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The Joseph Group

Wealth Notes: Inspire

  • Start at the End and Work Backwards

    May 17, 2024

    To Inspire:   In 2023 a 15-year-old fan of billionaire William Buffett approached him at Berkshire Hathaway’s annual shareholder meeting and asked a simple question, “How do you avoid mistakes in life?” And while this very much seems like a big, complex question, Buffett had a short and simple answer, “You should write your obituary […]

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  • To Persevere In Suffering

    May 10, 2024

    To Inspire: Are you or a loved one going through a difficult time right now? I (Matt) am seeing some challenging situations all around me right now – among clients, family, friends. The trials are different – some are health related, others relationship struggles, others job or financial. But all of them are real and […]

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  • Inspiring an Army of Young Volunteers

    May 3, 2024

    To Inspire: During his senior year in college Rodney Smith Jr. saw an elderly man struggling to mow his lawn and pulled over to help. That act of kindness prompted Smith to start mowing lawns for others for free. Today, Smith leads a nationwide organization inspiring thousands of young people to mow lawns in their […]

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  • Benefits of Walking

    April 26, 2024

    To Inspire: Of course, we all know that any physical activity is a boon to our overall health. But a recent article in Harvard Medical School’s Health Beat publication shared five specific benefits (among many more) of walking. With good weather finally here, we thought sharing those might encourage all of us to do more […]

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  • Reach Out

    April 19, 2024

    To Inspire:   Cue tinny 70s TV music… “Reach out, reach out and touch someone. Reach out, call up and just say hi. Wherever you are, you’re never too far. They’re waiting to share your day!” This classic jingle from a Bell System (later AT&T) 1970s ad campaign might be frowned upon in today’s environment […]

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  • Blessing of Friendships

    April 12, 2024

    To Inspire: Mark and I recently had breakfast with 15 guys from our high school class. One of the guys was in town visiting from Texas so we all got together to see him. We all had a great time – and the years seemed to evaporate as we told stories and caught up on […]

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  • Do Stock Splits Add Value?

    April 5, 2024

    To Inform: I recently had a conversation with a friend and client regarding potentially selling shares in a stock he owns. During the conversation he said, “I read something that the stock may split. If that happens, I feel like I should hold on to make sure I capture the gains after the split.” Huh. […]

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  • To Suffer with Love

    March 28, 2024

    To Inspire: For Christians, this weekend is the most significant of the year. We enter into the Easter Triduum, the passion, death and resurrection of Jesus Christ. It is a time where we reflect deeply on the love God shows in sending His Son to suffer and die for our sins that we might have […]

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  • Basketball and Perseverance

    March 22, 2024

    To Inspire:   With March Madness underway, many are focused on the action on college basketball courts, but here’s an incredible story of empathy, commitment, and perseverance off the court. Seven years ago, sixth grader Sam Cunningham was diagnosed with Acute Lymphoblastic Leukemia. He loved playing baseball and basketball and was a healthy, active kid. […]

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  • Intermittent Fasting

    March 15, 2024

    To Inspire: I (Matt) came down with the flu this week so was home for a couple of days. While resting I did some reading on intermittent fasting and was impressed with its benefits. In this issue of Wealth Notes, I thought I’d share some of those benefits with all of you as you pursue […]

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