The Joseph Group

Wealth Notes

  • Asset Classes – What’s Working and Not Working So Far in 2021

    March 11, 2021

    To Inform: Before we dive in, let’s provide some background. Clients of The Joseph Group know when we talk about “asset classes,” we don’t just focus on stocks and bonds. We divide up the asset allocation pie chart into five different categories in an effort to clarify the purpose of the asset class in the […]

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  • Justice is a Pious Attention

    March 10, 2021

    To Inspire:   I love fresh asparagus! Especially right off my charcoal grill next to a ribeye steak and baked potato. Yum! When I was a kid growing up in rural Wisconsin, my grandmother knew all the spots along the roadside where the wild asparagus grew. I remember―even now―going for a drive and picking it. […]

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  • Take Nothing for Granted

    March 5, 2021

    To Inspire: Why does it take a crisis to bring out our very best? Chris Lowney, in his book, “Make Today Matter: 10 Habits for a Better Life and World,” shares in it the story of his friend Paul. A vibrant young father of two sons and the principal breadwinner for his family, Paul had […]

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  • Interest Rates Spiking – Implications for Stocks and Bonds

    March 4, 2021

    To Inform: If you’ve picked up a newspaper this week or watched any financial news, you’ve seen that interest rates have moved sharply higher in recent weeks, culminating in last week’s intraday spike to 1.61% in US 10-year treasury bonds. While this may not sound like a lot, it’s important to consider the rate of […]

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  • Identity Theft Protection

    February 25, 2021

    To Inform: If you’ve been reading or watching the news you’ve most likely seen the fraud occurring with Ohio’s unemployment claims. This has hit too close to home as several Joseph Group clients and even team members have had their information compromised. Hopefully we are all taking precautions and shredding important documents, using strong and […]

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  • Perseverance, On Mars and In Life

    February 25, 2021

    To Inspire: I’m obsessed with NASA’s Mars Perseverance, the rover that landed on the red planet last week. It’s probably because I’ve read science fiction all my life – my father and older brother both read sci-fi when I was a kid – so I’ve always been interested in space. The Perseverance is the most […]

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  • Mid-February Market Observations

    February 19, 2021

    To Inform:  Earlier this week I had a call with a client and he said, “I’ve been away and haven’t been following the markets too closely. I only have about 10 minutes – what is important for me to know?” We had a terrific brief conversation which focused on four key points, and I’ll share […]

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  • Is Your Wealth Changing You?

    February 19, 2021

    To Inspire: asksi   Is your wealth changing you or are you changing your wealth? It’s an interesting question isn’t it? When I refer to wealth, I mean whatever level of financial resources one has. I ask the question because so many of those reading this (our clients and friends) have (or will) reached a […]

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  • Reflation Everywhere

    February 12, 2021

    To Inform: We’ve written and talked about inflation a number of times over the past several months. For a period in early 2020, inflation was the least of anyone’s concerns (most strikingly when the April contract of WTI Crude Oil went to -$40 a barrel). We’re not yet at levels of inflation where one must […]

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  • Look Out the Window and See the Miraculous

    February 11, 2021

    To Inspire: Here we are, closing in on one year of pandemic life, and, if you’re in Central Ohio (or much of the Eastern United States), socked in by snow and below freezing temperatures. What to do? Why not take a look out your window and see the beauty of the world. Birdwatching: Winter is […]

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