To Inform: Identity theft is not a new concern as forms of it have been around for decades. Unfortunately, that doesn’t mean the need for vigilance is less. If anything, now more than ever consumers should be aware of identity theft and the havoc it can wreak. Recent statistics from the Federal Trade Commission (FTC) […]

To Inspire:   I’ve been reflecting on the remarkable life of Rosalynn Carter who died on November 19th. For over 40 years she and President Carter worked tirelessly (through the Carter Center they established in 1982) to resolve global conflicts, advance democracy, defend human rights, eradicate disease, and improve mental health. Mrs. Carter leaves a […]

To Inform: “What impact will the Presidential election have on the market?” Last night I (Travis) had the opportunity to join a group of astute investors for their regular investment partnership meeting. We enjoyed terrific company, delicious food, and engaged in lively conversation. When the discussion shifted to markets, the fact the Presidential election is […]

To Inspire: Do we all have so many things to be grateful for every day of the year? Yes! Do we spend enough time recognizing this? Probably not! But the holidays naturally bring a focus on thankfulness, and I want to share three truths about gratitude, and some different ways to express gratitude this Thanksgiving. […]

To Inform: As the sun descends toward the horizon of 2023 (yes, that’s a daylight savings time reference), many of us are trying to balance holiday plans, year-end planning for family, work, finances, and more. Despite the myriad tasks and concerns of this time of year, we also enter a season of gratitude, fellowship, and […]

To Inspire: This Veterans Day, I want to share some of the incredible story of Phil Bucklew. The Xavier University grad, now recognized as the father of Naval Special Warfare, was so humble that many have never heard his name. In 2015, Xavier’s men’s basketball strength and conditioning coach Matt Jennings was reading a history […]

To Inform: I’ve always been fascinated by the weather and thunderstorms have always caught my attention. There is one thing I’ve never been able to understand about thunderstorms. Why is it that the skies are always at their darkest before the storm hits, while during the storm the sky tends to lighten? While undoubtedly there […]

To Inspire: Earlier this week, Steve Lawson spoke at our Fall Wealth Summit. A talented and passionate young business and life coach, Steve has spent time immersing himself in monastic life to see what habits and disciplines allow monks to live with great peace while also being some of the most productive people in the […]

To Inform:  Earlier this week Alex Durbin facilitated our regular Investment Committee meeting. As part of the agenda, we discussed asset class views which form the basis of positioning for the objective based portfolios we have the privilege of managing for clients. We then did a deep dive, comparing those views to those of various […]

To Inspire: What follows is an article many of you may have seen in the New York Times, edited it a bit for length and content. At The Joseph Group we encourage our clients, no matter what age, to find purpose and passion in their lives. We believe retirement years provide the opportunity to do so. We […]