To Inform: Stock market performance over the last few years has favored large technology stocks but in recent months we have seen some life in small company stocks (companies generally under $3 billion in size), and it has our attention. With the caveat three months does not make a long-term trend, here is a chart […]
To Inspire: Two weeks ago, we shared insights from the book, JOYSPAN: The Art and Science of Thriving in Life’s Second Half. The author, gerontologist Dr. Kerry Burnnight, shared that joyspan reflects an understanding that it’s not just the number of years we live (lifespan), or even the number of years we live in good […]
To Inform: Many of us have heard the phrase, “control what you can control”. In many different aspects of life, this nugget of wisdom can help clear our thinking and direct our action. There are many things we can’t control when it comes to investing and financial markets. We are at the mercy of investor […]
To Inspire: Last week, Matt Palmer introduced you to a new book he’s reading (you can read his post here). This week it is my turn. I’m currently reading Four Thousand Weeks: Time Management for Mortals. The title refers to the number of weeks of life you get if you make it to your late […]
To Inspire: I’ve just begun a book that my colleague, Michelle O’Brien, shared with me, JOYSPAN: The Art and Science of Thriving in Life’s Second Half, by Dr. Kerry Burnight, a geriatric physician who writes and speaks extensively on longevity. For Kerry, longevity is not just the number of years one lives (lifespan) or the […]
To Inform: When considering what to write about, my mind often turns to what is in the headlines. No one wants to hear about how the Cleveland Guardians overcame a 15.5 game deficit against the Tigers to win the American League Central Division on Sunday only to be bounced from the playoffs by the same […]
To Inform: The Joseph Group’s Investment Committee met this week. Among the agenda items was a regular exercise where members rank their asset allocation views (underweight/neutral/overweight) across the five primary asset classes we use in constructing client portfolios. It’s always an interesting exercise, and usually one that stimulates interesting debate. One asset class discussed was […]
To Inspire: Well, here we are. October begins next week, and the fourth quarter of the year always goes so quickly. I just received my first “it’s X number of days til Christmas!” email from a major retailer – it’s 90 days, by the way. Before we know it we’ll be making plans for New […]
To Inspire: Dear Clients and Friends: If you read this today (Friday), I’ll be at the Pickaway Correctional Institution for our firm’s annual Men’s Bus Trip to an Ohio prison (we also do an annual Women’s Trip). For ten years now we’ve been hosting these trips with the aim of allowing our clients and […]
To Inform: Earlier this week the Federal Reserve (in surprise to virtually no one) cut interest rates by 0.25%, taking the upper band of the Fed Funds range from 4.50% down to 4.25%. The Fed Funds rate influences short-term interest rates for things like money market funds so cash savers should expect to see lower […]