The Joseph Group

Wealth Notes: Inform

  • Identity Theft: Stay Vigilant

    November 22, 2023

    To Inform: Identity theft is not a new concern as forms of it have been around for decades. Unfortunately, that doesn’t mean the need for vigilance is less. If anything, now more than ever consumers should be aware of identity theft and the havoc it can wreak. Recent statistics from the Federal Trade Commission (FTC) […]

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  • Policy Uncertainty is A Good Thing for the Markets???

    November 17, 2023

    To Inform: “What impact will the Presidential election have on the market?” Last night I (Travis) had the opportunity to join a group of astute investors for their regular investment partnership meeting. We enjoyed terrific company, delicious food, and engaged in lively conversation. When the discussion shifted to markets, the fact the Presidential election is […]

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  • Seasonally Effective Giving

    November 10, 2023

    To Inform: As the sun descends toward the horizon of 2023 (yes, that’s a daylight savings time reference), many of us are trying to balance holiday plans, year-end planning for family, work, finances, and more. Despite the myriad tasks and concerns of this time of year, we also enter a season of gratitude, fellowship, and […]

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  • Investing Amidst the Storm

    November 3, 2023

    To Inform: I’ve always been fascinated by the weather and thunderstorms have always caught my attention. There is one thing I’ve never been able to understand about thunderstorms. Why is it that the skies are always at their darkest before the storm hits, while during the storm the sky tends to lighten? While undoubtedly there […]

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  • Views from Wall Street

    October 27, 2023

    To Inform:  Earlier this week Alex Durbin facilitated our regular Investment Committee meeting. As part of the agenda, we discussed asset class views which form the basis of positioning for the objective based portfolios we have the privilege of managing for clients. We then did a deep dive, comparing those views to those of various […]

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  • What Are Digital Estate Plans?

    October 20, 2023

    To Inform: As technology becomes a bigger part of our lives, so too do digital assets. What are digital assets? Almost anything that is stored online, on a computer, on a phone or really almost anything that has a login and a password can be considered a digital asset. Social media accounts, digital music, digital photos, […]

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  • The Return of the Bond Vigilantes

    October 13, 2023

    To Inform:  Dr. Ed Yardeni, a fixture on Wall Street for decades, is credited with coining the phrase “bond vigilante” in 1983. Bill Clinton’s political adviser James Carville said in 1994 that if he could be reincarnated it wouldn’t be as president, or the pope, or a .400 baseball hitter, but as the bond market […]

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  • What May Changing Seasons Mean for the Markets?

    October 3, 2023

    To Inform: September was not a good month for the financial markets. Looking at broad indexes, the Bloomberg Aggregate Bond Index (bonds) was down -2.5% for the month and the S&P 500 Index (U.S. stocks) was down -4.5%. The rough September translated into a rough third quarter. The chart below shows the performance of major […]

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  • Investing in Themes not Headlines

    September 29, 2023

    To Inform: Following markets for the last 25 years, there have been a lot of flashes in the pan that have come and gone. You might be able to recall some of the companies which dominated headlines in the halcyon days of the Tech Boom. A select few may even remember the “Nifty Fifty” of […]

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  • L.E.A.N. Into Retirement

    September 22, 2023

    To Inform:  I (Ryan) recently graduated from Mount Vernon Nazarene University where I studied financial planning. While our program was focused primarily on the technical side, we also spent some time on the social and relational aspects of financial planning. As part of the program we read a book by Mitch Anthony called “The New […]

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