The Joseph Group

Wealth Notes: Inform

  • The Triple Lindy

    February 3, 2023

    To Inform: The Rodney Dangerfield classic, Back to School, finds our protagonist Thornton Melon attempting the “Triple Lindy.” Mr. Melon attempts and completes a dive that anyone in the real world would be a fool to try. A person asks in the crowd what Mr. Melon is attempting. When told it’s the “Triple Lindy” she […]

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  • Secure Act 2.0

    January 27, 2023

    To Inform: While we gathered with family, friends, and loved ones just a few weeks ago for the holiday season the U.S. Congress passed the Consolidated Appropriations Act of 2023. Although this Appropriations Act is largely a spending bill gaining notoriety for its $1.7 trillion price tag, it includes legislation within it known as “Secure […]

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  • Unpacking Themes Key to 2023 – Part 1

    January 20, 2023

    To Inform:  Last night we hosted a Portfolios at Your Place event where we unpacked eight key themes we think are key to navigating financial markets in 2023. Over the next several weeks, we will unpack those themes with our readers. Let’s look at two today. Inflation is Deflating Across almost every indicator you would […]

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  • Looking for Green Shoots

    January 13, 2023

    To Inform: In small pots in my basement there are a dozen American Chestnuts germinating. I investigate the pots daily, ensuring they’re getting enough moisture and enough light to properly germinate and send stems above the surface. Several have sent root radicles out of the chestnut with “green shoots” soon to appear. While a budding […]

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  • Rates and the Economy Are Not the Stock Market

    January 6, 2023

    To Inform: As we start 2023, we get a lot of questions about what the year may look like from a market perspective. “What do you think will happen this year?” “What does your crystal ball say?” I think investors are especially interested given what a difficult market year 2022 was. Last year has the […]

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  • Checking In on the 7 Themes (+1) for 2022…And a Call to Action in 2023

    December 23, 2022

    To Inform:   Each January it’s a tradition for us at The Joseph Group to talk about the big picture themes which could impact portfolios in the year ahead. Defining these themes is important for our portfolio management process because they point us toward potential actions we may want to take in the portfolios we […]

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  • A Bright Future

    December 16, 2022

    To Inform: This ‘To Inform’ article was originally published in the Fall 2022 issue of Harvest Magazine.     “It is always darkest just before the day dawneth.” – Thomas Fuller Optimism abounds for financial planners. No, we don’t have a crystal ball for where we might be headed, but it might surprise you to hear […]

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  • China’s Reopening – Discussing the Impacts

    December 9, 2022

    To Inform:  A major disappointment for markets this year has been the absence of one of the key engines of global growth: China. Regardless of whether one is invested in Chinese stocks, the impact China has on global markets is profound. We’ve seen this play out in a variety of ways over the last three […]

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  • IRMAA – The Dreaded Annual Medicare Premium Adjustment

    December 2, 2022

    To Inform: As we enter the end of the year, many people who are Social Security and Medicare age are receiving their notices about the changes for next year. The good news is that Social Security benefits are going up by 8.7% next year, which is one of the largest increases on record! The bad […]

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  • Three Highlights from Portfolios at Your Place

    November 18, 2022

    To Inform: Last night we hosted a Portfolios at Your Place event to a capacity crowd of Joseph Group clients and friends. We talked about a multitude of topics, but I want to share a few key highlights. Post Mid-Term Elections Regardless of how an investor may feel about the mid-term elections politically, historically, the […]

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