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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  • A “Tail” of Two Markets

    February 14, 2019

    To Inform:  The S&P 500 rebounded +7.9% in January after a large drawdown of -9.2% in December. Those are some big numbers for one month periods, but neither should really be considered “normal.” Source: Payden & Rygel   The chart from Payden & Rygel is a nice visual of the historical monthly returns dating back […]

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  • January’s Portfolios at Panera Discussion Recap

    February 6, 2019

    To Inform:  At last week’s Portfolio’s at Panera event, we asked the attendees to be Portfolio Managers for the morning.  Each client/friend of The Joseph Group was given a worksheet and was asked if they were managing an investment portfolio, whether they would be “Overweight,” “Underweight,” or “Neutral” across four primary asset classes.  The discussion […]

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  • Where is Market Leadership in the January Rally?

    January 24, 2019

    To Inform:  So far in 2019 the market for stocks and other risky assets has rallied and is beginning to recoup losses from late last year after ending 2018 with the worst December for the S&P 500 since 1931.  In the Joseph Group’s Investment Strategy Team meetings, we often like to look below the surface […]

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  • Lots of Investment Thoughts as We Start 2019

    January 9, 2019

    To Inform:  This WealthNotes “To Inform” piece is likely to run a little longer than normal as we take a look back at the sharp market correction that culminated 2 weeks ago, discuss what we are seeing in markets today, and share how we are positioning portfolios going forward. Looking Back: The Grinch certainly stole […]

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  • Fed Up?

    December 20, 2018

    To Inform:  During yesterday’s Federal Reserve announcement on interest rates, members of The Joseph Group team gathered around the TV in our team area to watch the announcement and the market reaction.  At 2:00 pm, the announcement came across that the Fed was increasing the Fed Funds rate by 0.25% (from 2.25% to 2.50%) and […]

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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: https://DCEBrief.com   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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