The Joseph Group

Wealth Notes

  • A Source of Kindness, Compassion, and a Kidney!

    May 14, 2021

    To Inspire: For nearly 50 years, I (Matt) have been a reader of Guideposts Magazine. An unabashed fan of Norman Vincent Peale (who founded Guideposts with his wife, Ruth), Guideposts has inspired me month after month with stories of ordinary people overcoming great challenges and living lives of purpose. For this issue of WealthNotes, we […]

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  • Answering Questions When Markets are Volatile

    May 14, 2021

    To Inform: This past week has been a wild ride for the stock market. On Tuesday (5/11) and Wednesday (5/12), the popular Dow Jones Industrial Average was down over -300 points and -600 points respectively. Of course, with the Dow hovering around 34,000, -600 points isn’t what is used to be in percentage terms, but […]

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  • Coincidence, or Something More?

    May 7, 2021

    To Inspire: We’ve all had it happen – you talk about a song you haven’t heard in a long time and the next day you hear it – “We were just talking about this!” Or you are vacationing thousands of miles away from home, and totally unexpectedly run into someone from your hometown! Coincidences often […]

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  • A Look at Contrarian Investing

    May 7, 2021

    To Inform: I find great investment wisdom in reading from the accumulated wisdom of some of history’s greats. One such investor is David Dreman, author of Contrarian Investment Strategies. Dreman began investing in the late 1950s and ran his own firm for over 30 years. In his book, Dreman provides a number of “Rules”. One […]

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  • Inherited IRAs (aka “Stretch IRAs”) May Have Just Gotten a Little Less Flexible

    April 22, 2021

    To Inform: No one likes losing flexibility, especially when it comes to finances. Thanks to some recent changes through the SECURE Act and new IRS guidance, inherited retirement accounts suddenly became a lot more rigid. If you inherited a retirement account in 2020 or later, you might be subject to required minimum distributions (RMDs) starting […]

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  • Be kind. Everyone you meet is fighting a terrible battle.

    April 21, 2021

    To Inspire: Philo of Alexandria said, “Be kind. Everyone you meet is fighting a terrible battle.” Or, if they’re not now, they likely have in the past…or they will be in the future. Everyone. I had my second meeting with Bob yesterday. Our first meeting was a month ago. That conversation was just of the […]

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  • From Sugar Rush to Lasting Recovery

    April 16, 2021

    To Inform: Recent economic data has confirmed the recovery is on a solid footing. Retail sales, surveys of manufacturing and service businesses, and jobs numbers have all shown tremendous strength in recent weeks. With so many focused on the immediate reopening of the economy, it is worth asking what might come next. Is this just […]

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  • Keys for a More Fulfilling Life – Part 2

    April 15, 2021

    To Inspire: Continuing from last week’s Wealth Notes, we share excerpts from last five of Eleanor Roosevelt’s Eleven Keys For a More Successful Life, from her book, You Learn By Living (if you missed the first six keys, you can read them here). Enjoy! The Right to be an Individual – We are facing a great […]

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  • Return of the Cyclicals

    April 8, 2021

    To Inform:  Cyclical stocks are found across a range of sectors and are those most tied to changes in the broader economy. They’re often in the front row seat for any sort of economic slowdown (e.g., homebuilders and banks in 2008-09), but can be one of the better ways to play a strengthening economy. While […]

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  • Keys for a More Fulfilling Life

    April 8, 2021

    To Inspire: One of the most beloved figures of the 20th century, Eleanor Roosevelt remains a role model for many for a life well lived. At the age of 76 she penned a simple guide to living a fuller life, “You Learn by Living: Eleven Keys for a More Fulfilling Life.” In this issue of […]

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