The Joseph Group

Wealth Notes

  • 75-Year-Old Shares Holistic Approach to Aging

    July 23, 2021

    To Inspire: At our Portfolio and Pints event earlier this week, I caught up with a good friend of mine, in his mid-60’s. He shared that he and his wife have begun horseback riding as a hobby that they can do together and that has some great health and fitness benefits. Love it – what […]

    More Info
  • Divergences – When the Market is Telling Two Different Stories

    July 23, 2021

    To Inform:  Markets often tell a reliable story. Rising interest rates, usually an indicator of a strengthening economy, often portend better times ahead for banks. Small cap stocks are outperforming? It’s likely value stocks are as well. Interest rates are falling? The dollar is likely weakening. These aren’t hard and fast rules, but they’re likely […]

    More Info
  • How Much Life Insurance Do I Need?

    July 16, 2021

    To Inform: We should know that life insurance is an important part of any financial plan. At The Joseph Group, we do not sell life insurance but just like mortgages, long-term care and estate planning, we help our clients think about and plan for their life insurance coverage. Life insurance can be a valuable tool […]

    More Info
  • Deserving of Wonder

    July 14, 2021

    To Inspire:   My wife and I were reminiscing, recently, about some of the great vacations we had so long ago: Yellowstone and Grand Teton National Parks, Mount Rainier, and Olympic on the Pacific Ocean. And I was reminded of this quote: “Men go abroad to wonder at the heights of mountains, at the huge […]

    More Info
  • A Life-Changing Casual Conversation

    July 9, 2021

    To Inspire:   Sometimes a casual conversation can be life-changing. This story of two coworkers who ended up saving the other’s husband through kidney donation highlights the importance of being open, sharing stories, and always choosing kindness. Tia Wimbush and Susan Ellis worked in the IT department at Children’s Healthcare of Atlanta for 10 years. […]

    More Info
  • Stocks Can Get Cheaper Even If Prices Keep Going Up

    July 8, 2021

    To Inform: Despite spurts of volatility, major stock indexes have been bouncing around all-time highs in recent weeks. At the same time, measures of valuation show stocks have been getting cheaper. How is that possible?? Read on! First some education and context. The most common measure of stock “valuations” looks at the ratio between “Price” […]

    More Info
  • What You May Not Know About Independence Day

    July 2, 2021

    To Inspire: As we celebrate our nation’s birth this July 4th, you might be surprised to learn some of the following facts about Independence Day.  These are excerpted from an article by Lauren Cahn in the most recent issue of Reader’s Digest. # 1 Our Nation’s Birthday could just as easily have been celebrated on […]

    More Info
  • Second Quarter Asset Class Review

    July 1, 2021

    To Inform: It’s the beginning of July which means the year is half over and the second quarter (April – June) is in the rearview mirror. Each month, The Joseph Group’s Investment Strategy Team puts together our Market Health Analysis, a packet of charts which looks at current events and different asset classes to inform […]

    More Info
  • Lessons from the Ocean

    June 25, 2021

    To Inspire: I (Michelle) had the lovely opportunity to spend a few quiet days at the beach recently, a quick get-a-way with our “quarantine pod” to celebrate a recent retirement. Despite being born and raised in very land-locked Central Ohio, I’ve always loved the ocean, and spent as much time as I could relaxing on […]

    More Info
  • International Stocks – Waiting for Godot?

    June 25, 2021

    To Inform:  The Samuel Beckett play “Waiting for Godot” centers around two men who are waiting for a man named Godot. The men spend the entire play waiting for Godot who, in the end, never does makes an appearance. As investors there can be periods where it feels like investing in a certain style or […]

    More Info