To Inspire: What a joy it was for me to host our firm’s 9th Annual Men’s Bus Trip to Marion Correctional Institution (MCI) earlier this week. Since 2015 we’ve been taking a bus load of clients and friends up to MCI to spend a day with a group of incarcerated men who are in a […]
To Inform: The Joseph Group CEO Travis Upton and I, along with several TJG team members, had the great privilege and fun of hosting clients and friends of the firm on the evening of September 12 at our annual Oktoberfest-themed Portfolios and Pints. The focus of our presentation was “questions from the hat” where we […]
To Inspire: As the writer Ann Rinaldi said, “There comes a day each September when you wake up and know the summer is over and fall has arrived.” While we continue to have warm weather here in central Ohio and as I refuse to give up on my garden just yet, even I must […]
To Inform: This week our Chief Investment Officer, Alex Durbin, is putting together our updated Market Health Analysis (MHA) packet ahead of our Portfolios and Pints event the evening of September 12 at Hofbrauhaus. Alex and I will be pulling questions out of a hat, so we won’t know what is coming! That said, we […]
To Inspire: What a thrill for me to be in the Ohio Stadium last Saturday as Archie Griffin dotted the “I” as the Ohio State University Marching Band performed their famous Script Ohio. Archie was chosen in celebration of his first Heisman Trophy Award 50 years ago this year and in gratitude for a […]
To Inform: First, let me ask for your forgiveness for finding another way of incorporating trees into a Wealthnotes topic (no pictures this time). That said, the expression, “trees don’t grow to the sky” was mentioned in a meeting I had this week with a sales representative from a mutual fund firm and then in […]
To Inspire: One thing that surprised me when I started working for The Joseph Group (my first job in the finance industry) was the number of people who seem to struggle a bit – or a lot – with what to do in retirement. Now I wonder if it would help some of those people […]
To Inform: Credit card debt has become a pervasive issue in the United States, with millions of Americans carrying balances month to month. The convenience of credit cards has made it increasingly common for individuals to rely on credit to cover daily expenses. Credit card companies market them as an effortless way to pay for […]
To Inspire: Earlier this week, Catholic Christians all over the world celebrated the life and legacy of Maximilian Kolbe, a Polish priest who died at Auschwitz in 1941. His life can inspire all of us in many ways. Father Kolbe is best known for the actions he took after being arrested by the Gestapo and […]
To Inform: I fully realize I’m not following the first rule of investment management by focusing on the short term. I’m hoping clients and friends will do as I say and not as I do by focusing on the long term! That said, there has been a lot of volatility the past couple of weeks […]