To Inform: In December, TJG Portfolio Manager Alex Durbin and I had the opportunity to have a terrific meeting at a client’s home (with appropriate social distancing). In addition to enjoying some amazing Christmas cookies, we had an interesting discussion about an area of the financial markets which typically flies under the radar – municipal […]

To Inform: What a difference a couple months can make! Early in December we hosted a webinar on “Post-Election Year-End Planning Strategies” where we discussed among other things, the Biden Tax Proposal. At the time, all eyes were on Georgia. If the Republicans were to win only one of the two senate seats, much of […]

To Inform: As a new Presidential administration takes office, the stock market isn’t the only thing moving higher…so are measures of inflation. Over Christmas break, we hosted a small COVID-safe family gathering at our house. Over dinner, my amazing mother-in-law, who appreciates finding good deals while shopping as much as I do, asked: “is it […]

Since the election, we’ve used this note to discuss some of the areas that look interesting to us in 2021. First, a couple of key assumptions. One, the Georgia Senate races that both went to Democrats mean it is more likely the Biden administration implements some of their policy ideas beginning this year. The evenly […]

To Inform:  The events this week in Washington DC were tragic regardless of what side of the political aisle you are on. We pray for our country and we pray for healing. We now know the election results – Congress has certified Joe Biden’s election as President and in a surprise based on where polls […]

To Inform: Is it me, or do you think at the end of 2020 we need a double dose of “to inspire”?! What a year. Insert your own personal recap here ______________! I’m confident you have a story; we all do. At The Joseph Group we talk about money being only a tool to help us all live […]

To Inform:  Earlier this week we had our final Portfolios at Your Place of the year and discussed our Five Themes (+1) which are key items of discussion in our Investment Strategy Team meetings as we approach 2021. We will likely be unpacking each of these more in depth in the weeks and months ahead, […]

To Inform:  If you’re a coffee drinker you might enjoy a cappuccino from time to time. A great one has some froth on top and makes for an enjoyable experience – provided you don’t drink too much or too quickly. One way to describe markets in 2020 is “frothy.” Frothy markets are those in which […]

To Inform: One of the headlines in the December 3rd edition of the Wall Street Journal said “Covid-19 Vaccine Cleared For Use In UK.” After strong results from clinical trials, vaccines are being pushed for clearance for emergency use and distribution is expected to begin (in limited numbers) within days. Wider distribution of the vaccines […]

To Inform:   “Man… cannot fully find himself except through a sincere gift of himself.” This quote illustrates well the idea that, as human beings, we often find the greatest joy and satisfaction by giving our time, talent, or treasure for the benefit of others. The late Pope Saint John Paul II called this idea […]