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The Joseph Group

Wealth Notes: Inform

  • Coffee with the CIO

    August 12, 2015

    Last week we held the first of what will become a regular event – “Coffee with the CIO” – at The Joseph Group’s offices led by The Joseph Group’s Chief Investment Officer, Travis Upton. Numerous topics were covered, but two main issues were clearly on the clients’ minds – 1) the continued saga of Greece, and 2) where to play offense in order to make money in what has been a flat market.

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