To Inspire:   I may be dating myself by starting with a reference to Sally Field’s 1985 Oscar acceptance speech, which has been widely quoted and misquoted since it happened. Sally’s speech reflected her gratitude for being recognized, and in it she says she wanted more than anything to have the respect of her peers. […]

To Inspire: Our firm was privileged to co-host an event earlier this week with Overmyer Hall Associates and Bailey Cavalieri.  The event was part of our firms’ Business Leaders Series and our presenter was John Lowe, CEO of Jeni‘s Splendid Ice Creams. He shared a story that I think will be helpful for all of […]

To Inspire: I just returned from a quick vacation. A few days away, wandering around a city, and staying each night in a nice hotel. I will admit that while I notice the toiletries available in a hotel room, I completely take them for granted. I did wonder this time – staying in a very […]

To Inspire: We’ll come back to Matthew Kelly’s book on generosity in future WealthNotes. But today I want to reflect on some ideas shared by John Eldredge in one of his best sellers from a number of years ago, Waking the Dead: The Secret to a Heart Fully Alive. The book’s title reminds me of […]

To Inspire:   I just finished my Forty Days in The Desert retreat—an intense period of self-reflection and a focus on growth and transformation. Transformation begins when we take responsibility for our own life. Responsibility connotes the ability to make decisions and act on them; to have a choice. Life is all about choices—in decisions, […]

To Inspire: Easter weekend is here! As a kid, I loved getting dressed up for Easter (although my favorite was getting my palm branch on Palm Sunday). And I loved going home to an Easter egg hunt and Easter basket full of chocolates and small gifts. As an adult, of course, I understand the real […]

To Inspire: It’s Master’s week at Augusta and as I (Matt) write this, Tiger Woods has finished his first round and is one under par. While I’m not a golfer or even a big fan of golf, I am a big fan of heroic comebacks and learning what qualities people draw on to make those […]

To Inspire: The United Nations recently released its 10th annual World Happiness Report. The report is based on data from more than 150 countries worldwide, and ranks each country based on a list of factors. This year, for the fifth year running, Finland topped the list; the United States moved up three spots to 16th. […]

To Inspire: In this issue of WealthNotes we continue sharing excerpts from Matthew Kelly‘s newest book, The Generosity Habit: How Daily Giving Can Change Your Life and Transform the World. Let’s start with Matthew’s definition of the generosity habit: “The habit is simple. Give something away every day. It doesn’t need to be money or […]

To Inspire: As Spring begins in Central Ohio, it is not uncommon to hear Joseph Group team members suggest “walking meetings.” We have a lot of dedicated walkers on our team, and the beauty of downtown Columbus to walk in. If you look at history, there’s a long list of great thinkers – like James […]