To Inform: Last night we hosted a Portfolios at Your Place event to a capacity crowd of Joseph Group clients and friends. We talked about a multitude of topics, but I want to share a few key highlights. Post Mid-Term Elections Regardless of how an investor may feel about the mid-term elections politically, historically, the […]

To Inspire: Why does it seem like gratitude and appreciation require so much intentionality but grumbling, questioning, and complaining come so naturally? We complain when things don’t go as we want, when others don’t think or act the way we think they should, and about all the problems we encounter or perceive in the world. […]

To Inform:  The onset of Autumn is a reminder for many things, cooler days and brisk nights, football, the forthcoming holiday season, and Required Minimum Distributions. Ha! What is a Required Minimum Distribution? A Required Minimum Distribution, often abbreviated as RMD, is the minimum annual amount you must take from retirement accounts to satisfy federal […]

To Inspire: A recent T. Rowe Price study concluded that while many people do at least some level of financial planning for retirement, relatively few take into account the emotional element of planning. They have not taken time to truly visualize what retirement will look like and how they want to live those years. The […]

To Inform: With the turn of the calendar to November this week there was a headline I saw multiple places across the financial media – here is an example:   The popular Dow Jones Industrial Average (DJIA) of 30 stocks was up +14% for the month of October, for the best month in over 46 […]

To Inspire: As fall turns to winter, there’s nothing like a great bowl of soup on a cold day. Soup of Success soup mixes can help speed up the homemade soup process and help marginalized women – a win win! Soup of Success began in 1997 when Church Community Services started trying to help their […]

To Inspire: The Foundation for a Better Life recently shared the story of Ron, a man who spent much of his time in retirement working with children and youth in his community – coaching local youth teams and later, serving as a school crossing guard. In this issue of WealthNotes, we share his story and […]

To Inform: This week I had the chance to join a few of my peers here in Columbus for dinner with the Chief Economist and the Head of Technical Strategy at Strategas, a research firm whose partnership we greatly value. Both individuals spent 15-20 minutes on what they’re paying attention to in their work. The […]

To Inform: Each fall some 66 million people who receive social security benefits tune in to see what cost-of-living adjustment, or COLA, will be introduced by the Social Security Administration (SSA). Annual COLAs have occurred since 1975 and are based on the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W), with the […]

To Inspire: So many people have tried to define happiness. Writers, poets, musicians, and philosophers throughout time have tackled the topic. So why am I joining the discussion? Thinking recently about happiness and the impact of external events on one’s happiness I wondered what research might show. Well, research shows that approximately half of your […]