To Inform:  This WealthNotes “To Inform” piece is likely to run a little longer than normal as we take a look back at the sharp market correction that culminated 2 weeks ago, discuss what we are seeing in markets today, and share how we are positioning portfolios going forward. Looking Back: The Grinch certainly stole […]

To Inform:  During yesterday’s Federal Reserve announcement on interest rates, members of The Joseph Group team gathered around the TV in our team area to watch the announcement and the market reaction.  At 2:00 pm, the announcement came across that the Fed was increasing the Fed Funds rate by 0.25% (from 2.25% to 2.50%) and […]

To Inform:  The attention-grabbing headline was purposeful.  Declines for major asset classes (like stocks and bonds) have not been especially deep in 2018, but when you look across asset classes, by some measures, markets have never seen a year where so many asset classes have negative returns. A couple of weeks ago, the chart below […]

Investment Update:  Earlier this week, the advisors and investment professionals which make up The Joseph Group’s Investment Committee gathered in front of the screen in our team area and talked about what has changed in the markets during the last few trading days. Last week, market behavior supported the idea that the typical 4th quarter […]

To Inform:  Source: https://DCEBrief.com   Earlier this week, The Joseph Group hosted our very first Portfolios & Pints at Land Grant Brewery.  Very similar to our monthly Portfolios at Panera, this was an opportunity to talk about markets and answer questions about what we are doing in client portfolios. Starting a new evening gathering brought […]

To Inform:  Earlier this week, Jeff Tudor, CRPS, Client Advisor, and Aaron Filbeck, CFA, CAIA, CIPM, Portfolio Manager, attended the Schwab IMPACT Conference hosted in Washington D.C. This annual conference is a great opportunity for firms like ours to attend educational sessions on investments, financial planning, technology, and practice management topics. Among the keynote speakers […]

To Inform:  October has been a rough month for the markets, to say the least, but in a few weeks, we are about to enter what historically has been one of the best 9-12-month periods for the stock market.  In the midst of the market turmoil, is Santa Claus getting his sleigh ready to bring […]

To Inform:  One of the theories we have after last week’s market correction is that we might see stock market leadership shift to a different group of stocks.  So far this year in the U.S., “growth” stocks, particularly technology companies, have dominated “value” and dividend-paying stocks.  Based on a number of metrics, the historical relationship […]

To Inform:  There are two types of market corrections and anytime market volatility is more extreme than usual, we always need to be asking which of the two types of correction might be happening. A technical or “fear” based correction is typically fast, furious and short lived.  There is typically some sort of headline/catalyst (i.e., […]

To Inform:  In 2017, global stock markets were firing on all cylinders.  Earnings were growing, companies were paying dividends, prices were going up, and a weaker dollar even provided a tailwind for foreign stock returns.  In 2018, returns in the global stock market have been harder to come by despite tax reform creating a boost […]