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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  • Thinking in Terms of Two Time Frames

    March 25, 2020

    Stepping Back from the Noise As I type this, the Dow is up over 1,400 points and every single asset class on the tracking list I keep on my phone is green. It’s certainly nice to take a deep breath, but the rising market isn’t going to change one thing I planned to discuss in […]

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  • What a Difference a Month Makes

    March 20, 2020

    To Inform: It was a bit surreal writing “March 19, 2020” at the top of this paper as the date marks the one-month anniversary of the all-time high in the stock market.  On February 19th, major stock indexes closed at their all-time high and economic numbers, corporate earnings, and consumer confidence were strong and showing […]

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  • Realism and Optimism: Key to Success

    March 13, 2020

    To Inform:  The Stockdale Paradox is a concept popularized by the book Good to Great by Jim Collins. The name refers to Admiral James Stockdale who was the highest-ranking U.S. military officer in the “Hanoi Hilton” prisoner-of-war camp during the height of the Vietnam War. According to the concept, balancing realism and optimism in a […]

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  • Portfolio Thoughts and Questions

    March 6, 2020

    To Inform:  After a week of 1000 point moves in the Dow in both directions, it’s strange seeing another down -700 points (as I’m typing this) but knowing the U.S. stock market is actually UP over 2% from where it was a week ago. We continue to pray for the people impacted by the coronavirus […]

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  • Corrections, Viruses, and Three Things We Are Focused On

    February 28, 2020

    To Inform:  As we said in a separate client update, what a difference a week makes. The S&P 500 hit an all-time record high on February 19. A week ago, leading economic indicators were hitting new highs and a large percentage of corporate earnings reports were exceeding expectations. Then the Coronavirus news hit… in the […]

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  • Bright Spots: U.S. Consumers

    February 21, 2020

    To Inform: If you’ve been paying attention to the news lately, it seems the financial media is focused on negative headlines. Despite concerns related to Coronavirus, 2020 U.S. elections, and uncertain geopolitical risk, it’s worth noting that there is still good news to be found. One area of good news is the state of the […]

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  • Thoughts on the Wuhan Coronavirus

    February 14, 2020

    To Inform: It’s not the most fun thing to think about on Valentine’s Day weekend, but our financial news feed is being dominated right now by the Wuhan coronavirus and its potential impact on the global economy. While our discussion here focuses on the economic impact, our prayers are for the much more terrible human […]

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  • Focus on Scenarios, Not Forecasts

    February 7, 2020

    To Inform: This week we are continuing to unpack our “Top 5 Investment Themes for 2020.” These themes reflect the major discussion points we are currently having in our Investment Strategy Team meetings and are driving the way we are positioning client portfolios. This week’s theme is “Focus on Scenarios, Not Forecasts.” This time of […]

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