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The Joseph Group

Wealth Notes

  • Taking Stock of the Trump Trade

    November 7, 2024

    To Inform: Wow. The U.S. stocks posted a massive gain the day after the election of Donald Trump as the 47th President of the United States. The popular Dow Jones Industrial Average was up 1,508 points (+3.6%) on November 6th and all of the most closely watched U.S. indices (Dow, S&P 500, NASDAQ) closed at […]

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  • What Did I Walk in Here For?

    November 7, 2024

    To Inspire:   We talk a lot about memory, especially as we age. It’s easy to find tips on improving memory, but if you’re trying to remember what you walked into the next room for, you need to work on your prospective memory. “Memory usually means remembering things that have already happened. But prospective memory […]

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  • State of the Race

    November 1, 2024

    To Inform: This time next week we’ll (hopefully) know the winner of this coming Tuesday’s presidential election. There are enormous policy implications of a Trump or Harris administration and today the race sits on a knife’s edge. We’ll sort through a few key indicators – polling, betting markets, and market action – to get a […]

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  • Serving Others

    November 1, 2024

    To Inspire: Do you know the story of St. Phocas the Gardener? A Christian who lived on the coast of the Black Sea in the third century, Phocas had a desire to please God but had few skills or talents. But there was one thing he did well – very well in fact – and […]

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  • A Strange Fed Easing Cycle – Or is it?

    October 25, 2024

    To Inform: After one of the longest “pauses” – that is, the period between the last hike in the Federal Funds rate and the first cut – in US history, the Federal Reserve Open Market Committee cut interest rates by 0.5% last month, surprising many who were expecting a cut of 0.25%. This first of […]

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  • What Can We Learn from Bees?

    October 25, 2024

    To Inspire: This past spring I decided to plant a small corner of my front yard with a variety of colorful flowers. This small corner faces south and gets plenty of sunshine. I bought a number of flower seed packets. I didn’t really know what I was buying other than that the flowers pictured on […]

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  • Dream Bigger

    October 18, 2024

    To Inspire: I’m reading a really good book right now, Dream Bigger: A 21 Day Journey to Unlock God’s Dream for Your Life. It’s written by Dan DeMatte who some of you will recognize as the co-executive director of Damascus, an exciting Catholic Retreat and Conference Center in Centerburg, Ohio and home to Catholic Youth […]

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  • Tax Efficient Charitable Giving – QCD vs DAF

    October 18, 2024

    To Inform: As we approach the end of 2024, for some this is an opportune time to give to charities, churches and other non-profits we’re passionate about, especially as the holidays draw near and the picture becomes clearer on how income and taxes will shake out. There are many avenues in which you can give, […]

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  • Notes from the Ohio Private Wealth Forum

    October 11, 2024

    To Inform: Yesterday, The Joseph Group’s Chief Investment Officer Alex Durbin and I had the opportunity to attend the 8th Annual Ohio Private Wealth Forum, put together by Markets Group. The event is a gathering of Investment Advisors and Fund Managers and an opportunity to share best ideas through panel discussions, topic roundtables, and one […]

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  • Fame Through Kindness and Calm

    October 11, 2024

    To Inspire: There is an Arizona sheriff’s deputy whose social media success rivals that of some celebrities and athletes, all just by doing his job with an approach based on Stoicism and Servant Leadership. Traffic Unit Deputy Frank Sloup of the Pinal County’s Sherrif’s Office has turned routine traffic stops into must-see online videos. This […]

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