To Inform: Estate planning is often viewed as a task reserved for the wealthy and admittedly not something most of us want to consider, but the truth is, everyone can benefit from having a solid estate plan in place. It’s not just about distributing assets after death; it’s about ensuring that your wishes are […]
To Inform: Wow. The U.S. stocks posted a massive gain the day after the election of Donald Trump as the 47th President of the United States. The popular Dow Jones Industrial Average was up 1,508 points (+3.6%) on November 6th and all of the most closely watched U.S. indices (Dow, S&P 500, NASDAQ) closed at […]
To Inform: This time next week we’ll (hopefully) know the winner of this coming Tuesday’s presidential election. There are enormous policy implications of a Trump or Harris administration and today the race sits on a knife’s edge. We’ll sort through a few key indicators – polling, betting markets, and market action – to get a […]
To Inform: As we approach the end of 2024, for some this is an opportune time to give to charities, churches and other non-profits we’re passionate about, especially as the holidays draw near and the picture becomes clearer on how income and taxes will shake out. There are many avenues in which you can give, […]
To Inform: Yesterday, The Joseph Group’s Chief Investment Officer Alex Durbin and I had the opportunity to attend the 8th Annual Ohio Private Wealth Forum, put together by Markets Group. The event is a gathering of Investment Advisors and Fund Managers and an opportunity to share best ideas through panel discussions, topic roundtables, and one […]
To Inform: As we enter the final quarter of 2024 there are several events on the horizon that could be major catalysts for markets. In a recent discussion with The Joseph Group’s Investment Committee, we discussed some of these catalysts and what the potential impacts these could have on markets. In this WealthNotes, we’ll look […]
To Inform: Earlier this week, members of The Joseph Group Investment Strategy Team (Alex Durbin, Jake Lindaberry, and Travis Upton) attended a mini conference at the JP Morgan Complex in Polaris, outside of downtown Columbus. The conference included presentations from fund managers and other investment professions focused on the bond market. We came back with […]
To Inform: A couple of months ago I had the pleasure of presenting a webinar, “Planning for College Costs: What You Need to Know,” alongside Joseph Group advisor Jake Martin. I loved the topic and thought it would be a great one to revisit here. Before we get into the planning strategies, let’s start with […]
To Inform: The Joseph Group CEO Travis Upton and I, along with several TJG team members, had the great privilege and fun of hosting clients and friends of the firm on the evening of September 12 at our annual Oktoberfest-themed Portfolios and Pints. The focus of our presentation was “questions from the hat” where we […]
To Inform: This week our Chief Investment Officer, Alex Durbin, is putting together our updated Market Health Analysis (MHA) packet ahead of our Portfolios and Pints event the evening of September 12 at Hofbrauhaus. Alex and I will be pulling questions out of a hat, so we won’t know what is coming! That said, we […]