To Inform: As we approach the end of 2024, for some this is an opportune time to give to charities, churches and other non-profits we’re passionate about, especially as the holidays draw near and the picture becomes clearer on how income and taxes will shake out. There are many avenues in which you can give, […]

To Inform: Yesterday, The Joseph Group’s Chief Investment Officer Alex Durbin and I had the opportunity to attend the 8th Annual Ohio Private Wealth Forum, put together by Markets Group. The event is a gathering of Investment Advisors and Fund Managers and an opportunity to share best ideas through panel discussions, topic roundtables, and one […]

To Inform: As we enter the final quarter of 2024 there are several events on the horizon that could be major catalysts for markets. In a recent discussion with The Joseph Group’s Investment Committee, we discussed some of these catalysts and what the potential impacts these could have on markets. In this WealthNotes, we’ll look […]

To Inform: Earlier this week, members of The Joseph Group Investment Strategy Team (Alex Durbin, Jake Lindaberry, and Travis Upton) attended a mini conference at the JP Morgan Complex in Polaris, outside of downtown Columbus. The conference included presentations from fund managers and other investment professions focused on the bond market. We came back with […]

To Inform: A couple of months ago I had the pleasure of presenting a webinar, “Planning for College Costs: What You Need to Know,” alongside Joseph Group advisor Jake Martin. I loved the topic and thought it would be a great one to revisit here. Before we get into the planning strategies, let’s start with […]

To Inform: The Joseph Group CEO Travis Upton and I, along with several TJG team members, had the great privilege and fun of hosting clients and friends of the firm on the evening of September 12 at our annual Oktoberfest-themed Portfolios and Pints. The focus of our presentation was “questions from the hat” where we […]

To Inform: This week our Chief Investment Officer, Alex Durbin, is putting together our updated Market Health Analysis (MHA) packet ahead of our Portfolios and Pints event the evening of September 12 at Hofbrauhaus. Alex and I will be pulling questions out of a hat, so we won’t know what is coming! That said, we […]

To Inform: First, let me ask for your forgiveness for finding another way of incorporating trees into a Wealthnotes topic (no pictures this time). That said, the expression, “trees don’t grow to the sky” was mentioned in a meeting I had this week with a sales representative from a mutual fund firm and then in […]

To Inform: Credit card debt has become a pervasive issue in the United States, with millions of Americans carrying balances month to month. The convenience of credit cards has made it increasingly common for individuals to rely on credit to cover daily expenses. Credit card companies market them as an effortless way to pay for […]

To Inform: I fully realize I’m not following the first rule of investment management by focusing on the short term. I’m hoping clients and friends will do as I say and not as I do by focusing on the long term! That said, there has been a lot of volatility the past couple of weeks […]