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The Joseph Group

Wealth Notes: Inform

  • Quotes from the Ohio Registered Investment Advisor (RIA) Summit

    June 27, 2025

    To Inform: Earlier this week, TJG Chief Investment Officer Alex Durbin, Summer Intern Avery Rice, and I (Travis) attended the Ohio RIA Summit in Downtown Columbus. It was a gathering of investment managers and financial advisors across Ohio and an opportunity to share ideas and best practices. I had the good fortune to serve as […]

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  • A Tale of Two Siblings — How Our Money Stories Are Formed

    June 20, 2025

    To Inform: When I joined The Joseph Group this summer as an intern, I was excited not only to grow in financial knowledge but also to understand the emotional and psychological factors that shape our money decisions. As a student of both finance and psychology, I was recommended a book that quickly became a favorite: The […]

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  • Predictions – Hold on Loosely

    June 13, 2025

    To Inform: There is a tension in the investment world. Predictions can be valuable and are important exercises. Here, having an imagination can be a valuable tool. Anticipating where markets are heading requires one to think about a range of possible outcomes. Sometimes those outcomes seem murky, sometimes they seem crystal clear. But even when […]

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  • Charts I Find Interesting

    June 6, 2025

    To Inform: Every month our Chief Investment Officer, Alex Durbin, puts together a packet of charts with perspectives on markets and asset classes we call our Market Health Analysis (MHA). While Alex puts the ultimate document together, I try to help him out at the beginning of the month by putting charts I find interesting […]

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  • Market Wisdom from Willie Nelson and Waylon Jennings

    May 30, 2025

    To Inform: One of the greatest country songs put to vinyl was a collaboration between Waylon Jennings and Willie Nelson titled “Mamas Don’t Let Your Babies Grow Up to be Cowboys.” My favorite line in the song is “He ain’t wrong, he’s just different.” There are some things about our philosophy here at TJG that […]

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  • The Bond Math, Deficits, and “One Big Beautiful Bill”

    May 23, 2025

    To Inform:  It’s hard to believe how quickly things are moving in Washington, D.C. As I type this, Travis Upton, CEO of The Joseph Group, is barreling down on the city in a tour bus, accompanying a gaggle of high school choir students. I can’t help but wonder if he also attempts a little bit […]

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  • 401(k) Investors Structurally Set Up for Success During Market Volatility

    May 16, 2025

    To Inform: Earlier this week I had a conversation with a friend and business owner for whom The Joseph Group serves as advisor to his company’s 401(k). Here is a summary of part of our conversation: Friend: “Travis, what did the market do today?” Travis: “Flat today, but this week the S&P 500 turned positive […]

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  • Market Responding to ‘Better’ Trade News

    May 9, 2025

    To Inform: A few weeks ago, we wrote in this space the importance of distinguishing “good/bad” from “better/worse.” The market, a forward-looking indicator, isn’t so much concerned about the current state of corporate earnings or the macroeconomic backdrop in general as it is the trajectory of those things. In early April, economic indicators were (and […]

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  • Tax-loss Harvesting

    May 2, 2025

    To Inform: Realizing that we are comfortably through the April 15th tax filing deadline (for those of you not on extension) we don’t want to look at tax planning as simply a thing we think about when you file your return. As Wealth Advisors we want tax to be a planning topic we touch on […]

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  • Spinach and Candy

    April 25, 2025

    To Inform: This week, Joseph Group’s CEO Travis Upton and I had the pleasure of sharing our latest thoughts on what to make of markets in light of a tremendous shift in global trade policies. Borrowing a turn of phrase from a DC-based policy researcher, I likened what we’ve seen regarding tariffs over the past […]

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