Harrison, Arkansas who sometimes joins her mom Amanda, a nurse, when she travels to local nursing homes to provide basic medical care.  It was on one of those visits that Ruby started going into residents’ rooms with her […]

To Inform:  The global stock market has had a terrific start in 2019, with the MSCI All Country World Index returning over 7% in January and adding to those gains in February.  The key question on investors’ minds is “will the stock market gains continue?” As we discussed at a recent “Portfolios and Pints” event, […]

To Inspire: Perhaps you’ve heard of Meb Keflezighi, a world-class marathoner and an American citizen originally from Eritrea – a small war-torn country on the horn of Africa.  For all of us facing the challenge of aging, Meb’s story (shared in the March 2019 issue of Guideposts Magazine) is a great inspiration.  Meb Keflezighi*   […]

To Inspire: I (Matt Palmer) am just getting back from a four-day trip to visit our daughter, Mary Grace, who is doing a year of volunteer work at the St. Joseph Center which serves individuals and families experiencing homelessness on the west side of LA.  Here is a quick video that shares my experience at […]