To Inform: Yesterday, we had the Chief Investment and Portfolio Strategist for iShares, Gargi Chaudhuri, in The Joseph Group’s office and we had a terrific discussion about the current state of the markets. Our conversation covered a lot of ground, but I want to share two key questions we discussed: With everything going on the […]

To Inspire: I’m revisiting a book in my library entitled The Mirror: 7 Steps to Reflect the Life You Want, by Tim Howard and Maria Spears. Here’s an excerpt from Maria – found in the foreword of the book, as well as the seven steps themselves: Do you feel stuck in your life? Do you […]

To Inform: There are a few sayings in the investment world that stick in your mind and are useful in different seasons. One such saying I’m thinking of right now is John Maynard Keynes’ oft-quoted “Markets can remain irrational longer than you can remain solvent.” Now, the use of this quote requires an answer to […]

To Inspire:   Do you consider yourself a happy person? You might think your happiness level as an adult is set, but neuroscience says you actually do have some control over it. Elissa Epel, PhD, professor at the University of San Francisco says, “We have more control [over our happiness] than we think. We can […]

To Inform: If you’ve inherited (or expect to inherit) an IRA, you’ve probably heard that the rules have changed. Thanks to legislation like the SECURE Act that passed in December of 2019, beneficiary IRAs (also called inherited IRAs) now come with a set of guidelines that split beneficiaries into two main camps: eligible and non-eligible. […]

To Inspire: I’m fortunate to truly love what I do – serving clients as a financial advisor has been a true blessing. But I know that others in my age bracket have lost their passion for their job or career. They’ve been doing it for a long time, and they’ve lost their love for their […]

To Inform: The Joseph Group hosted a “Portfolios at Your Place” Zoom call for clients and friends of the firm earlier this week in which CEO Travis Upton and I did a deep dive on the Provision strategy we have the privilege of managing for many clients. We walked through the five key asset classes […]

To Inspire: Twice a year The Joseph Group team volunteers at local nonprofit organizations. This week our team had the opportunity to volunteer with Way to Battle out of Canal Winchester, Ohio. Way to Battle was started by The Martin family with the mission to spread the message that “no one battles alone” and to […]

To Inform: Over the last couple of weeks, I’ve received the same general question from friends, clients, and fund companies visiting our office: “with everything happening in markets with the war in Iran, are clients freaking out?” I’m pleased to say, every time, the answer has been, “No, clients seem pretty calm about it all!” […]

To Inspire: Talk about playing the long game. One family’s patience finally paid off in free oysters for a father and son after a decades-long wait. In 1972, Jimmy Rush, his younger brother, and their dad would eat at Wintzell’s Oyster House in Mobile, Alabama frequently, and always after Mardi Gras festivities. This became such […]