To Inform:  There is certainly not a shortage of topics to talk about as it pertains the economy and markets right now. Rising COVID cases in certain states, renewed lockdowns, the potential end of the recession which started in February (a bunch of June economic data was V-shaped and showed expansion), or the recent leadership […]

To Inform:  Death and taxes; we know the saying. In spite of the certainty, all of us fail to give our estate plan the attention it deserves. It’s easy to avoid and none of us enjoys thinking about our…well, you know. On top of that, you’ve already signed your estate documents so you’re done, right? […]

To Inform: There is a lot going on so this will be a bit longer WealthNotes, but let’s break down these three questions. Are We Seeing a 2nd Wave of the Virus? The headline in today’s Wall Street Journal is clear – cases of COVID-19 are reaccelerating across various areas of the U.S. Part of […]

To Inform:  “There is no one right portfolio, but there is one that is right for you.” This quote from author Larry Swedroe is worth remembering, especially when markets are experiencing bouts of volatility. Our holistic approach of weaving your portfolio, plan, and purpose together as a cohesive roadmap to financial security acknowledges this principle. […]

To Inform:  This week, COVID-19 is back in the news as certain states have seen a rise in positive cases even as the overall U.S. positive testing rate declines. The chart below provides some context. Even though the percentage of COVID-19 tests with a positive result continues to fall across the U.S., states including Arizona, […]

To Inform: We can hardly believe it ourselves, but many broad market indexes are currently within spitting distance of breakeven for the year, with individual sectors such as health care and technology now reflecting positive returns for calendar year 2020. As markets move higher (and more expensive), where are the best potential future opportunities? In […]

To Inform:  Recent conversations with clients have had a common theme – “how can the stock market be performing so well recently when the economic data is so bad?” We believe the answer lies in the idea that markets tend to respond more to “better or worse” than they do to “good or bad.” Even […]

To Inform: “There are decades where nothing happens, and then there are weeks where decades happen”. This quote, attributed to Vladimir Lenin, rings particularly true today. For long stretches of time, the social, political, and economic arrangements of a society operate within ranges that all participants can at least recognize if not agree with. The […]

To inform:  Earlier this week TJG Portfolio Manager Alex Durbin and I had a chance to have a video call with Mark Nabi, an Investment Director at Capital Group, regarding the status of company dividend payments in the current environment. According to Nabi, “dividends remain an important source of income for investors, but with much […]

To inform:  Coming into the office today was different. Being a financial firm, The Joseph Group is an “essential business” so we’ve had a few people in the office each day for the last eight weeks keeping socially distant from one another. The area around our downtown Columbus Arena District office has been largely empty […]