To Inform:  Members of The Joseph Group’s Investment Strategy Team had the privilege of connecting with the portfolio manager of one of the “Dynamic” funds held in many client portfolios invested in our Harvest strategy. As a reminder, Dynamic funds are ones in which, to borrow a phrase from Chief Wealth Planning Officer Todd Walter, […]

To Inspire: I love our mission to help people live great lives. For us it applies to each other here at the office as well as to our clients, family, and friends. Some of you know that I’ve become part of a local movement centered on encouragement – led by a not for profit called […]

To Inform: What is a Roth IRA? A Roth IRA (Individual Retirement Account) is a personal retirement account where you can add funds that you have already paid taxes on. The benefit of contributing to a Roth IRA is that since you have already paid tax on these funds, they can “grow and go” tax […]

To Inspire: The triumph of good over evil is a theme writ large in history. Over and over, we see it play out and always I am inspired by those who choose the good. In my own life I’ve been blessed to know Rachel Muha, the founder of a local not-for-profit, The Run the Race […]

To Inform: Travis Upton, CEO of The Joseph Group, and I had the pleasure of updating clients this week in one of our Portfolios at Your Place Zoom calls. The focus of our conversation was the Harvest portfolio, our objectives-based strategy for investors with long-term, tangible goals. Our conversation centered on the distinct asset classes […]

To Inspire: I have a friend (in his early 60’s) who is struggling with some chronic health issues. They have compromised his balance to the point that he is falling frequently and now needs a walker. When I ask him how he’s doing, he always says fine and redirects the conversation to his mother and […]

To Inform:  Next Wednesday at 4:00pm, Alex Durbin and I will be hosting our quarterly Portfolios at Your Place event. We seek to mix up the content for these events and this time we are going to be looking at what’s happening in financial markets through the lens of the Harvest strategy we have the […]

To Inspire:  When was the last time you were bored? Aurther C. Brooks, author of From Strength to Strength, has a new book, The Meaning of Your Life, and in it, he talks about the importance of being bored. People don’t like boredom – it’s boring! There’s nothing stimulating your brain. But up until recently, […]

To Inform: We occasionally receive the question, “What are these Trump Accounts I’ve been hearing about?” To put it simply, Trump Accounts are an investment account available to U.S. citizens under the age of 18 which offers tax-deferred growth. An account can be opened by a child’s parent or guardian who will remain the custodian […]

To Inspire:   Grab a pen and paper or open a blank note on your phone if you’re reading this on a computer. As you read, I want you to answer the questions throughout or at least keep mental notes. I answered these exact questions in my Notes app on February 1, 2025, during a […]