The Joseph Group

Wealth Notes: Inform

Wealth Notes is a regular digest provided to you: our valued clients and friends. Our goal with each issue of WealthNotes is to provide you with two perspectives on wealth: one that aims to inspire and the other that aims to inform.

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  • Is 2018 The Worst Investing Year in History?

    December 13, 2018

    To Inform:  The attention-grabbing headline was purposeful.  Declines for major asset classes (like stocks and bonds) have not been especially deep in 2018, but when you look across asset classes, by some measures, markets have never seen a year where so many asset classes have negative returns. A couple of weeks ago, the chart below […]

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  • Investment Update: Managing Risk and Client Objectives

    December 7, 2018

    Investment Update:  Earlier this week, the advisors and investment professionals which make up The Joseph Group’s Investment Committee gathered in front of the screen in our team area and talked about what has changed in the markets during the last few trading days. Last week, market behavior supported the idea that the typical 4th quarter […]

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  • Is the Upcoming G-20 Summit Something to be Thankful For?

    November 21, 2018

    To Inform:  Source:   Earlier this week, The Joseph Group hosted our very first Portfolios & Pints at Land Grant Brewery.  Very similar to our monthly Portfolios at Panera, this was an opportunity to talk about markets and answer questions about what we are doing in client portfolios. Starting a new evening gathering brought […]

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  • What’s Yellen Yellin’ About?

    November 1, 2018

    To Inform:  Earlier this week, Jeff Tudor, CRPS, Client Advisor, and Aaron Filbeck, CFA, CAIA, CIPM, Portfolio Manager, attended the Schwab IMPACT Conference hosted in Washington D.C. This annual conference is a great opportunity for firms like ours to attend educational sessions on investments, financial planning, technology, and practice management topics. Among the keynote speakers […]

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  • Will Santa Claus Bring a Post-Election Gift?

    October 25, 2018

    To Inform:  October has been a rough month for the markets, to say the least, but in a few weeks, we are about to enter what historically has been one of the best 9-12-month periods for the stock market.  In the midst of the market turmoil, is Santa Claus getting his sleigh ready to bring […]

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  • Looking for Leadership in the Midst of the Market Correction

    October 17, 2018

    To Inform:  One of the theories we have after last week’s market correction is that we might see stock market leadership shift to a different group of stocks.  So far this year in the U.S., “growth” stocks, particularly technology companies, have dominated “value” and dividend-paying stocks.  Based on a number of metrics, the historical relationship […]

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  • Thoughts on Recent Market Correction

    October 12, 2018

    To Inform:  There are two types of market corrections and anytime market volatility is more extreme than usual, we always need to be asking which of the two types of correction might be happening. A technical or “fear” based correction is typically fast, furious and short lived.  There is typically some sort of headline/catalyst (i.e., […]

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  • How Does the Make Up of This Year’s Stock Market Returns Differ from Last Year?

    October 4, 2018

    To Inform:  In 2017, global stock markets were firing on all cylinders.  Earnings were growing, companies were paying dividends, prices were going up, and a weaker dollar even provided a tailwind for foreign stock returns.  In 2018, returns in the global stock market have been harder to come by despite tax reform creating a boost […]

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  • Growth and Value Stocks: What Are They?

    September 27, 2018

    To Inform:  In our industry, we tend to throw around the terms “growth” and “value” when trying to describe stocks and investment styles. When you hear us use phrases like “this is a growth stock” or “this mutual fund manager invests in value stocks,” what do we actually mean? Growth companies tend to be those […]

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  • Is There a Bear Market in Diversification?

    September 18, 2018

    To Inform:   Source: Shutterstock   Earlier this week I listened to a webcast put on by the fund managers of a flagship “best ideas” global allocation fund from a major investment bank.  I’m taking some liberties to summarize a conversation I had with a friend during the webcast, but the conversation went something like this: […]

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