To Inform: If you’ve been reading or watching the news you’ve most likely seen the fraud occurring with Ohio’s unemployment claims. This has hit too close to home as several Joseph Group clients and even team members have had their information compromised. Hopefully we are all taking precautions and shredding important documents, using strong and […]

To Inform:  Earlier this week I had a call with a client and he said, “I’ve been away and haven’t been following the markets too closely. I only have about 10 minutes – what is important for me to know?” We had a terrific brief conversation which focused on four key points, and I’ll share […]

To Inform: We’ve written and talked about inflation a number of times over the past several months. For a period in early 2020, inflation was the least of anyone’s concerns (most strikingly when the April contract of WTI Crude Oil went to -$40 a barrel). We’re not yet at levels of inflation where one must […]

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, […]