The Joseph Group

Wealth Notes: Inspire

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.


  • Bring More Joy into Your Life

    October 2, 2019

    To Inspire: We continue our focus on great daily habits that help us live great lives and become the best version of ourselves.  Below are excerpts on an article on how to bring more joy into your life written by Mark W. Merrill, also known online as the All Pro Dad.  Perhaps one or more […]

    More Info
  • The Power of Positive Energy

    August 30, 2019

    To Inspire: Last week’s CBS Sunday Morning shared a heartwarming story about 3-year-old Quinn Waters of Weymouth, MA.  Aside from immediate family, no one is allowed in the house to him.  More importantly, Quinn can’t go out: Quinn’s natural immunity was temporarily wiped out after he got a stem cell transplant a few months ago […]

    More Info
  • Finding Beauty in Every Day

    August 21, 2019

    To Inspire: I (Matt) am just back from a week’s vacation in Yellowstone National Park with our youngest daughter, Mary Grace.  It was an awesome father/daughter trip! We both were struck with the incredible beauty we witnessed.  From the Grand Teton Mountains on the southern edge of the park; to the deep gorge through which […]

    More Info
  • The Valuable Price of Pain

    August 14, 2019

    To Inspire: Last week I (Matt) shared a story from Dr. Henry Cloud’s book, Integrity: The Courage to Meet the Demands of Reality.  I shared Cloud’s story of a man that became a surgeon simply because his father and grandfather were surgeons and wanted him to be one too.  Not having any real passion for […]

    More Info
  • Integrity: The Courage to Meet the Demands of Reality

    August 9, 2019

    To Inspire: I (Matt) recently read Dr. Henry Cloud’s book entitled, Integrity: The Courage to Meet the Demands of Reality.  Great book.  I’ll share one story from it in this issue of WealthNotes and another story from it next week. Cloud, a psychologist, shares that one client he counseled was a surgeon but had chosen […]

    More Info
  • The Habit of Living with Humility

    August 1, 2019

    To Inspire: We’ve been discussing the power of forming good habits as a way to live lives of purpose, passion, and joy. There’s another kind of habit that also is essential to living this kind of life – the habit of living with humility. If greed is the root of all evil (as the Bible […]

    More Info
  • 9 Ways to a More Satisfying Life

    July 26, 2019

    To Inspire: We came across this post on Guideposts.org.  Written by Roberta Messner, it offers 9 tips for living a satisfying life.  We’ve reprinted the post below – enjoy! Source: vimeo.com   Health. Happiness. Success. It’s what we all seek in life, what we’ve been told leads to a satisfying life. Too often, however, these […]

    More Info
  • Building Better Habits

    July 19, 2019

    To Inspire: We continue our study of building better habits as shared in James Clear’s book, Atomic Habits. Let’s continue our discussion of the two-minute rule.  Clear calls these small habits gateway habits because they lead to the important habit that moves us towards the best version of ourselves. Recall Clear’s example of Twyla Tharp […]

    More Info
  • The Two-Minute Rule

    July 12, 2019

    To Inspire: We continue our discussion on habits that move us closer to our own personal version of a great life.  In today’s WealthNotes, we discuss the “2-minute rule,” as shared by James Clear in his book, Atomic Habits. The premise is that it is tempting to pursue a new habit by starting too big. […]

    More Info
  • Building A Story Brand

    June 28, 2019

    To Inspire: I (Matt) am reading a fascinating book, Building A Story Brand: Clarify Your Message So Customers Will Listen, by Donald Miller. Source:  www.buildingastorybrand.com   The overall strategy he shares is powerful and can be applied broadly, including, even, our personal lives.  To illustrate, let me share the principles he uses – principles that […]

    More Info