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 […]

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 […]

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 […]

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 […]

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 […]

To Inform: Close your eyes…imagine yourself a year ago at this time. It was May 2019, the high temperature in Columbus was 82 degrees and the S&P 500 was within a few dozen points of where it is today. Then, our biggest worries were trade concerns with China. Today, at similar levels in the S&P […]

To Inform: Every Monday morning The Joseph Group’s management team gets together for our weekly leadership meeting. One of the items on the agenda each week is our “quick hitters” – items which will only take a minute or two to talk about in order to provide information or to make a quick decision. With […]

To Inform: Earlier this week we had a number of clients and friends take part in our Portfolios at Your Place videoconference. One of the key items we talked about was what things might look like when the economy starts to reopen and the related investment implications. COVID-19 is a global health crisis and a […]

To Inform: If you’re like me, looking to the past can be a great way to find lessons on how to navigate the present. On Winston Churchill’s first day as Prime Minister of the United Kingdom, Adolf Hitler invaded Holland and Belgium. The evacuation of British troops surrounded at Dunkirk was only two weeks away. Over […]

To Inform: By now, you probably have seen the CARES Act was signed into law last Friday, March 27th.  As a response to the COVID-19 pandemic, CARES stands for “Coronavirus Aid, Relief, and Economic Security.” The size of this economic relief is unprecedented as the legislation provides $2 trillion in funding. Similar to other financial […]