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The Joseph Group

Wealth Notes

  • The Magnificent Metal

    April 12, 2024

    To Inform:  Last year one of the biggest stories in markets was the performance of what was dubbed the “Magnificent Seven.” These stocks, largely technology related, surged higher on better earnings and hope for an end to the Fed’s hiking cycle. This year, these companies are a bit of a mixed bag, as cracks appear […]

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  • Blessing of Friendships

    April 12, 2024

    To Inspire: Mark and I recently had breakfast with 15 guys from our high school class. One of the guys was in town visiting from Texas so we all got together to see him. We all had a great time – and the years seemed to evaporate as we told stories and caught up on […]

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  • Do Stock Splits Add Value?

    April 5, 2024

    To Inform: I recently had a conversation with a friend and client regarding potentially selling shares in a stock he owns. During the conversation he said, “I read something that the stock may split. If that happens, I feel like I should hold on to make sure I capture the gains after the split.” Huh. […]

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  • To Suffer with Love

    March 28, 2024

    To Inspire: For Christians, this weekend is the most significant of the year. We enter into the Easter Triduum, the passion, death and resurrection of Jesus Christ. It is a time where we reflect deeply on the love God shows in sending His Son to suffer and die for our sins that we might have […]

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  • What’s in a Name? A WealthNotes Reflection

    March 28, 2024

    To Inform: Shakespeare’s Juliet might say of our weekly publication, “that which we call WealthNotes by any other name would be just as inspirational and informative.” The idea that a name means something is inimical to her worldview. We will cut her some slack, though. After all, it was specifically her name that kept her […]

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  • Basketball and Perseverance

    March 22, 2024

    To Inspire:   With March Madness underway, many are focused on the action on college basketball courts, but here’s an incredible story of empathy, commitment, and perseverance off the court. Seven years ago, sixth grader Sam Cunningham was diagnosed with Acute Lymphoblastic Leukemia. He loved playing baseball and basketball and was a healthy, active kid. […]

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  • Paging Doctor Powell – March Fed Meeting Recap

    March 22, 2024

    To Inform: The market has exhibited signs of a mild inflationary “fever” over the last couple of months, as recent inflation reports have been warmer than expected and the hope of cuts to the Fed Funds Rate has begun to shrink. This put the March meeting of the Federal Reserve’s Board of Governors held this […]

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  • What’s Changed Since the Beginning of the Year?

    March 15, 2024

    To Inform: This past week I had the privilege of being a guest speaker at two different meetings of Investment Clubs/Partnerships. It was fun for me to join in the discussion and hear their thoughts about the current market environment and where they believed opportunities exist in today’s market. These savvy investors were largely looking […]

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  • Intermittent Fasting

    March 15, 2024

    To Inspire: I (Matt) came down with the flu this week so was home for a couple of days. While resting I did some reading on intermittent fasting and was impressed with its benefits. In this issue of Wealth Notes, I thought I’d share some of those benefits with all of you as you pursue […]

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  • Back to the Future – Japan Edition

    March 1, 2024

    To Inform: “Roads? Where we’re going we don’t need ‘roads’.” When Doc Brown uttered these words to Marty McFly at the end of the Robert Zemeckis hit Back to the Future it is possible some viewers might have believed him. Investors might have had similarly optimistic views for the prospects for Japanese stocks, an investment […]

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