To Inform: Travis Upton, CEO of The Joseph Group, and I had the pleasure of updating clients this week in one of our Portfolios at Your Place Zoom calls. The focus of our conversation was the Harvest portfolio, our objectives-based strategy for investors with long-term, tangible goals. Our conversation centered on the distinct asset classes […]

To Inform:  Next Wednesday at 4:00pm, Alex Durbin and I will be hosting our quarterly Portfolios at Your Place event. We seek to mix up the content for these events and this time we are going to be looking at what’s happening in financial markets through the lens of the Harvest strategy we have the […]

To Inform: We occasionally receive the question, “What are these Trump Accounts I’ve been hearing about?” To put it simply, Trump Accounts are an investment account available to U.S. citizens under the age of 18 which offers tax-deferred growth. An account can be opened by a child’s parent or guardian who will remain the custodian […]

To Inform: This past Wednesday the Fed met for the second meeting of new Fed Chair Kevin Warsh’s term and chose to keep short term interest rates unchanged at the 3.75% upper bound. It is worth noting keeping rates unchanged was not a slam dunk. Odds based on Fed Funds futures were 66% in favor […]

To Inform: A little more than halfway into the year, I thought it would be interesting to revisit one of the themes we flagged at the beginning of the year and see how it is playing out. Our “Rates Higher for Longer for Longer” theme was written with a certain cheekiness, with an extra “for […]

To Inform: When I’m looking at returns for the objectives-based portfolios we have the privilege of managing for clients, I find it informative to look at the underlying asset classes to see which have contributed most to the return and which have been laggards. I also find it helpful to look forward and think about […]

To Inform: The “Wall of Worry” is a mythical structure on Wall Street whose bricks are comprised of all the fears that investors are dealing with at a point in time. The phrase first came into use in the 1950s, and it is now often said that “markets climb the wall of worry.” This wall […]

To Inform: My family and I attended a Columbus Clippers baseball game this week and as I sat there listening to the sounds of America’s pastime, I glanced at the sky and noticed a jet airliner on its climb out of Port Columbus. As the plane glided effortlessly through the hazy air my mind flashed […]

To Inform: This week, I had the opportunity to travel to Santa Fe, New Mexico to a conference put on by VanEck, a well-known investment firm. Fund managers discussed investment insights related to major themes driving the economy – themes such as AI, semiconductors, power generation, data centers, and natural resources.   In The Joseph […]

To Inform: Wednesday marked a new day at the U.S. Federal Reserve. It was the conclusion of new Federal Reserve Chairman Kevin Warsh’s first Federal Open Market Committee meeting. A few things came out of this week’s meeting. To be precise, these things were the Committee’s decision to leave rates alone, the issuance of a […]