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.

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  • The History of Father’s Day

    June 14, 2019

    To Inspire: As our nation celebrates Father’s Day this Sunday, we thought you might enjoy learning a bit of its history. Scholars claim that it can be traced back 4000 years to Babylon when a young boy’s Father’s Day message in clay wishing his father good health and long life was discovered recently. Our modern […]

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  • Every Man A Hero

    June 6, 2019

    To Inspire: “Greater love hath no man but that he lay down his life for his friends.” These words, spoken by Jesus Christ 2000 years ago, rang with poignant truth 75 years ago when on June 6, 1944, 150,000 American, British and Canadian troops landed on the shores of northern France to help liberate that […]

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  • A Yellow Bus Utopia

    May 30, 2019

    To Inspire: Perhaps last Sunday you saw the CBS Sunday Morning feature on Curtis Jenkins, a bus driver for Lake Highlands Elementary School in Dallas, TX. Curtis Jenkins (Source:   At first blush, one might be tempted to see his job as relatively unimportant.  But Curtis sees it otherwise – he has made himself […]

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  • Life Lessons from Frank Beamer

    May 22, 2019

    To Inspire: Tis the graduation season and I (Matt) always look forward to commencement addresses.  This year did not disappoint as Lisa and I drove over to Blacksburg, VA for the graduation of our niece from Virginia Tech.  The commencement address was given by Frank Beamer, the former longtime head football coach and a man […]

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  • Success from Struggle

    May 10, 2019

    To Inspire: Source:   A recent article from the April issue of Guideposts Magazine caught my (Matt) attention.  The author, Kevin Curry, shared how he had used his own struggle with depression to build an entirely new career that helps others.  I thought that sharing his story in this issue of Wealth Notes might […]

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  • Rich Habits

    April 22, 2019

    To Inspire: In our last two WealthNotes, we shared ways to build good habits and break bad ones – as shared in James Clear’s New York Times bestseller, Atomic Habits.  In this WealthNote, we share 8 great habits that are almost universally shared by people who have built considerable wealth.  These are based on findings […]

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  • The Goldilocks Rule

    April 9, 2019

    To Inspire: We received very positive feedback from our inspirational WealthNote on building good habits – habits that help us live a great life – a life of joy, of purpose, of passion.  The strategies we shared were taken from a book that both Travis (Upton) and I (Matt) are reading by James Clear, Atomic […]

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  • The Power of Atomic Habits

    April 5, 2019

    To Inspire: Travis (Upton) and I (Matt) both are reading Jim Clear’s book, Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones.  We’re finding it tremendously helpful in our own journey to live a great life – a life of purpose, of joy, of using time wisely.  We recommend […]

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  • Remembrance and Honor

    March 27, 2019

    To Inspire:  Mark and I (Matt) were privileged to attend the OSU College of Social Work Scholarship Dinner earlier this week.  The dinner celebrates the field of social work and recognizes students at OSU who are pursuing a Master’s Degree in Social Work. The Joseph R. Palmer Memorial Scholarship is given each year to a […]

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  • Expression Without Limitation

    March 21, 2019

    To Inspire: Perhaps you have heard of Open Door Art Studio & Gallery here in Columbus, Ohio.  Open Door is home to 112 artists with disabilities.  They have access to the studio Monday through Friday to enjoy “expression without limitation.”  On Wednesday, March 20th, we held our second Women’s GatHERing at Open Door Art Studio […]

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