facebooklinkedintwitter

The Joseph Group

Wealth Notes

  • Taxing Times Call for Taxing Measures: One Big Beautiful Bill Updates

    August 1, 2025

    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. […]

    More Info
  • Looking Back at the Summer

    August 1, 2025

    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 […]

    More Info
  • Investing Like Rip Van Winkle

    July 25, 2025

    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 […]

    More Info
  • The Beauty of Family

    July 25, 2025

    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 […]

    More Info
  • Social Security Update

    July 18, 2025

    To Inform:  Yesterday, I was in a client meeting with a beloved friend who had a long career in public service. As we were talking about investments and his family’s terrific looking financial plan, he said, “oh, I forgot to tell you – my Social Security went up by about $1,000 per month because of […]

    More Info
  • Your Social Portfolio

    July 18, 2025

    To Inspire: At 96 years old, Betty Parker admits she doesn’t have as much energy as she used to, and while that does impact what she can do, she says her 90s have been purpose-filled – something we should all strive for, whatever our age. We’ve talked a lot in WealthNotes about how people are […]

    More Info
  • The One Big, Beautiful Bill and Tyrannosaurus Debt

    July 11, 2025

    To Inform: “We’ve got to feed the monster, so it doesn’t get upset, it’s got an awesome appetite, Tyrannosaurus Debt.” For schoolchildren of a certain age “Schoolhouse Rock” was one’s earliest lessons in civics. “Tyrannosaurus Debt” was one of a long list of video vignettes set to jocular music about topics that were a lot […]

    More Info
  • Be a Mentor

    July 11, 2025

    To Inspire: Through an organization called Young Catholic Professionals, I (along with some other older Catholic professionals) was recently asked to be a mentor. A young man named Ben was chosen as my mentee and we had our first meeting this morning. I looked up the word mentor and was drawn to the definition: someone […]

    More Info
  • Bullish on America – 249 Years On

    July 3, 2025

    To Inform: If it hasn’t come through in my Wealthnotes, I love to read. I’m currently reading a historical fiction novel by Stephen Pressfield called The Gates of Fire about the stand of 300 Spartans at the Battle of Thermopylae. One thing that struck me in my reading is just how chaotic and unpredictable the […]

    More Info
  • Cool Off with a Patriotic Movie

    July 3, 2025

    To Inspire:   We’ve been talking about holiday traditions around the office this week. Most of The Joseph Group team couldn’t come up with what they consider “traditions” around this holiday, but most have plans to enjoy local parades and street fairs, spend time with family and friends, and see some fireworks. For central Ohio, […]

    More Info