To Inform: As we enter the final quarter of 2024 there are several events on the horizon that could be major catalysts for markets. In a recent discussion with The Joseph Group’s Investment Committee, we discussed some of these catalysts and what the potential impacts these could have on markets. In this WealthNotes, we’ll look […]

To Inform: Earlier this week, members of The Joseph Group Investment Strategy Team (Alex Durbin, Jake Lindaberry, and Travis Upton) attended a mini conference at the JP Morgan Complex in Polaris, outside of downtown Columbus. The conference included presentations from fund managers and other investment professions focused on the bond market. We came back with […]

To Inspire:   Homelessness is a growing problem in the United States. In Georgia, nearly a quarter of the state’s homeless population is in Atlanta. While the issues surrounding homelessness are many, one Atlanta man is using his retirement to bring access to basic human necessities to people on the streets. An Atlanta nonprofit called […]

To Inform: A couple of months ago I had the pleasure of presenting a webinar, “Planning for College Costs: What You Need to Know,” alongside Joseph Group advisor Jake Martin. I loved the topic and thought it would be a great one to revisit here. Before we get into the planning strategies, let’s start with […]

To Inspire: What a joy it was for me to host our firm’s 9th Annual Men’s Bus Trip to Marion Correctional Institution (MCI) earlier this week. Since 2015 we’ve been taking a bus load of clients and friends up to MCI to spend a day with a group of incarcerated men who are in a […]

To Inform: The Joseph Group CEO Travis Upton and I, along with several TJG team members, had the great privilege and fun of hosting clients and friends of the firm on the evening of September 12 at our annual Oktoberfest-themed Portfolios and Pints. The focus of our presentation was “questions from the hat” where we […]

To Inspire:   As the writer Ann Rinaldi said, “There comes a day each September when you wake up and know the summer is over and fall has arrived.” While we continue to have warm weather here in central Ohio and as I refuse to give up on my garden just yet, even I must […]

To Inform: This week our Chief Investment Officer, Alex Durbin, is putting together our updated Market Health Analysis (MHA) packet ahead of our Portfolios and Pints event the evening of September 12 at Hofbrauhaus. Alex and I will be pulling questions out of a hat, so we won’t know what is coming! That said, we […]

To Inspire:   What a thrill for me to be in the Ohio Stadium last Saturday as Archie Griffin dotted the “I” as the Ohio State University Marching Band performed their famous Script Ohio. Archie was chosen in celebration of his first Heisman Trophy Award 50 years ago this year and in gratitude for a […]

To Inform: First, let me ask for your forgiveness for finding another way of incorporating trees into a Wealthnotes topic (no pictures this time). That said, the expression, “trees don’t grow to the sky” was mentioned in a meeting I had this week with a sales representative from a mutual fund firm and then in […]