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The Joseph Group

Wealth Notes: Inform

  • What’s Changed Since the Beginning of the Year?

    March 15, 2024

    To Inform: This past week I had the privilege of being a guest speaker at two different meetings of Investment Clubs/Partnerships. It was fun for me to join in the discussion and hear their thoughts about the current market environment and where they believed opportunities exist in today’s market. These savvy investors were largely looking […]

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  • Back to the Future – Japan Edition

    March 1, 2024

    To Inform: “Roads? Where we’re going we don’t need ‘roads’.” When Doc Brown uttered these words to Marty McFly at the end of the Robert Zemeckis hit Back to the Future it is possible some viewers might have believed him. Investors might have had similarly optimistic views for the prospects for Japanese stocks, an investment […]

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  • A Brief Survey of Behavioral Finance

    March 1, 2024

    To Inform: After months of studying a plethora of review material, I just sat for the first level of the CFA exam. It has been a joy to be immersed in a subject that I enjoy and desire to learn more about while studying nights and weekends. When this has been combined with the opportunity […]

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  • Estate Planning Essentials: Securing Your Legacy and Protecting Your Loved Ones

    February 23, 2024

    To Inform: Estate planning is a crucial aspect of financial management that often gets overlooked. It involves preparing for the distribution of your assets and the management of your affairs in the event of incapacity or death. By creating a comprehensive estate plan, you can ensure that your wishes are carried out, minimize potential conflicts […]

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  • When Bad News Is Good News for the Markets

    February 16, 2024

    To Inform: My Father-in-law is so kind to me. Yesterday I was on the phone with him, and he asked, “T, are you doing okay? I saw the market was down over 500 points earlier this week!” My response was, “Oh yes – it was a blip – the market was down Tuesday, but up […]

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  • Will There Be Another Round of Inflation In 2024?

    February 9, 2024

    To Inform: I had an interesting conversation this week with a portfolio strategist at a large investment institution. In our conversation the strategist mentioned an internal debate at his firm that centered around the question of what was more likely – that the US 10-year Treasury Bond hits 2.5% this year or 5-5.5%. The scenarios […]

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  • Should I Invest When Markets Are Up?

    February 2, 2024

    To Inform:  “The market’s up, should I go to cash?” seems to be a question we hear a lot when, well, the market is up. As I was pondering what to write about this week, my thoughts went to this question. Confirming my choice of topic was a 401(k) participant who stopped by our office […]

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  • Planning Opportunities During Tax Season

    January 26, 2024

    To Inform: The start of a new year brings a lot of self-reflection, new year resolutions, and most excitingly…tax season! All joking aside, even though we are already a few weeks into 2024, did you know that there are still ways to reduce your taxes for 2023? The deadline to act is the tax filing […]

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  • Fed Rate Cuts: Why is More Important Than When

    January 19, 2024

    To Inform:  Earlier this week, Alex and I hosted our January Portfolios Event – “7 Themes Plus One More for 2024.” One of those themes discussed our view on one of the biggest questions we are receiving from clients – potential interest rate cuts by the Fed in 2024. All signs point to the Fed […]

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  • Election Themes in 2024

    January 12, 2024

    To Inspire: In a year where close to 40% of both global population and global GDP head to the polls, I thought it might be interesting to unpack some of the 2024 political themes our research partners are sharing with us. If you read last week’s Wealthnotes you might recall the average performance of the […]

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