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The Joseph Group

Wealth Notes

  • Should I Invest When Markets Are Up?

    February 2, 2024

    To Inform:  “The market’s up, should I go to cash?” seems to be a question we hear a lot when, well, the market is up. As I was pondering what to write about this week, my thoughts went to this question. Confirming my choice of topic was a 401(k) participant who stopped by our office […]

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  • Acts of Love

    February 2, 2024

    To Inspire: I’m re-reading Holy Moments, an inspiring little book by Christian speaker and author, Matthew Kelly. In the book Matthew speaks of the power of using everyday tasks and encounters to show love, respect, and compassion. He calls these holy moments. Mother Theresa once said, “Not all of us can do great things. But […]

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  • Planning Opportunities During Tax Season

    January 26, 2024

    To Inform: The start of a new year brings a lot of self-reflection, new year resolutions, and most excitingly…tax season! All joking aside, even though we are already a few weeks into 2024, did you know that there are still ways to reduce your taxes for 2023? The deadline to act is the tax filing […]

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  • Kinder, Gentler Resolutions

    January 26, 2024

    To Inspire: Believe it or not, here we are at the last weekend of January. How are your 2024 resolutions going? If you are struggling already, don’t feel bad. The second Friday in January is known as Quitters Day – the day when many people give up on their resolutions. So let me suggest a […]

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  • Fed Rate Cuts: Why is More Important Than When

    January 19, 2024

    To Inform:  Earlier this week, Alex and I hosted our January Portfolios Event – “7 Themes Plus One More for 2024.” One of those themes discussed our view on one of the biggest questions we are receiving from clients – potential interest rate cuts by the Fed in 2024. All signs point to the Fed […]

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  • Fighting the Winter Blues

    January 19, 2024

    To Inspire: Got the winter blues? The medical community calls this seasonal affective disorder (SAD), an actual depression that can happen, most often in winter. The causes are not entirely clear but the shorter days (less sunlight) are thought to trigger a chemical change in the brain that brings about depression-type symptoms. SAD can impact […]

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  • Election Themes in 2024

    January 12, 2024

    To Inspire: In a year where close to 40% of both global population and global GDP head to the polls, I thought it might be interesting to unpack some of the 2024 political themes our research partners are sharing with us. If you read last week’s Wealthnotes you might recall the average performance of the […]

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  • A Heartwarming Gift

    January 12, 2024

    To Inspire:   One woman’s dream of becoming an author came true this holiday season, with a little help from her grandson. In 1972, Barbara Rieco wrote a children’s book. Despite her best efforts to find a publisher, rejection after rejection followed. More than forty years later, her grandson Chad Cooper decided to publish the […]

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  • Optimistic About 2024

    January 5, 2024

    To Inform: Last night we had a get together to celebrate my daughter’s 18th birthday. We were standing in the kitchen and my father-in-law asked me, “What do you think about the markets this year? If you look at the news you have some people who think it’s going to be a great year and […]

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  • SMART Resolutions

    January 5, 2024

    To Inspire: New Year’s resolutions – over one third of Americans make them but most drop them quickly. A recent Forbes study found that 23% of those making New Year’s resolutions will drop them after only one week and 80% will have abandoned them by March. Only 9% stick with them for an entire year. […]

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