facebooklinkedintwitter

The Joseph Group

Wealth Notes

  • Market Wisdom from Willie Nelson and Waylon Jennings

    May 30, 2025

    To Inform: One of the greatest country songs put to vinyl was a collaboration between Waylon Jennings and Willie Nelson titled “Mamas Don’t Let Your Babies Grow Up to be Cowboys.” My favorite line in the song is “He ain’t wrong, he’s just different.” There are some things about our philosophy here at TJG that […]

    More Info
  • Be An Encourager

    May 30, 2025

    To Inspire: Earlier this month I shared some business leader training I’m doing in the area of encouragement. And while I feel like I am an encourager, I can always improve (one of our core values here is “excellence – we seek to make it better!”) – with my family, friends, clients, and those I […]

    More Info
  • The Bond Math, Deficits, and “One Big Beautiful Bill”

    May 23, 2025

    To Inform:  It’s hard to believe how quickly things are moving in Washington, D.C. As I type this, Travis Upton, CEO of The Joseph Group, is barreling down on the city in a tour bus, accompanying a gaggle of high school choir students. I can’t help but wonder if he also attempts a little bit […]

    More Info
  • Time Flies

    May 23, 2025

    To Inspire: My mother always told me that the older you get, the faster time goes. As a young person, of course, I didn’t believe her, but now I fully understand how right she was. For example, how is it almost June already?! It turns out this is not just in our minds, there are […]

    More Info
  • 401(k) Investors Structurally Set Up for Success During Market Volatility

    May 16, 2025

    To Inform: Earlier this week I had a conversation with a friend and business owner for whom The Joseph Group serves as advisor to his company’s 401(k). Here is a summary of part of our conversation: Friend: “Travis, what did the market do today?” Travis: “Flat today, but this week the S&P 500 turned positive […]

    More Info
  • 5 Benefits of Gardening

    May 16, 2025

    To Inspire: Sometimes it’s my colleague, Michelle O’Brien, who uses our Wealth Notes column to share the benefits of being outside. But after recently reading an article on gardening, I’m going to grab that topic and share the benefits that those who garden receive. In full disclosure I’m not a gardener (though I do love […]

    More Info
  • Market Responding to ‘Better’ Trade News

    May 9, 2025

    To Inform: A few weeks ago, we wrote in this space the importance of distinguishing “good/bad” from “better/worse.” The market, a forward-looking indicator, isn’t so much concerned about the current state of corporate earnings or the macroeconomic backdrop in general as it is the trajectory of those things. In early April, economic indicators were (and […]

    More Info
  • Be Open to Change

    May 9, 2025

    To Inspire: Catholics all over the world are celebrating the election of Cardinal Robert Prevost as the Church’s newest Pope – Pope Leo XIV. This represents a new chapter in the life of the Catholic Church, and with this new chapter will come change. Pope Leo is sure to bring his ideas and plans (guided […]

    More Info
  • Tax-loss Harvesting

    May 2, 2025

    To Inform: Realizing that we are comfortably through the April 15th tax filing deadline (for those of you not on extension) we don’t want to look at tax planning as simply a thing we think about when you file your return. As Wealth Advisors we want tax to be a planning topic we touch on […]

    More Info
  • A Culture of Encouragement

    May 2, 2025

    To Inspire: I think all of us know that young people in their teens and early 20’s are experiencing greater mental health challenges than ever before. Those trained in the mental health field cite a number of factors but high on the list is not understanding how amazing they are and the potential they have […]

    More Info