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 Your Estate Plan Set Up for Success?

    July 2, 2020

    To Inform:  Death and taxes; we know the saying. In spite of the certainty, all of us fail to give our estate plan the attention it deserves. It’s easy to avoid and none of us enjoys thinking about our…well, you know. On top of that, you’ve already signed your estate documents so you’re done, right? […]

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  • The “Right Portfolio”

    June 19, 2020

    To Inform:  “There is no one right portfolio, but there is one that is right for you.” This quote from author Larry Swedroe is worth remembering, especially when markets are experiencing bouts of volatility. Our holistic approach of weaving your portfolio, plan, and purpose together as a cohesive roadmap to financial security acknowledges this principle. […]

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  • What is the Swedish Model?

    June 12, 2020

    To Inform:  This week, COVID-19 is back in the news as certain states have seen a rise in positive cases even as the overall U.S. positive testing rate declines. The chart below provides some context. Even though the percentage of COVID-19 tests with a positive result continues to fall across the U.S., states including Arizona, […]

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  • Where Are Potential Opportunities as the Market Moves Higher?

    June 5, 2020

    To Inform: We can hardly believe it ourselves, but many broad market indexes are currently within spitting distance of breakeven for the year, with individual sectors such as health care and technology now reflecting positive returns for calendar year 2020. As markets move higher (and more expensive), where are the best potential future opportunities? In […]

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  • Markets Tend to Care More About Better/Worse than Good/Bad

    May 29, 2020

    To Inform:  Recent conversations with clients have had a common theme – “how can the stock market be performing so well recently when the economic data is so bad?” We believe the answer lies in the idea that markets tend to respond more to “better or worse” than they do to “good or bad.” Even […]

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  • Weeks Where Decades Happen

    May 22, 2020

    To Inform: “There are decades where nothing happens, and then there are weeks where decades happen”. This quote, attributed to Vladimir Lenin, rings particularly true today. For long stretches of time, the social, political, and economic arrangements of a society operate within ranges that all participants can at least recognize if not agree with. The […]

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  • Thinking About Dividends

    May 15, 2020

    To inform:  Earlier this week TJG Portfolio Manager Alex Durbin and I had a chance to have a video call with Mark Nabi, an Investment Director at Capital Group, regarding the status of company dividend payments in the current environment. According to Nabi, “dividends remain an important source of income for investors, but with much […]

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  • A New Phase and A More Quick Hitters

    May 8, 2020

    To inform:  Coming into the office today was different. Being a financial firm, The Joseph Group is an “essential business” so we’ve had a few people in the office each day for the last eight weeks keeping socially distant from one another. The area around our downtown Columbus Arena District office has been largely empty […]

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