To Inform: Every month our Chief Investment Officer, Alex Durbin, puts together a packet of charts with perspectives on markets and asset classes we call our Market Health Analysis (MHA). While Alex puts the ultimate document together, I try to help him out at the beginning of the month by putting charts I find interesting […]
To Inform: One of the greatest country songs put to vinyl was a collaboration between Waylon Jennings and Willie Nelson titled “Mamas Don’t Let Your Babies Grow Up to be Cowboys.” My favorite line in the song is “He ain’t wrong, he’s just different.” There are some things about our philosophy here at TJG that […]
To Inform: It’s hard to believe how quickly things are moving in Washington, D.C. As I type this, Travis Upton, CEO of The Joseph Group, is barreling down on the city in a tour bus, accompanying a gaggle of high school choir students. I can’t help but wonder if he also attempts a little bit […]
To Inform: Earlier this week I had a conversation with a friend and business owner for whom The Joseph Group serves as advisor to his company’s 401(k). Here is a summary of part of our conversation: Friend: “Travis, what did the market do today?” Travis: “Flat today, but this week the S&P 500 turned positive […]
To Inform: A few weeks ago, we wrote in this space the importance of distinguishing “good/bad” from “better/worse.” The market, a forward-looking indicator, isn’t so much concerned about the current state of corporate earnings or the macroeconomic backdrop in general as it is the trajectory of those things. In early April, economic indicators were (and […]
To Inform: Realizing that we are comfortably through the April 15th tax filing deadline (for those of you not on extension) we don’t want to look at tax planning as simply a thing we think about when you file your return. As Wealth Advisors we want tax to be a planning topic we touch on […]
To Inform: This week, Joseph Group’s CEO Travis Upton and I had the pleasure of sharing our latest thoughts on what to make of markets in light of a tremendous shift in global trade policies. Borrowing a turn of phrase from a DC-based policy researcher, I likened what we’ve seen regarding tariffs over the past […]
To Inform: Along with questions about tariffs in recent weeks, other topics of conversation have been around what is happening with the dollar as well as the move in gold prices to all-time highs. I’m going to address these and answer the question, “when should I take profits?” I cover a lot of ground here […]
To Inform: “When do I buy the dip in XYZ stock?” or “should I be worried about the dip in XYZ stock?” These are questions we’ve received quite a few times this year as it relates to individual stocks or even stock market indexes like the S&P 500. In attempting to answer that question, I […]
To Inform: Back in 1979, a news reporter (Jane Fonda) and her camera operator (Michael Douglas) are unintentional witnesses to a SCRAM incident, an emergency core shutdown procedure at a nuclear power plant in California. The crew prevents a catastrophe, but the plant supervisor (Jack Lemmon) begins to suspect the plant is in violation […]