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The Joseph Group

Wealth Notes

  • 401(k) Investors Structurally Set Up for Success During Market Volatility

    May 16, 2025

    To Inform: Earlier this week I had a conversation with a friend and business owner for whom The Joseph Group serves as advisor to his company’s 401(k). Here is a summary of part of our conversation: Friend: “Travis, what did the market do today?” Travis: “Flat today, but this week the S&P 500 turned positive […]

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  • 5 Benefits of Gardening

    May 16, 2025

    To Inspire: Sometimes it’s my colleague, Michelle O’Brien, who uses our Wealth Notes column to share the benefits of being outside. But after recently reading an article on gardening, I’m going to grab that topic and share the benefits that those who garden receive. In full disclosure I’m not a gardener (though I do love […]

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  • Market Responding to ‘Better’ Trade News

    May 9, 2025

    To Inform: A few weeks ago, we wrote in this space the importance of distinguishing “good/bad” from “better/worse.” The market, a forward-looking indicator, isn’t so much concerned about the current state of corporate earnings or the macroeconomic backdrop in general as it is the trajectory of those things. In early April, economic indicators were (and […]

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  • Be Open to Change

    May 9, 2025

    To Inspire: Catholics all over the world are celebrating the election of Cardinal Robert Prevost as the Church’s newest Pope – Pope Leo XIV. This represents a new chapter in the life of the Catholic Church, and with this new chapter will come change. Pope Leo is sure to bring his ideas and plans (guided […]

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  • Tax-loss Harvesting

    May 2, 2025

    To Inform: Realizing that we are comfortably through the April 15th tax filing deadline (for those of you not on extension) we don’t want to look at tax planning as simply a thing we think about when you file your return. As Wealth Advisors we want tax to be a planning topic we touch on […]

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  • A Culture of Encouragement

    May 2, 2025

    To Inspire: I think all of us know that young people in their teens and early 20’s are experiencing greater mental health challenges than ever before. Those trained in the mental health field cite a number of factors but high on the list is not understanding how amazing they are and the potential they have […]

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  • Spinach and Candy

    April 25, 2025

    To Inform: This week, Joseph Group’s CEO Travis Upton and I had the pleasure of sharing our latest thoughts on what to make of markets in light of a tremendous shift in global trade policies. Borrowing a turn of phrase from a DC-based policy researcher, I likened what we’ve seen regarding tariffs over the past […]

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  • The Dollar, Gold, and the Art of Taking Profits

    April 17, 2025

    To Inform: Along with questions about tariffs in recent weeks, other topics of conversation have been around what is happening with the dollar as well as the move in gold prices to all-time highs. I’m going to address these and answer the question, “when should I take profits?” I cover a lot of ground here […]

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  • The Power of Sacrifice

    April 17, 2025

    To Inspire: This Easter weekend, Christians all over the world will remember Christ’s sacrifice on the cross and the joy of His resurrection. It has me thinking about the power of sacrifice. Sacrificing for someone else is the highest form of love – willing the best of the other and giving of yourself to make […]

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  • Buying the Dip

    April 2, 2025

    To Inform:  “When do I buy the dip in XYZ stock?” or “should I be worried about the dip in XYZ stock?” These are questions we’ve received quite a few times this year as it relates to individual stocks or even stock market indexes like the S&P 500. In attempting to answer that question, I […]

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