The Joseph Group

Wealth Notes

  • Tuesdays with Morrie 25 Years Later

    September 30, 2022

    To Inspire:   You probably know how much we love books here at The Joseph Group, and the classic “Tuesdays with Morrie” is one of the many books you can find on our office shelves. This year marks the 25th anniversary of the Mitch Albom book about his conversations with his former university professor and […]

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  • Bond Math Has Changed – And That’s a Good Thing

    September 30, 2022

    To Inform:  Stocks are retesting their June lows but one of the factors which has made the market environment particularly challenging is bonds are down as well. Most often, when stocks are down, bonds will tend to cushion the blow, but with the Bloomberg Aggregate Bond Index down over -14% YTD, bonds haven’t been a […]

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  • A Season to Reconnect

    September 23, 2022

    To Inspire: Fall is here. It’s Lisa’s and my favorite season of the year; nothing better than fall in Ohio! We even chose to get married in the fall – 38 years in just a few weeks! But in this issue of Wealth Notes, I’d like to focus not on the beautiful weather we’re about […]

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  • Annual Gifting

    September 23, 2022

    To Inform:   “How much can I give someone each year?” We hear this question often and justifiably so as the amount has changed over the years. In this WealthNotes we’ll demystify personal gifting. What is the Gift Tax? The annual gift tax exclusion has been around since the 1920s as a way to prevent […]

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  • One Step Forward, Two Steps Back

    September 16, 2022

    To Inform: “One Step Forward, Two Steps Back” is perhaps the best way one can summarize today’s market conditions. Markets rallied from June to August on several factors, eventually rising almost 20% from the year’s low hit on June 16. Since then, the S&P has slid almost 10%. Why the tug-of-war? How long will we […]

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  • Stop and Listen to the Music

    September 16, 2022

    To Inspire: Could a world-renowned violinist play unannounced in a public place and not draw a crowd? If this happened, would that say – if anything – about our ability to recognize beauty? There’s a post that goes around social media from time to time about this very thing – a world class violinist played […]

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  • Tax Loss Harvesting: Strategic Selling for Lowering Taxes

    September 9, 2022

    To Inform:   Years like 2022 when both stocks and bonds decline are rare. Because of the conservative assumptions built into the financial plans of the clients we have the privilege of serving we know those plans can tolerate years like this. Nonetheless, it’s sometimes hard to find silver linings in market drawdowns. One silver […]

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  • How Will You Be Remembered?

    September 9, 2022

    To Inspire:   Earlier this week I (Matt) attended the funeral Mass of a dear friend, Tom Lynch, who died a week ago at the age of 83. Earlier in his life Tom was best known as the owner of Woodhouse Lynch Clothiers, the haberdasher for all of the bankers and lawyers in and around […]

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  • It’s Literacy Month!

    September 2, 2022

    To Inspire: Welcome to September! I’m a proud Rotarian, and for Rotary, September is Literacy Month – a topic near and dear to my heart. I know I’ve discussed my love of reading in previous WealthNotes (like this one: Easy Way to Increase Your Empathy) so you may not be surprised to hear that I […]

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  • Notes from the Field: Portfolio for the Future

    September 2, 2022

    To Inform: Wednesday night I attended the programming season kickoff event for the Columbus CFA (Chartered Financial Analyst) Society. I had a front row seat for a panel discussion concerning “The Portfolio for the Future.” Panelists included the President/CEO of an institutional asset manager, the CEO/CIO of a local Private Wealth Firm and senior investment […]

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