To Inform: Don’t blink now, but the end of October is right around the corner! At this point, Christmas decorations are creeping into and starting to takeover stores. What does this mean? Before the craziness of the holiday season begins, now is the perfect time to review your financial picture, wrap up any loose ends […]
To Inform: Over the last few weeks, a big topic within the Investment Strategy Team meetings at The Joseph Group has been TIPS – Treasury Inflation Protected Securities. Clients holding certain portfolio strategies we have the privilege of managing on their behalf may have noticed trade confirmations recently as we seek to take advantage of […]
To Inform: Earlier this week, I had the opportunity to go to Austin, TX for an investment conference hosted by a large asset manager. The weather was wonderful, with sunny skies and average temperatures around 80 degrees, which the locals tell me was a noticeable drop from the previous weeks. Another wonderful outcome was the […]
To Inform: “You’re traveling through another dimension, a dimension not only of sight and sound, but of mind.” In this week’s episode of Wealthnotes we’re going to take a page out of Rod Serling’s book and picture a scenario where investors travel through another dimension, to September 2021. Five years ago, stocks had recovered all […]
To Inform: The “60/40 portfolio” is a term referring to an investment strategy that allocates 60% to stocks and 40% to bonds. The term is considered a starting point for a “balanced” portfolio because the stock portion is intended to drive long term growth while the bond portion is supposed to provide stability, income, and […]
To Inform: The Joseph Group had the privilege of hosting a large group of friends and clients at our annual Oktoberfest-themed “Portfolios and Pints” this week. As is the annual tradition, I and The Joseph Group’s CEO Travis Upton pulled questions from a hat submitted by our clients over the course of the last several […]
To Inform: This morning I called a good client and friend and as soon as he answered the phone, the conversation immediately went to politics. This weekend, I watched the Ohio State game with my 16-year-old son and as the commercials came on he said, “you can’t vote for that candidate” and then he proceeded […]
To Inform: Members of The Joseph Group’s Investment Strategy Team had the privilege of connecting with the portfolio manager of one of the “Dynamic” funds held in many client portfolios invested in our Harvest strategy. As a reminder, Dynamic funds are ones in which, to borrow a phrase from Chief Wealth Planning Officer Todd Walter, […]
To Inform: What is a Roth IRA? A Roth IRA (Individual Retirement Account) is a personal retirement account where you can add funds that you have already paid taxes on. The benefit of contributing to a Roth IRA is that since you have already paid tax on these funds, they can “grow and go” tax […]
To Inform: Travis Upton, CEO of The Joseph Group, and I had the pleasure of updating clients this week in one of our Portfolios at Your Place Zoom calls. The focus of our conversation was the Harvest portfolio, our objectives-based strategy for investors with long-term, tangible goals. Our conversation centered on the distinct asset classes […]