To Inform: Talking with your adult children about money doesn’t have to mean you’re committing to a big, serious “summit.” It can simply mean staying open to the idea and taking a few gentle first steps when it feels right. You might start by just asking yourself: “If something unexpected happened, would my kids know […]

To Inform: American political scientist Francis Fukuyama wrote a book in 1992 titled The End of History and the Last Man. In his book Fukuyama posited that Western-style democracy was the final form of government for all nations and that the world would soon see more cooperation between nations, freer trade, and less war. Geopolitical […]

To Inform: I had a conversation with an industry colleague this week and I told him one of the things I enjoy most about my role is that I get to lead a team tasked with going a mile wide across the investment landscape. This span of coverage, however, requires the Investment Strategy Team at […]

To Inform: Earlier this week I had the opportunity to attend a meeting of a group of astute investors who run an investment partnership. After enjoying fantastic food, we started reviewing the holdings in their stock portfolio and made an interesting observation – the stocks which had been the leaders in the portfolio last year […]

To Inform: As January comes to a close, many New Year’s resolutions may already be fading, but it’s not too late to get your financial house in order. Acting now can help to ensure a strong finish to the 2025 tax year and set the foundation for a successful 2026. This week we’re sharing a […]

To Inform: On the ropes in the 1990s, Apple was casting about for a slogan to power a marketing campaign. “We’re back” was tried, but the recently returned Steve Jobs said, “the slogan was stupid because Apple wasn’t back [yet].” The idea of “Think Different” came to a member of the company’s external marketing team. […]

To Inform: Earlier this week The Joseph Group’s CEO Travis Upton and I conducted what has become a tradition – our annual “themes outlook” Portfolios at Your Place event. Travis regularly likes to cite one of the famous quotes from the late founder of The Leuthold Group, Steve Leuthold. Around this time of year, Steve […]

To Inform: Next Wednesday afternoon, TJG Partner and Chief Investment Officer Alex Durbin and I will be hosting our beginning of the year “investment themes” event which we are calling TJG’s Picks for 2026. We have been receiving some questions ahead of the event, so we thought we would tackle a couple of those questions […]

To Inform: I was driving home from a New Year’s Eve party when I began to think about what I wanted to write in the first WealthNotes of 2026. The Joseph Group CEO Travis Upton so succinctly wrote about themes we’re watching in the year ahead recently. An “outlook” thus being ruled out, I began […]

To Inform: It’s an annual tradition at The Joseph Group to identify major themes we think will have the biggest impact on portfolio decisions in the upcoming year. It’s important to note in this process we are identifying themes and NOT making predictions. To quote Leuthold Group founder Steve Leuthold, “predictions are for show, but […]