To Inform:  The Joseph Group had the privilege of hosting a large group of friends and clients at our annual Oktoberfest-themed “Portfolios and Pints” this week. As is the annual tradition, I and The Joseph Group’s CEO Travis Upton pulled questions from a hat submitted by our clients over the course of the last several […]

To Inspire:   Use Things Love people Worship the Divine   In the last chapter of Arthur Brooks’ New York Times best seller, From Strength to Strength: Finding Success, Happiness and Deep Purpose in the Second Half of Life, these seven words were chosen by Arthur as the distillation of all the wisdom and insights […]

To Inform: This morning I called a good client and friend and as soon as he answered the phone, the conversation immediately went to politics. This weekend, I watched the Ohio State game with my 16-year-old son and as the commercials came on he said, “you can’t vote for that candidate” and then he proceeded […]

To Inspire: No doubt all of us are remembering this day as the 25th anniversary of 9/11 and the great tragedy our nation suffered that day. Last evening I watched a 9/11 documentary that shared how those who lost loved ones that day have moved forward with their lives. Grief, heartache yes – but also […]

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 […]