To Inform: I was driving home from a New Year’s Eve party when I began to think about what I wanted to write in the first WealthNotes of 2026. The Joseph Group CEO Travis Upton so succinctly wrote about themes we’re watching in the year ahead recently. An “outlook” thus being ruled out, I began […]
To Inspire: Kate Bowler, PhD, is a bestselling author and Associate Professor of American Religious History at Duke University. Diagnosed with Stage IV breast cancer at 35, Kate spends some of her time thinking and writing about the ups and downs and imperfections of life and the magic of joy. In her words, “Joy doesn’t […]
To Inform: It’s an annual tradition at The Joseph Group to identify major themes we think will have the biggest impact on portfolio decisions in the upcoming year. It’s important to note in this process we are identifying themes and NOT making predictions. To quote Leuthold Group founder Steve Leuthold, “predictions are for show, but […]
To Inspire: We’re closing out 2025 and already looking ahead to 2026. As we celebrate this very special time of year, perhaps find some time to pause, reflect and consider questions like these: Looking Back: What am I most grateful for in the last 12 months? What did I learn about myself and those closest […]
To Inform: This week The Joseph Group hosted clients and friends of the firm at our final “Portfolios and Pints” event of the year. As is annual tradition we looked back at the year and followed this with an update to TJG’s “Capital Market Assumptions.” That’s a ten-dollar phrase for “this is what we think […]
To Inspire: It’s mid-December and holiday festivities are well underway. At lunch with a teammate yesterday, celebrations were everywhere, with groups at many of the tables in the very busy restaurant exchanging gifts and celebrating together. This is a time of love and joy, but there are some things you can do to make your […]
To Inform: I (Travis) recently had the opportunity to attend a conference in New York City headlined by Rick Rieder, Head of Fixed Income (Bonds) for BlackRock and a candidate who has interviewed with the President to replace Jerome Powell as Chair of the Federal Reserve. Rieder: “We have to cut interest rates.” As […]
To Inspire: We’ve been sharing insights from the book, JOYSPAN: The Art and Science of Thriving in Life’s Second Half. The author, gerontologist Dr. Kerry Burnnight, shares that joyspan reflects an understanding that it’s not just the number of years we live (lifespan), or even the number of years we live in good health (health […]
To Inform: When a client turns 65, a furry giant suddenly appears in their life – the “Medicare Bear.” It seems simple to understand, but in all reality it’s big, confusing, filled with surprises, and can flash its teeth at you if you take a wrong step. Our job in helping our clients live their […]
To Inspire: We’ve been sharing insights from the book, JOYSPAN: The Art and Science of Thriving in Life’s Second Half. The author, gerontologist Dr. Kerry Burnnight, shares that joyspan reflects an understanding that it’s not just the number of years we live (lifespan), or even the number of years we live in good health (healthspan), but […]