To Inform: “Money is a tool. Used properly it makes something beautiful; used wrong, it makes a mess!” — Bradley Vinson Making financial decisions can feel like a headache and it’s hard to know how to prioritize. Should I pay off my car loan or keep excess cash for an emergency? When do I start […]
To Inspire: In last week’s WealthNotes I shared some insights from James Nestor’s bestseller, Breath: The New Science of a Lost Art. I shared several key takeaways related to the power of inhaling and exhaling through the nose and of taking slower breaths – 5.5 seconds to inhale and 5.5 seconds to exhale is optimal. […]
To Inform: Earlier this week, Joseph Group Chief Investment Officer, Alex Durbin, and I had the opportunity to talk to a group of clients and friends about what we are seeing in markets in our quarterly Portfolios at Your Place Zoom event. We set the stage talking about the current landscape: U.S. stock market indexes […]
To Inspire: I just finished reading Breath: The New Science of a Lost Art, the New York Times best seller by James Nestor. In it he shares his healing journey of discovery regarding the power of correct breathing. Nestor fills the book with insights from leading scientists and everyday practitioners as well as the breathing […]
To Inform: Every so often we find it useful to do a roundup of the asset class categories we invest in for our clients at The Joseph Group and to highlight some of the key drivers affecting those asset classes. As you may recall, we view the world through the following lenses: High Quality Bonds, […]
To Inspire: This week we bring you some pretty profound thoughts on life and purpose from John Cena. Yes, that John Cena, actor and professional wrestler. And before you dismiss this out of hand, John Cena has made quite the name for himself as a genuinely good guy. We’ve actually featured him in WealthNotes before, […]
To Inform: Much has been made of the most recent tax bill that was passed earlier this summer (including Alex Durbin’s take on what it means for the markets, available here.) As many are now aware, the One Big Beautiful Bill Act (OBBB for short) was signed into law by President Trump on July 4th. […]
To Inspire: This past summer, I had the incredible honor of being selected as the marketing intern at The Joseph Group and even more exciting, I was the first-ever intern in this role! What an unforgettable journey it has been. My time here has not only provided me with valuable marketing skills but has also taught me life lessons […]
To Inform: Summer and country music (the good stuff, mind you) go hand in hand. Now I know I’ve used these pages before to express my love for country music, so if you’ll indulge me, I’m going to do it again. I recently wrote a commentary for our 401(k) plan clients that reminded me of […]
To Inspire: Tomorrow Mark and I (and our spouses) will be attending a family reunion, on our mother’s side. Mom’s maiden name was Weaver, and this Weaver Cousins Reunion has been going on for years. We meet at our cousin Maggie’s home (and her husband, Rob) and it’s an afternoon of catching up, eating, and […]