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The Joseph Group

Wealth Notes

  • Insights From the Road – Thematic Investing

    June 26, 2026

    To Inform: This week, I had the opportunity to travel to Santa Fe, New Mexico to a conference put on by VanEck, a well-known investment firm. Fund managers discussed investment insights related to major themes driving the economy – themes such as AI, semiconductors, power generation, data centers, and natural resources.   In The Joseph […]

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  • Trust Others

    June 26, 2026

    To Inspire: My wife Lisa and I recently saw the movie Pressure, the historical WW II film that focuses on the tense 72-hour weather forecast that General Eisenhower needed to make a go/no go decision for the invasion at Normandy. We both loved it and I came away from it thinking about the need to […]

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  • A New Day at the U.S. Federal Reserve

    June 18, 2026

    To Inform: Wednesday marked a new day at the U.S. Federal Reserve. It was the conclusion of new Federal Reserve Chairman Kevin Warsh’s first Federal Open Market Committee meeting. A few things came out of this week’s meeting. To be precise, these things were the Committee’s decision to leave rates alone, the issuance of a […]

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  • Design Your Summer

    June 18, 2026

    To Inspire: Have you ever felt at the end of a season that you didn’t do some of the things you wanted to do? Or felt like you missed out on some of the opportunities that season holds? This year, summer officially begins this weekend on Sunday, June 21 (the astronomical summer solstice). If you […]

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  • Quick Thoughts on Out of This World IPOs

    June 12, 2026

    To Inform: An initial public offering, or IPO, refers to the process of where a privately owned company first sells shares of stock to the public. Often, this process is referred to as the company “going public.”  Companies typically use IPOs to raise capital for growth, pay down debt, or allow early investors/founders to cash […]

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  • Contentment Through Gratitude

    June 12, 2026

    To Inspire: We’re preparing to take a bus load of our women clients and friends to the Ohio Reformatory for Women – on Tuesday July 14th. There they will spend the day with a group of women that have experienced great challenges in their life and have committed serious offenses. But in their time of […]

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  • The “Whole” of “Holistic Planning”

    June 4, 2026

    To Inform:   Here at The Joseph Group our mission is to “help create great lives one story at a time.” We are here to encourage our clients to tell the story that brings them the most joy! How does the Joseph Group help you do this? We do this by knowing you, your family, […]

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  • Appreciation for the Mundane Life

    June 4, 2026

    To Inspire: I recently came across a video of a girl who is about my age (early 20’s) and shared this quote. “If life is a cycle of dirty dishes and doing your laundry, that also means it’s a life filled with home cooked meals and clean clothes.” When researching, I couldn’t find who created this quote and […]

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  • The Timex Economy

    May 29, 2026

    To Inform: If I surveyed a room of our clients and asked what phrase comes to mind when they hear the word “Timex” it wouldn’t take long before someone called out “takes a licking but keeps on ticking!” In researching old advertisements, I found a commercial from the 1970s that showed a long-haul trucker telling […]

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  • Power of Traditions

    May 29, 2026

    To Inspire: The Memorial Tournament starts on Monday. Although I’m not a golfer, I’m very aware that it is one of golf’s greatest traditions, now spanning 50 years since the inaugural tournament in 1976. The tournament began as a dream of Columbus native Jack Nicklaus – to build a championship caliber course here in Columbus […]

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