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The Joseph Group

Wealth Notes: Inspire

  • Finding Your Sweet Spot

    August 30, 2024

    To Inspire: One thing that surprised me when I started working for The Joseph Group (my first job in the finance industry) was the number of people who seem to struggle a bit – or a lot – with what to do in retirement. Now I wonder if it would help some of those people […]

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  • Self-Giving Love

    August 16, 2024

    To Inspire: Earlier this week, Catholic Christians all over the world celebrated the life and legacy of Maximilian Kolbe, a Polish priest who died at Auschwitz in 1941. His life can inspire all of us in many ways. Father Kolbe is best known for the actions he took after being arrested by the Gestapo and […]

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  • Pursue Your Dreams

    August 9, 2024

    To Inspire:   Have you been keeping up on Kristin Faulkner, 31, the Harvard rower turned cyclist who has captured two gold medals for the United States? She and three teammates won our country’s first ever Olympic gold in the women’s team pursuit cycling event. And earlier this week she won the road cycling race […]

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  • 90-Year-Old Track Star

    August 2, 2024

    To Inspire:   Florence Meiler, known as Flo, is a regular at Burlington High School’s athletic fields. The Vermont 90-year-old is in training. Her sport? The decathlon. She pulls a wagon full of gear, then starts practice, training to compete in 10 events over two days. Decathlon events include the 100 meters, discus, pole vault, […]

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  • 10 Cards You Should Write

    July 26, 2024

    To Inspire: Communication is the foundation for human relationships. Communication is all around us, and with today’s technology we are surrounded by means of instant communication – email, text messages, group chats, posts and messages on social media. Yet studies show that approximately 50 percent of American adults feel lonely. This pervasive loneliness is on […]

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  • A Journey of Healing

    July 19, 2024

    To Inspire:   My colleagues Jodi Picetti and Angie Eversole joined me earlier this week in hosting 35 women (clients and friends) for our firm’s annual bus trip to the Ohio Reformatory for Women in Marysville. There we spent the day with 35 remarkable women – many of whom are serving long sentences for very […]

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  • Healthy Longevity

    July 12, 2024

    To Inspire: Many of you are familiar with “blue zones,” places in the world where high percentages of men and women living there age gracefully with few health issues well into their 90s and 100s. As a Christian, while I look forward to the life to come, I also desire to live well now for […]

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  • A Lifetime of Service

    July 5, 2024

    To Inspire: As we celebrate our nation’s birthday, I thought our readers might appreciate reflecting on the life of retired Colonel DeBow Freed, West Point Class of ’46. Many of our readers may recall I received my undergraduate degree from Ohio Northern University. Dr. Freed served as ONU’s president from 1979 to 1999. I had […]

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  • Paying Forward

    June 28, 2024

    To Inspire: Dear Clients and Friends – what a joy to spend Wednesday evening with Archie Griffin, our featured guest for our Spring Wealth Summit. Perhaps the best comment ever made about Archie came from his coach, Woody Hayes. He once shared, “He’s a better young man than he is a football player, and he’s […]

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  • Deli Counter to Olympic Dream

    June 21, 2024

    To Inspire: Team USA hurdler Dylan Beard is not your average elite athlete. As an unsponsored athlete, Dylan trains as hard as any Olympic hopeful, but when he’s not training, Dylan works behind the deli counter at Walmart. Dylan surprised the track and field world with an incredible win in the 60-meter hurdles at February’s […]

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