To Inform: Earlier this week we held our December Portfolios and Pints event. As part of the discussion, in what has become a bit of an annual tradition, we shared an updated summary of “Long Term Capital Market Assumptions.” It’s an intimidating sounding term, but “Capital Market Assumptions” (borrowing phraseology from JP Morgan) “provide return […]

To Inform: As we near the end of 2024, it looks like this year will be like last in some respects. As in 2023, the US stock market has done well, but “the average stock” is underperforming the S&P 500. A way to measure the performance of the average stock is by looking at the […]

To Inform: “We have nothing to fear but fear itself.” These words were spoken by President Franklin D. Roosevelt in his first inaugural address in 1933. Regardless of your thoughts on FDR (I have a few), these words were a salve to a nation wracked by economic turmoil and social unrest. Not a year earlier […]

To Inform:   Estate planning is often viewed as a task reserved for the wealthy and admittedly not something most of us want to consider, but the truth is, everyone can benefit from having a solid estate plan in place. It’s not just about distributing assets after death; it’s about ensuring that your wishes are […]

To Inform: Wow. The U.S. stocks posted a massive gain the day after the election of Donald Trump as the 47th President of the United States. The popular Dow Jones Industrial Average was up 1,508 points (+3.6%) on November 6th and all of the most closely watched U.S. indices (Dow, S&P 500, NASDAQ) closed at […]

To Inform: This time next week we’ll (hopefully) know the winner of this coming Tuesday’s presidential election. There are enormous policy implications of a Trump or Harris administration and today the race sits on a knife’s edge. We’ll sort through a few key indicators – polling, betting markets, and market action – to get a […]

To Inform: As we approach the end of 2024, for some this is an opportune time to give to charities, churches and other non-profits we’re passionate about, especially as the holidays draw near and the picture becomes clearer on how income and taxes will shake out. There are many avenues in which you can give, […]

To Inform: Yesterday, The Joseph Group’s Chief Investment Officer Alex Durbin and I had the opportunity to attend the 8th Annual Ohio Private Wealth Forum, put together by Markets Group. The event is a gathering of Investment Advisors and Fund Managers and an opportunity to share best ideas through panel discussions, topic roundtables, and one […]

To Inform: As we enter the final quarter of 2024 there are several events on the horizon that could be major catalysts for markets. In a recent discussion with The Joseph Group’s Investment Committee, we discussed some of these catalysts and what the potential impacts these could have on markets. In this WealthNotes, we’ll look […]

To Inform: Earlier this week, members of The Joseph Group Investment Strategy Team (Alex Durbin, Jake Lindaberry, and Travis Upton) attended a mini conference at the JP Morgan Complex in Polaris, outside of downtown Columbus. The conference included presentations from fund managers and other investment professions focused on the bond market. We came back with […]