The Joseph Group

Wealth Notes

  • Kick the Success Addiction

    January 20, 2023

    To Inspire: As many of you know, we love to give books to our clients and friends. Books can change lives and good books can change lives for the better. One such book is Arthur Brooks’ newest offering, “From Strength to Strength: Finding Success, Happiness and Deep Purpose in the Second Half of Life.” Brooks […]

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  • Unpacking Themes Key to 2023 – Part 1

    January 20, 2023

    To Inform:  Last night we hosted a Portfolios at Your Place event where we unpacked eight key themes we think are key to navigating financial markets in 2023. Over the next several weeks, we will unpack those themes with our readers. Let’s look at two today. Inflation is Deflating Across almost every indicator you would […]

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  • The 1-Minute Rule

    January 13, 2023

    To Inspire: While I don’t make a lot of “official” New Year’s Resolutions, being a little more organized and having a little less clutter is always a goal. So, I couldn’t resist checking out something called the 1-minute rule, which some people claim can make your life easier. Here is the 1-minute rule: If a […]

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  • Looking for Green Shoots

    January 13, 2023

    To Inform: In small pots in my basement there are a dozen American Chestnuts germinating. I investigate the pots daily, ensuring they’re getting enough moisture and enough light to properly germinate and send stems above the surface. Several have sent root radicles out of the chestnut with “green shoots” soon to appear. While a budding […]

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  • Rates and the Economy Are Not the Stock Market

    January 6, 2023

    To Inform: As we start 2023, we get a lot of questions about what the year may look like from a market perspective. “What do you think will happen this year?” “What does your crystal ball say?” I think investors are especially interested given what a difficult market year 2022 was. Last year has the […]

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  • Resolve to Be More Loving

    January 6, 2023

    To Inspire: On behalf of all of us at The Joseph Group, Happy New Year! We trust you had wonderful holidays and are looking forward to this new year and the opportunities, joys and challenges it surely will bring. Like many of us, I’ve been thinking about New Year’s Resolutions. The research is clear that […]

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  • Giving from the Heart

    December 23, 2022

    To Inspire: Clients and Friends – this will be our last issue of Wealth Notes for 2022. What a blessing it is to know so many of you and to take this opportunity on behalf of our entire team to wish you a beautiful Christmas, Happy Holidays and a great 2023. Christmas is a very […]

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  • Checking In on the 7 Themes (+1) for 2022…And a Call to Action in 2023

    December 23, 2022

    To Inform:   Each January it’s a tradition for us at The Joseph Group to talk about the big picture themes which could impact portfolios in the year ahead. Defining these themes is important for our portfolio management process because they point us toward potential actions we may want to take in the portfolios we […]

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  • WealthNotes Best of 2022

    December 16, 2022

    To Inspire: The Joseph Group’s mission is “Helping create great lives, one story at a time.” We love the role we get to play in the great lives of our clients and friends and we also know the importance of living our own great lives. We love to share inspiring stories and we love to […]

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  • A Bright Future

    December 16, 2022

    To Inform: This ‘To Inform’ article was originally published in the Fall 2022 issue of Harvest Magazine.     “It is always darkest just before the day dawneth.” – Thomas Fuller Optimism abounds for financial planners. No, we don’t have a crystal ball for where we might be headed, but it might surprise you to hear […]

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