The Joseph Group

Wealth Notes

  • The Law(s) of the Gift

    November 19, 2020

    To Inform:   “Man… cannot fully find himself except through a sincere gift of himself.” This quote illustrates well the idea that, as human beings, we often find the greatest joy and satisfaction by giving our time, talent, or treasure for the benefit of others. The late Pope Saint John Paul II called this idea […]

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  • Who Would You Like Me to Meet?

    November 17, 2020

    To Inspire: Of the fire fighters to lose their lives in New York City on September 11, 2001, Father Mychal Judge was among the first. As NYFD Chaplain, he was known to begin each day with, “Lord, take me where you want me to go. Let me meet who you want me to meet.” Indeed, […]

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  • A Vaccine is More Important for Markets Than Who the President Is

    November 10, 2020

    To Inform: Christmas may have come early for investors as Pfizer/BioNTech put out its vaccine data earlier than expected. According to Bloomberg, “the shot prevented more than 90% of symptomatic infections in the trial of tens of thousands of volunteers.” On a call with reporters, Anthony Fauci, Director of National Institute of Allergy and Infectious […]

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  • A New Passion Shows the Beauty of the World Around Us

    November 10, 2020

    To Inspire: Our dear friend and client Claudia Cook wrote a feature article for the Columbus Dispatch recently. We love that she has found a new hobby during the Covid pandemic and thought sharing excerpts from that article (Coronavirus Chronicles: Painting her way through the pandemic) might inspire some of you as to give thought […]

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  • Improve Your Situation

    November 5, 2020

    To Inspire: Next Wednesday, November 11, is Veteran’s Day. To salute our veterans, we are sharing an inspirational story about a veteran named Taylor Morris. Taylor joined the Navy out of high school and was responsible for Explosive Ordinance Disposal (EOD). Throughout his training, the underlying theme was always to improve your situation. Fast forward […]

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  • Election 2020 – Thinking Beyond November

    November 5, 2020

    To Inform: As I write this, President Trump remains an outside shot to keep the Presidency. The situation remains fluid and thus I’ll stay away from what we don’t know (who will be inaugurated in January 2021) and stick to what we have a better idea of (Republicans hold the Senate and narrow the gap […]

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  • What History Says About Fund Flows Around Elections

    October 30, 2020

    To Inform: Earlier this week we held our Portfolios at Your Place Event looking at the “Final Countdown” before next week’s presidential election. We covered a lot of ground including potential planning implications with proposed changes in tax policy, portfolio implications of a weaker dollar post-election (it favors foreign stocks), and a look at which […]

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  • Bread and Kindness: Chet Fery – The Bread Man

    October 30, 2020

    To Inspire: We were privileged to host a virtual Wealth Summit event last evening that featured nationally known baker and philanthropist, Chet Fery, also known affectionately as The Bread Man. We were so touched by Chet’s sharing of his own background and how he transformed a retirement pastime of baking loaves of bread into an […]

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  • Can You Make Yourself Happier?

    October 21, 2020

    The most popular class at Yale? Psych 157: Psychology and the Good Life. This “happiness course” was launched by professor Laurie Santos in 2018 and has been taken by a quarter of Yale students. Another 200,000 have taken the (free) online version. Talking recently about the impact of Covid on our mental health, Santos pointed […]

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  • To Roth or Not to Roth – What Should You Do?

    October 21, 2020

    To Roth or not to Roth, that is the question. The question that many investors saving for retirement will need to answer at some point in their lives, whether they are just starting out in their careers or are nearing retirement. But where do you start? First, let’s look at some key differences between a […]

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