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The Joseph Group

Wealth Notes: Inform

  • Streaks Are Made to Be Broken

    February 2, 2018

    To Inform:  The U.S. stock market has had an amazing run recently, but it appears volatility is coming back into the markets.  It may feel strange to see negative numbers on the market indexes, but we would say the volatility is not what is strange – it’s the fact the lack of volatility has lasted so […]

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  • Is Foreign Stock Leadership Priced to Continue?

    January 19, 2018

    To Inform:  In 2017, foreign stocks broadly outperformed U.S. stocks.  Is foreign stock leadership a one-year fluke or can it continue?   Part of the outperformance in 2017 came from a weaker dollar, but based on earnings and valuation, we believe both emerging market stocks (think India, Brazil, and China) and developed market foreign stocks (think Japan […]

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  • Market Impact of Tax Reform Heading Into 2018

    December 27, 2017

    To inform:  Last week we held our final Portfolios at Panera discussion for 2017 and the main topic on everyone’s mind was the new tax reform bill recently passed by Congress and signed into law by President Trump.  What are the potential market implications of the new tax laws heading into 2018?  Here are some […]

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  • Asset Class Trends

    July 28, 2017

    At this month’s Portfolio at Panera meeting we reviewed the performance of different asset classes in the 2nd quarter of 2017 (April – June) and whether we believed the trends in those asset classes might continue in the second half of the year.

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  • What is Aadhaar?

    June 19, 2017

    This year, international stocks have clearly been the leaders in the global equity market, with emerging markets being the best performing area of the world. In particular, one interesting area complex has been the country of India.  India has developed a program called Aadhaar (think a bigger Social Security system in the technology age) which not only has the potential to stimulate economic growth in India, but may also provide a glimpse into the future of the global economy.  

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  • May’s Month-End Performance

    June 2, 2017

    School is out and we are almost halfway through 2017.  As we are reviewing May’s month-end performance, it’s a good time to look at the big picture themes driving markets as we enter into the summer months.  

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  • Investment Team Members Meet With Westcore Funds

    May 23, 2017

    Last week two members of The Joseph Group’s investment team, Travis Upton and Aaron Filbeck, were in Denver, Colorado meeting with fund managers at the Westcore Funds.  Westcore manages mutual funds and institutional accounts in a wide range of strategies including small company growth stocks, dividend paying stocks, corporate bonds, and international small company stocks.  Travis and Aaron had the opportunity to discuss markets and strategy with all of the different fund management teams and gain valuable insights for The Joseph Group’s investment committee.

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  • Local High School has 100% of its Seniors Accepted to One or More Colleges!

    April 20, 2017

    Can you name the local high school that has 100% of its seniors accepted to one or more colleges?  Upper Arlington?  Bexley?  Columbus Academy?  CSG?  Nope, it’s Cristo Rey Columbus the amazing downtown Catholic school that provides a college preparatory education to under-served central Ohio youth from all faiths who come from economically challenged families.  More than half of that school’s seniors will be the first in their families to attend college!  Talk about a game changer – this school is producing pioneers – young people whose futures will be radically transformed because of this life changing high school.

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