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The Joseph Group

Wealth Notes: Inform

  • 401(k) Investors Structurally Set Up for Success During Market Volatility

    May 16, 2025

    To Inform: Earlier this week I had a conversation with a friend and business owner for whom The Joseph Group serves as advisor to his company’s 401(k). Here is a summary of part of our conversation: Friend: “Travis, what did the market do today?” Travis: “Flat today, but this week the S&P 500 turned positive […]

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  • Market Responding to ‘Better’ Trade News

    May 9, 2025

    To Inform: A few weeks ago, we wrote in this space the importance of distinguishing “good/bad” from “better/worse.” The market, a forward-looking indicator, isn’t so much concerned about the current state of corporate earnings or the macroeconomic backdrop in general as it is the trajectory of those things. In early April, economic indicators were (and […]

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  • Tax-loss Harvesting

    May 2, 2025

    To Inform: Realizing that we are comfortably through the April 15th tax filing deadline (for those of you not on extension) we don’t want to look at tax planning as simply a thing we think about when you file your return. As Wealth Advisors we want tax to be a planning topic we touch on […]

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  • Spinach and Candy

    April 25, 2025

    To Inform: This week, Joseph Group’s CEO Travis Upton and I had the pleasure of sharing our latest thoughts on what to make of markets in light of a tremendous shift in global trade policies. Borrowing a turn of phrase from a DC-based policy researcher, I likened what we’ve seen regarding tariffs over the past […]

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  • The Dollar, Gold, and the Art of Taking Profits

    April 17, 2025

    To Inform: Along with questions about tariffs in recent weeks, other topics of conversation have been around what is happening with the dollar as well as the move in gold prices to all-time highs. I’m going to address these and answer the question, “when should I take profits?” I cover a lot of ground here […]

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  • Buying the Dip

    April 2, 2025

    To Inform:  “When do I buy the dip in XYZ stock?” or “should I be worried about the dip in XYZ stock?” These are questions we’ve received quite a few times this year as it relates to individual stocks or even stock market indexes like the S&P 500. In attempting to answer that question, I […]

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  • The AI Revolution Is To Also Be Powered by…Nuclear Energy?

    April 2, 2025

    To Inform:   Back in 1979, a news reporter (Jane Fonda) and her camera operator (Michael Douglas) are unintentional witnesses to a SCRAM incident, an emergency core shutdown procedure at a nuclear power plant in California. The crew prevents a catastrophe, but the plant supervisor (Jack Lemmon) begins to suspect the plant is in violation […]

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  • Three Things We Are NOT Seeing in the Markets

    March 28, 2025

    To Inform: Federal Reserve Chair Jerome Powell summed up the current environment well in a recent press conference: “The new Administration is in the process of implementing significant policy changes in four distinct areas: trade, immigration, fiscal policy, and regulation. It is the net effect of these policy changes that will matter for the economy […]

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  • Questions About Tariffs

    March 21, 2025

    To Inform: The Joseph Group had the great privilege (and a lot of fun!) hosting a crowd of clients and friend at our March Portfolios and Pints this past Tuesday in Hilliard. Joseph Group Partner and CEO Travis Upton and I fielded “questions from a hat” that had been submitted by clients and advisors. One […]

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  • Gearing Up for Questions from a Hat – March 18

    March 14, 2025

    To Inform: Tuesday, March 18 at 5pm we will hold our semi-annual “Questions from a Hat” Portfolios and Pints event at Crooked Can in Hilliard. These events are always fun, but I feel like attendance is always a little higher when there is volatility in the market…and right now we are definitely seeing market volatility. […]

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