The Joseph Group

Wealth Notes

  • A Real-Life Elf!

    December 10, 2020

    To Inspire: Christmas movies airing each night are one of the many highlights this time of year. “It’s a Wonderful Life,” “Frosty the Snowman,” “A Christmas Story,” “How the Grinch Stole Christmas” and “Home Alone” are a few of our favorites. And how can I forget “Die Hard?” 😊 But the favorite in my family […]

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  • Enjoy the Froth – But Be Careful

    December 10, 2020

    To Inform:  If you’re a coffee drinker you might enjoy a cappuccino from time to time. A great one has some froth on top and makes for an enjoyable experience – provided you don’t drink too much or too quickly. One way to describe markets in 2020 is “frothy.” Frothy markets are those in which […]

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  • Vaccines, Leadership, and Sentiment

    December 4, 2020

    To Inform: One of the headlines in the December 3rd edition of the Wall Street Journal said “Covid-19 Vaccine Cleared For Use In UK.” After strong results from clinical trials, vaccines are being pushed for clearance for emergency use and distribution is expected to begin (in limited numbers) within days. Wider distribution of the vaccines […]

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  • Making a Difference, One Pie at a Time

    December 4, 2020

    To Inspire:   Many of you know that Chet Fery, “the Bread Man,” was featured at our first Virtual Wealth Summit a month ago. A retired teacher and administrator living in upstate NY, Chet, with the help of his wife, has baked and given away over 100,000 loaves of bread in the last ten years […]

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  • The Law(s) of the Gift

    November 19, 2020

    To Inform:   “Man… cannot fully find himself except through a sincere gift of himself.” This quote illustrates well the idea that, as human beings, we often find the greatest joy and satisfaction by giving our time, talent, or treasure for the benefit of others. The late Pope Saint John Paul II called this idea […]

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  • Who Would You Like Me to Meet?

    November 17, 2020

    To Inspire: Of the fire fighters to lose their lives in New York City on September 11, 2001, Father Mychal Judge was among the first. As NYFD Chaplain, he was known to begin each day with, “Lord, take me where you want me to go. Let me meet who you want me to meet.” Indeed, […]

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  • A Vaccine is More Important for Markets Than Who the President Is

    November 10, 2020

    To Inform: Christmas may have come early for investors as Pfizer/BioNTech put out its vaccine data earlier than expected. According to Bloomberg, “the shot prevented more than 90% of symptomatic infections in the trial of tens of thousands of volunteers.” On a call with reporters, Anthony Fauci, Director of National Institute of Allergy and Infectious […]

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  • A New Passion Shows the Beauty of the World Around Us

    November 10, 2020

    To Inspire: Our dear friend and client Claudia Cook wrote a feature article for the Columbus Dispatch recently. We love that she has found a new hobby during the Covid pandemic and thought sharing excerpts from that article (Coronavirus Chronicles: Painting her way through the pandemic) might inspire some of you as to give thought […]

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  • Improve Your Situation

    November 5, 2020

    To Inspire: Next Wednesday, November 11, is Veteran’s Day. To salute our veterans, we are sharing an inspirational story about a veteran named Taylor Morris. Taylor joined the Navy out of high school and was responsible for Explosive Ordinance Disposal (EOD). Throughout his training, the underlying theme was always to improve your situation. Fast forward […]

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  • Election 2020 – Thinking Beyond November

    November 5, 2020

    To Inform: As I write this, President Trump remains an outside shot to keep the Presidency. The situation remains fluid and thus I’ll stay away from what we don’t know (who will be inaugurated in January 2021) and stick to what we have a better idea of (Republicans hold the Senate and narrow the gap […]

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