The Joseph Group

Wealth Notes

  • Is It 2013 All Over Again?

    September 17, 2021

    To Inform: We’ve seen a few personalities in the financial media call this month “The September to Remember” because there is a lot going on in the world. Let’s take a look at a non-exhaustive list: The Federal Reserve is meeting next week and talk is they will preview a “tapering plan” to reduce bond […]

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  • Gander and the Come From Aways

    September 17, 2021

    To Inspire:   You may already know the story of Gander, Newfoundland and its role in 9/11. After all, the story was turned into a Tony Award-winning Broadway musical and that musical has now been made into a movie, just released on streaming service Apple TV+. I was fortunate to originally hear this story from […]

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  • WWII Vet Meets Source of His Most-Prized Possession

    September 10, 2021

    To Inspire: This weekend is a time to remember the many lives lost twenty years ago on 9/11 as well as their family members and the many first responders. We recall with gratitude the great sacrifices made and the sacrifices that continue to be made to help ensure that such an event never happens again. […]

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  • Back to School on Health Savings Accounts: Distributions & Strategies

    September 8, 2021

    Last year we talked about Health Savings Accounts Health Savings Accounts (HSAs) as a tax saving and wealth building tool (read that article here). Now let’s explore how folks can utilize their HSA account, especially in their retirement years, if they have been using it as a wealth savings vehicle. If you have been fortunate […]

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  • Garbage Collectors Create Their Own Community Library

    September 3, 2021

    To Inspire: I’m a reader, I love books – real books, not eBooks – and I tend to want to buy and keep them. But when I do clear some out, I make sure they go to a good home – a friend, the local library, etc. I can’t imagine throwing a book in the […]

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  • Talking Inflation and Real Estate Over Pastries and Coffee

    September 3, 2021

    To Inform: Last week, Alex Durbin and I were privileged to facilitate a lively discussion at our Portfolios at Panera event. We covered a multitude of topics and in this issue of WealthNotes, we review the two key issues that generated the most discussion. Inflation Inflation is clearly a hot topic and something we as […]

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  • Looking Beyond Dividends for Return

    August 27, 2021

    To Inform: When talking to people about stocks, the topic of dividends usually comes up. “What’s the dividend?” is usually the question being asked, and it is a reasonable one. Dividends are tangible ways for investors to understand that owning stocks is a claim on the cash flows of a business. That being said, paying […]

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  • Yes, It IS Possible!

    August 27, 2021

    To Inspire: When I decided to write I committed to building the habit of writing every day for thirty minutes. But I have not been successful doing it, at least not consistently. Why? Somedays it was the other demands on my time. Somedays it was just procrastination. “WRITE” is on my calendar every day. But […]

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  • How Am I Doing? – Three Levels of Benchmarking

    August 18, 2021

    To Inform:  When investors look at the returns on their portfolios, they want to know, “How am I doing?” Although it’s a simple question, from experience, we know there could be multiple meanings behind the question. “How am I doing?” could mean: Am I making money? Am I reaching my goals? Are other investors doing […]

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  • Make the Most of Your Time

    August 18, 2021

    To Inspire:   In this issue of Wealth Notes, Partner and Co-founder Matt Palmer shares excerpts from the book, “Life With A Capital L: Embracing Your God-Given Humanity,” by Matt Heard. In a chapter entitled, Time: Life is Daily, Heard urges the reader to infuse each day with meaning and purpose. Here is an excerpt […]

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