To Inspire: Earlier this week, Steve Lawson spoke at our Fall Wealth Summit. A talented and passionate young business and life coach, Steve has spent time immersing himself in monastic life to see what habits and disciplines allow monks to live with great peace while also being some of the most productive people in the […]
To Inform: Earlier this week Alex Durbin facilitated our regular Investment Committee meeting. As part of the agenda, we discussed asset class views which form the basis of positioning for the objective based portfolios we have the privilege of managing for clients. We then did a deep dive, comparing those views to those of various […]
To Inspire: What follows is an article many of you may have seen in the New York Times, edited it a bit for length and content. At The Joseph Group we encourage our clients, no matter what age, to find purpose and passion in their lives. We believe retirement years provide the opportunity to do so. We […]
To Inform: As technology becomes a bigger part of our lives, so too do digital assets. What are digital assets? Almost anything that is stored online, on a computer, on a phone or really almost anything that has a login and a password can be considered a digital asset. Social media accounts, digital music, digital photos, […]
To Inspire: It’s not quite end-of-year list time –when everyone has a list of things they think you should watch or read or think. I am beating the rush and sharing a great list of simple, short habits that can improve your life. So many self-improvement ideas require some serious, lifestyle-changing effort, but these are […]
To Inform: Dr. Ed Yardeni, a fixture on Wall Street for decades, is credited with coining the phrase “bond vigilante” in 1983. Bill Clinton’s political adviser James Carville said in 1994 that if he could be reincarnated it wouldn’t be as president, or the pope, or a .400 baseball hitter, but as the bond market […]
To Inform: September was not a good month for the financial markets. Looking at broad indexes, the Bloomberg Aggregate Bond Index (bonds) was down -2.5% for the month and the S&P 500 Index (U.S. stocks) was down -4.5%. The rough September translated into a rough third quarter. The chart below shows the performance of major […]
To Inspire: What book are you reading right now? I ask because the older I get, the more convinced I am that reading is a practice that provides tons of benefits. Consider the following: Reading improves brain health – Reading is great workout for the brain, stimulating our brains to process, interpret and store what […]
To Inspire: Think about the way a child reacts when they see something for the first time. An animal at the zoo, a colorful flower, or a big fire truck – they are full of wonder for everything they encounter. Why do we lose that wonder as adults? “A sense of wonder speaks of our […]
To Inform: Following markets for the last 25 years, there have been a lot of flashes in the pan that have come and gone. You might be able to recall some of the companies which dominated headlines in the halcyon days of the Tech Boom. A select few may even remember the “Nifty Fifty” of […]