To Inform: The Joseph Group had the great privilege (and a lot of fun!) hosting a crowd of clients and friend at our March Portfolios and Pints this past Tuesday in Hilliard. Joseph Group Partner and CEO Travis Upton and I fielded “questions from a hat” that had been submitted by clients and advisors. One […]

To Inspire: We’ve been working through four practices for unhurrying your life – as recommended by John Mark Comer in his best seller, The Ruthless Elimination of Hurry. The fourth practice is honoring the Sabbath. I (Matt) believe so strongly in this practice – it’s been a rich blessing in my life. And while this […]

To Inform: Tuesday, March 18 at 5pm we will hold our semi-annual “Questions from a Hat” Portfolios and Pints event at Crooked Can in Hilliard. These events are always fun, but I feel like attendance is always a little higher when there is volatility in the market…and right now we are definitely seeing market volatility. […]

To Inspire: How social are you? If you’re like many people, you might go hours each day without talking with anyone. After a while, you might find it easier to spend time alone versus calling a friend or visiting a neighbor, but research shows a life lived socially is best. For example, a recent research […]

To Inform: The last couple of weeks have been a rude wakeup call for market participants. After touching an all-time high on February 19th, the S&P 500 through this past Thursday’s close was 6.6% off the recent high. Before getting to the why and what we’re thinking about it, let’s examine the selloff in the […]

To Inspire: Ok, we took a couple of weeks break from the book, The Ruthless Elimination of Hurry by Christian pastor and author John Mark Comer. We’re working through four practices for unhurrying our lives. The first one we addressed was embracing silence and solitude. Today I’d like to share some of his thoughts on […]

To Inform: Like many people who are either approaching retirement or have recently retired, you have likely spent years diligently saving and investing to secure your financial future. However, once you reach a point of financial stability, it’s essential to transition from a mindset of saving to one of spending—enjoying the fruits of your labor […]

To Inform: Warren Buffett, the famed value investor from Omaha, began writing about “economic moats” back in the 1980s. Similar to a castle, the idea of an economic moat is something that protects the company from threats. Put another way, a moat is the source(s) of a company’s competitive edge, that will allow it to […]

To Inspire: Psychiatrist Dr. Dixon Chibanda understands the challenges of providing mental health services to underserved communities. His idea of tapping into community resources – in the form of “grandmas” and other older people – is helping his home country of Zimbabwe and is spreading around the world. Chibanda remembers losing a young patient to […]

To Inform: Many Star Wars fans, me included, think “The Last Jedi” (Episode 8) was a bad movie. At the end of “The Force Awakens” (Episode 7), Luke Skywalker came on the screen creating the anticipation that in the next movie, Jedi warrior Luke would be swinging his green lightsaber, saving the galaxy, and fulfilling […]