To Inform: We know political events set off emotions for clients, but they also set off emotions for the markets. At the risk of talking a little politics, there are two key political areas we are paying attention to as they could spur some market headlines in the months ahead. The Debt Ceiling This weekend, […]
To Inform: Markets often tell a reliable story. Rising interest rates, usually an indicator of a strengthening economy, often portend better times ahead for banks. Small cap stocks are outperforming? It’s likely value stocks are as well. Interest rates are falling? The dollar is likely weakening. These aren’t hard and fast rules, but they’re likely […]
To Inform: We should know that life insurance is an important part of any financial plan. At The Joseph Group, we do not sell life insurance but just like mortgages, long-term care and estate planning, we help our clients think about and plan for their life insurance coverage. Life insurance can be a valuable tool […]
To Inform: Despite spurts of volatility, major stock indexes have been bouncing around all-time highs in recent weeks. At the same time, measures of valuation show stocks have been getting cheaper. How is that possible?? Read on! First some education and context. The most common measure of stock “valuations” looks at the ratio between “Price” […]
To Inform: It’s the beginning of July which means the year is half over and the second quarter (April – June) is in the rearview mirror. Each month, The Joseph Group’s Investment Strategy Team puts together our Market Health Analysis, a packet of charts which looks at current events and different asset classes to inform […]
To Inform: The Samuel Beckett play “Waiting for Godot” centers around two men who are waiting for a man named Godot. The men spend the entire play waiting for Godot who, in the end, never does makes an appearance. As investors there can be periods where it feels like investing in a certain style or […]
To Inform: When you think of some of your biggest dreams in life, perhaps it’s providing for your family, owning a home, or traveling the world, the financial aspect of it can be overwhelming. You may be asking yourself “Where do I even start? What should I be doing now to ensure that I […]
To Inform: The concept that prices are rising and inflation is here is pretty widely agreed upon, and we would say is a consensus idea. Recently, I had my own encounter with inflation. On my way home earlier this week, my car dinged to tell me I was running low on gas. I thought, “no […]
To Inform: A sentiment we often hear is “I want to buy stocks, but I’m waiting for a pullback.” Another variation of this sentiment might sound like this, “I don’t want to buy stocks right now, the market is trading at all-time highs.” These are reasonable views. After all, it’s prudent to want to buy […]
To Inform: One of the biggest debates in the investment world is the future of inflation. There is no doubt inflation is here. So far in 2021, direct inputs to things we buy like lumber (think housing), corn/soybeans (groceries), and tin (cans for food, paint) have skyrocketed. The question though is whether inflation is a […]