facebooklinkedintwitter

The Joseph Group

Wealth Notes: Inspire

  • A Recap of this Week’s Portfolios & Pints

    September 12, 2025

    To Inform: This week The Joseph Group had the joy of hosting clients and friends of the firm for our Oktoberfest themed “Portfolios & Pints.” As is our annual tradition, Joseph Group CEO Travis Upton and I pulled questions from a hat that had been submitted by clients ahead of time. Such a format means […]

    More Info
  • September Reset

    September 12, 2025

    To Inspire: Things change in September, have you noticed? It’s like the carefree days of summer are over and everyone gets back to business. It turns out there are reasons why many of us seem to crave a life reset this time of year and that indulging in this impulse is good for our brain. […]

    More Info
  • Set A Good Example

    September 5, 2025

    To Inspire: I attended Mass this morning at St. Mary Church in German Village, not far from our offices. It happened to be a school Mass, meaning all the K-8 students were in attendance as well. I sat in the back and had several hundred children in front of me – what a beautiful sight! […]

    More Info
  • What Dan Read

    August 29, 2025

    To Inspire: Dan Pelzer is a viral sensation. After the Columbus man died July 1 at the age of 92, his children found that throughout his life their father kept track of every book he read. The list, titled What Dan Read is now influencing readers around the world. If you’re in central Ohio, you […]

    More Info
  • Breathing, Take 2

    August 15, 2025

    To Inspire: In last week’s WealthNotes I shared some insights from James Nestor’s bestseller, Breath: The New Science of a Lost Art. I shared several key takeaways related to the power of inhaling and exhaling through the nose and of taking slower breaths – 5.5 seconds to inhale and 5.5 seconds to exhale is optimal. […]

    More Info
  • Power of Breathing

    August 15, 2025

    To Inspire: I just finished reading Breath: The New Science of a Lost Art, the New York Times best seller by James Nestor. In it he shares his healing journey of discovery regarding the power of correct breathing. Nestor fills the book with insights from leading scientists and everyday practitioners as well as the breathing […]

    More Info
  • Did I Earn the Sunset?

    August 8, 2025

    To Inspire: This week we bring you some pretty profound thoughts on life and purpose from John Cena. Yes, that John Cena, actor and professional wrestler. And before you dismiss this out of hand, John Cena has made quite the name for himself as a genuinely good guy. We’ve actually featured him in WealthNotes before, […]

    More Info
  • Looking Back at the Summer

    August 1, 2025

    To Inspire: This past summer, I had the incredible honor of being selected as the marketing intern at The Joseph Group and even more exciting, I was the first-ever intern in this role! What an unforgettable journey it has been. My time here has not only provided me with valuable marketing skills but has also taught me life lessons […]

    More Info
  • The Beauty of Family

    July 25, 2025

    To Inspire: Tomorrow Mark and I (and our spouses) will be attending a family reunion, on our mother’s side. Mom’s maiden name was Weaver, and this Weaver Cousins Reunion has been going on for years. We meet at our cousin Maggie’s home (and her husband, Rob) and it’s an afternoon of catching up, eating, and […]

    More Info
  • Your Social Portfolio

    July 18, 2025

    To Inspire: At 96 years old, Betty Parker admits she doesn’t have as much energy as she used to, and while that does impact what she can do, she says her 90s have been purpose-filled – something we should all strive for, whatever our age. We’ve talked a lot in WealthNotes about how people are […]

    More Info