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.

Join our mailing list to keep up to date.

  • What a Week in the Financial Markets!

    August 2, 2019

    To Inform: Wow, what a week in the financial markets.  This week saw three big market-moving events: 1.  July 31, the Federal Reserve cut interest rates by 0.25% in a move that was widely expected.  Before and after the announcement, the market was generally flat but had a sharp negative reaction during Chairman Powell’s press […]

    More Info
  • The World May Not Be Flat, But Earnings Are

    July 26, 2019

    To Inform:  The stock market is currently in the midst of quarterly earnings season.  As of July 25th, 61 companies within the S&P 500 are reporting their earnings for the 2nd quarter, and next week, 160 companies are reporting. So, with the stock market hovering around record highs, earnings growth for U.S. companies must be […]

    More Info
  • The Market Says – “Give Me Rate Cuts!

    July 12, 2019

    To Inform: One question I (Travis) get often from people who know what line of work I’m in is “what’s driving the market?”  The financial certifications I studied years ago would suggest the answer to that question should be corporate earnings, cash flows, valuations, and economic growth.  Lately though, the conversations seem to gravitate toward […]

    More Info
  • All Eyes on the G20 Summit This Weekend

    June 28, 2019

    To Inform:  This Friday and Saturday, the G20 Summit of world leaders is being held in Osaka, Japan.  President Trump is already in Osaka as this note is being typed and multiple global issues will be discussed including global climate change, North Korea denuclearization, and tensions with Iran. Source:   Perhaps the biggest focus […]

    More Info
  • J.P. Morgan’s Wealth Management Conference Re-Cap

    June 14, 2019

    To Inform:  Earlier this week, I (Travis) attended J.P. Morgan’s Wealth Management conference in New York City.  The two-day conference was an opportunity to hear the big picture outlook on markets from J.P Morgan’s Chief Global Strategist, views on asset classes from multiple portfolio managers, and perspectives on how firms like The Joseph Group can […]

    More Info
  • Trump’s Tariffs Made Travis’ Wife Happy

    May 22, 2019

    To Inform:  Is Trump’s decision to raise tariffs from 10% to 25% on $200 billion dollars’ worth of Chinese goods impacting consumer behavior?  It sure did at the Upton house.  Here is the story: My wife has wanted to replace our kitchen floor for years.  Our kitchen has the original vinyl flooring from when our […]

    More Info
  • Game of Incentives?

    May 15, 2019

    To Inform:  I’m sure all of us are tired of seeing trade talks pop up in the news, and wish it would be done already…too bad! In most recent news, talks between the U.S. and China have not completely collapsed, but tensions between both parties continue to escalate. A quote from Brian Westbury, Chief Economist, […]

    More Info
  • New Highs for US Stocks – What Do We Want to See Next?

    April 25, 2019

    To Inform: Earlier this week, the S&P 500 index officially closed at a new all-time high, eclipsing the last high achieved on September 20th of last year. Courtesy of Yahoo Finance, here is what the chart of the S&P 500 looks like from September 20th of last year through the close on April 23rd of […]

    More Info