To Inform: If you’ve inherited (or expect to inherit) an IRA, you’ve probably heard that the rules have changed. Thanks to legislation like the SECURE Act that passed in December of 2019, beneficiary IRAs (also called inherited IRAs) now come with a set of guidelines that split beneficiaries into two main camps: eligible and non-eligible. […]

To Inform: The Joseph Group hosted a “Portfolios at Your Place” Zoom call for clients and friends of the firm earlier this week in which CEO Travis Upton and I did a deep dive on the Provision strategy we have the privilege of managing for many clients. We walked through the five key asset classes […]

To Inform: Over the last couple of weeks, I’ve received the same general question from friends, clients, and fund companies visiting our office: “with everything happening in markets with the war in Iran, are clients freaking out?” I’m pleased to say, every time, the answer has been, “No, clients seem pretty calm about it all!” […]

To Inform: I had the chance this week to sit with some astute investors and clients of The Joseph Group, as well as a portfolio manager of a high yield fund held in many client accounts. We got to talking about some of the big issues being debated in markets today and touched on inflation […]

To Inform: One would think that with ubiquitous internet access and billions of cell phones in service globally that we’d have a very clear picture of what is happening within Iran. One commentator I follow said he thinks the “fog of war” surrounding the conflict with Iran is as great as it has ever been […]

To Inform: This week I had the same general question asked in two separate client meetings: “I have some cash to invest, with the pullback in the markets, should I put the money in the market now?” My response was: “No, let’s dollar cost average the funds. You can put some funds in now, but […]

To Inform: Every so often I find it interesting to tackle a few questions that I’ve heard from clients about the current environment and how the answer to these questions might help us think about the impact on markets. Today, of course, everything hinges on Iran. The questions I’m seeing with respect to the conflict […]

To Inform:  Last night we hosted our quarterly Portfolios and Pints event. A crowd of more than 50 enjoyed great food and drinks, fun fellowship, and hopefully took a few nuggets away as The Joseph Group Chief Investment Officer Alex Durbin and I pulled questions from the “Lucky” hat. Why was the hat “Lucky” you […]

To Inform: This week, TJG’s Senior Investment Analyst Jerry Brown and I had the good fortune to host Kay Herr, JP Morgan’s U.S. Chief Investment Officer for their Global Fixed Income, Currency, and Commodities team. Put another way, she’s a big deal in the bond world. The neat thing about bond investors is they tend […]

To Inform: Talking with your adult children about money doesn’t have to mean you’re committing to a big, serious “summit.” It can simply mean staying open to the idea and taking a few gentle first steps when it feels right. You might start by just asking yourself: “If something unexpected happened, would my kids know […]