The Joseph Group

Wealth Notes

  • A World Champion Poet Pursues A Career in Medicine

    August 19, 2020

    To Inspire:   “Memories of my childhood live/between the rings of sand around my ankles/and the desert heat in my lungs. I still believe that nothing washes/worry from tired skin better than the Nile/and my grandma’s hands. That’s an excerpt from “People Like Us,” a poem by 26-year-old Emtithal “Emi” Mahmoud, an internationally regarded poet […]

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  • What is the Market Saying About Inflation?

    August 19, 2020

    To Inform: Last week’s Portfolios at Your Place Event covered Capital Market Assumptions (CMA) – a fancy term for forecasts of future asset returns over the next 5-10 years based on fundamental data like dividends, interest rates, and valuations. Many large investment banks and asset management firms put out annual forecasts of Capital Market Assumptions […]

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  • The Wisdom of a Third Grade Dropout

    August 14, 2020

    To Inspire: Rick Rigsby, a minister, motivational speaker, author and former college professor, gave the graduation speech at a commencement ceremony at Cal Maritime a few years ago. At the time, he had four degrees and his brother was a Judge, but he considered his father to be the wisest person he had ever met. […]

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  • Innovation, Disruption, and What This Means for Markets

    August 14, 2020

    To Inform: The words innovation and disruption seem to be getting used more and more around the investment world these days. This might spark a couple of questions. One being, “what does this mean for my investments?” and the other, perhaps, “is this anything new?” Before we answer, let’s define the terms. Innovation simply defined […]

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  • Yale-Educated Truck Driver Sees a Need and Helps Others Get Fit

    August 7, 2020

    To Inspire: What do you do with a philosophy degree from Yale? That’s easy – become a cross-country truck driver. Seem a bit strange? Well that’s exactly what Tony Blake did back in 1993. One of the best African-American swimmers in the history of the Ivy League, when Tony failed to make the U.S. Olympic […]

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  • Weaker Dollar, Stronger Foreign Stock Performance

    August 7, 2020

    To Inform: One of the hot topics we discussed at last week’s Portfolios at Your Place was the weaker U.S. dollar and how it was impacting changes in leadership across asset classes. Chris Verrone, Head of Technical Analysis at Strategas Research Partners recently said “there’s no shortage of moving parts in this environment and at […]

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  • The Benefits of Being Helpful

    July 31, 2020

    To Inspire: Being helpful is always the right move, whether that means investing your time, money or energy. While it may be more challenging to help right now, it’s really more important than ever. But not only does being helpful make the world a little bit better, it actually can make you physically better. Here […]

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  • Watching Your Weight and the S&P 500

    July 21, 2020

    To Inform: For fun, let’s start this Wealthnotes with a multiple-choice question. Which of these is correct? A.  The S&P 500 was down – 3.1% for the 2020 year to date period ending June 30 B.  The S&P 500 was down – 10.8% for the 2020 year to date period ending June 30 C.  Both […]

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  • Thriving in Times of Change

    July 21, 2020

    To Inspire:  Bruce Feiler has long explored the stories that give our lives meaning. Galvanized by a personal crisis, he spent the last few years crisscrossing the country, collecting hundreds of life stories of Americans in all 50 states who have been through major life changes—from losing jobs to losing loved ones; changing careers to […]

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