The Joseph Group

Wealth Notes

  • New Year Potential in Infrastructure, Banks and Energy

    January 14, 2021

    Since the election, we’ve used this note to discuss some of the areas that look interesting to us in 2021. First, a couple of key assumptions. One, the Georgia Senate races that both went to Democrats mean it is more likely the Biden administration implements some of their policy ideas beginning this year. The evenly […]

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  • Sticking to Those New Year’s Resolutions

    January 14, 2021

    Did you make New Year’s resolutions? Have you given up yet? Each year, most people give up on their resolutions – especially ones that are health and fitness-focused – in less than three weeks. This year, Sunday, January 17, 2021 is Quitter’s Day,  the day most people abandon their New Year’s resolutions. One reason why […]

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  • Georgia (and Washington, DC) on Everybody’s Mind

    January 8, 2021

    To Inform:  The events this week in Washington DC were tragic regardless of what side of the political aisle you are on. We pray for our country and we pray for healing. We now know the election results – Congress has certified Joe Biden’s election as President and in a surprise based on where polls […]

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  • Discover Your Later-in-Life Passion Through Determination and Grit

    January 7, 2021

    To Inspire: “Moving from Success to Significance” is the sub-title of one of our favorite books here at The Joseph Group; Bob Buford’s “Half Time.” We give this book to many of our clients entering retirement with the thought that at age 50+ they still have half of their productive life to go. Why not […]

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  • A Season of Giving

    December 22, 2020

    2020 has been a challenging year for all of us. In the true spirit of Christmas, the spirit of giving, below are two stories that can touch all of our hearts this season and encourage the gift of giving of ourselves. Christmas Tree Angel in Michigan When Michigan resident Chad Rose just happened to have […]

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  • Year-End Financial Reflection

    December 22, 2020

    To Inform: Is it me, or do you think at the end of 2020 we need a double dose of “to inspire”?! What a year. Insert your own personal recap here ______________! I’m confident you have a story; we all do. At The Joseph Group we talk about money being only a tool to help us all live […]

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  • Five Themes (+1) for 2021

    December 18, 2020

    To Inform:  Earlier this week we had our final Portfolios at Your Place of the year and discussed our Five Themes (+1) which are key items of discussion in our Investment Strategy Team meetings as we approach 2021. We will likely be unpacking each of these more in depth in the weeks and months ahead, […]

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  • The ‘Christmas Star’ on the Winter Solstice

    December 17, 2020

    To Inspire: Monday, December 21, 2020 is the winter solstice in the Northern Hemisphere, and this year’s solstice includes a rare sight, a phenomenon dubbed the “Christmas Star.” In the early evening of this solstice, the planets Jupiter and Saturn will align in their orbits in what NASA refers to as a “great conjunction.” The […]

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  • A Real-Life Elf!

    December 10, 2020

    To Inspire: Christmas movies airing each night are one of the many highlights this time of year. “It’s a Wonderful Life,” “Frosty the Snowman,” “A Christmas Story,” “How the Grinch Stole Christmas” and “Home Alone” are a few of our favorites. And how can I forget “Die Hard?” 😊 But the favorite in my family […]

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  • Enjoy the Froth – But Be Careful

    December 10, 2020

    To Inform:  If you’re a coffee drinker you might enjoy a cappuccino from time to time. A great one has some froth on top and makes for an enjoyable experience – provided you don’t drink too much or too quickly. One way to describe markets in 2020 is “frothy.” Frothy markets are those in which […]

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