The Joseph Group

Wealth Notes: Inform

  • New Year Potential in Infrastructure, Banks and Energy

    January 14, 2021

    Since the election, we’ve used this note to discuss some of the areas that look interesting to us in 2021. First, a couple of key assumptions. One, the Georgia Senate races that both went to Democrats mean it is more likely the Biden administration implements some of their policy ideas beginning this year. The evenly […]

    More Info
  • Georgia (and Washington, DC) on Everybody’s Mind

    January 8, 2021

    To Inform:  The events this week in Washington DC were tragic regardless of what side of the political aisle you are on. We pray for our country and we pray for healing. We now know the election results – Congress has certified Joe Biden’s election as President and in a surprise based on where polls […]

    More Info
  • Year-End Financial Reflection

    December 22, 2020

    To Inform: Is it me, or do you think at the end of 2020 we need a double dose of “to inspire”?! What a year. Insert your own personal recap here ______________! I’m confident you have a story; we all do. At The Joseph Group we talk about money being only a tool to help us all live […]

    More Info
  • Five Themes (+1) for 2021

    December 18, 2020

    To Inform:  Earlier this week we had our final Portfolios at Your Place of the year and discussed our Five Themes (+1) which are key items of discussion in our Investment Strategy Team meetings as we approach 2021. We will likely be unpacking each of these more in depth in the weeks and months ahead, […]

    More Info
  • Enjoy the Froth – But Be Careful

    December 10, 2020

    To Inform:  If you’re a coffee drinker you might enjoy a cappuccino from time to time. A great one has some froth on top and makes for an enjoyable experience – provided you don’t drink too much or too quickly. One way to describe markets in 2020 is “frothy.” Frothy markets are those in which […]

    More Info
  • Vaccines, Leadership, and Sentiment

    December 4, 2020

    To Inform: One of the headlines in the December 3rd edition of the Wall Street Journal said “Covid-19 Vaccine Cleared For Use In UK.” After strong results from clinical trials, vaccines are being pushed for clearance for emergency use and distribution is expected to begin (in limited numbers) within days. Wider distribution of the vaccines […]

    More Info
  • The Law(s) of the Gift

    November 19, 2020

    To Inform:   “Man… cannot fully find himself except through a sincere gift of himself.” This quote illustrates well the idea that, as human beings, we often find the greatest joy and satisfaction by giving our time, talent, or treasure for the benefit of others. The late Pope Saint John Paul II called this idea […]

    More Info
  • A Vaccine is More Important for Markets Than Who the President Is

    November 10, 2020

    To Inform: Christmas may have come early for investors as Pfizer/BioNTech put out its vaccine data earlier than expected. According to Bloomberg, “the shot prevented more than 90% of symptomatic infections in the trial of tens of thousands of volunteers.” On a call with reporters, Anthony Fauci, Director of National Institute of Allergy and Infectious […]

    More Info
  • Election 2020 – Thinking Beyond November

    November 5, 2020

    To Inform: As I write this, President Trump remains an outside shot to keep the Presidency. The situation remains fluid and thus I’ll stay away from what we don’t know (who will be inaugurated in January 2021) and stick to what we have a better idea of (Republicans hold the Senate and narrow the gap […]

    More Info
  • What History Says About Fund Flows Around Elections

    October 30, 2020

    To Inform: Earlier this week we held our Portfolios at Your Place Event looking at the “Final Countdown” before next week’s presidential election. We covered a lot of ground including potential planning implications with proposed changes in tax policy, portfolio implications of a weaker dollar post-election (it favors foreign stocks), and a look at which […]

    More Info