To Inform:  Death and taxes; we know the saying. In spite of the certainty, all of us fail to give our estate plan the attention it deserves. It’s easy to avoid and none of us enjoys thinking about our…well, you know. On top of that, you’ve already signed your estate documents so you’re done, right? […]

To Inspire: A select group of clients and I have been working through a mid-year assessment—considering: What did you set out to do at the beginning of the year? Where are you at this midpoint of the year? What went right? What went wrong, and why? What are you regretting? What’s your next step? Brené […]

To Inspire: This week I (Michelle) want to talk about friendship. Just weeks ago, one of our dearest friends died suddenly, unexpectedly. It was – and still is – heartbreaking. It can be so hard to make friends as adults, but my husband and I became friends with Dan just a few years ago, with […]

To Inform:  I was at flagship branch of Huntington Bank the other day and as I admired the ornate ceiling my eye caught an engraving above the entrance hall. The line, attributed to one of the sons of the bank’s founder is as follows: “In prosperity be prudent, in adversity be patient.” This quote is […]

To Inform: Earlier this week The Joseph Group’s Investment Committee (IC) met and discussed market thoughts for the second half of 2022 and how we want to position client portfolios across asset classes. The backdrop for the discussion was the idea markets are likely to be stronger later in 2022 (see last week’s WealthNotes) but acknowledging […]

To Inspire: As we step into this 4th of July weekend, author Matthew Kelly’s newest book, The Generosity Habit, continues to inspire me. Here are some more of his tips, adapted a bit for this most special of American holidays: Idea #14 – Praise someone you know publicly. While it is best to provide constructive […]

To Inspire: Our mission is “Helping create great lives… one story at a time.” We love helping clients and friends build the great retirement they deserve and we love capturing and sharing their stories. Throughout the year we share stories – through Harvest Magazine and through videos featured on our website. Our latest great life […]

To Inform: With the S&P 500 mired in a bear market, JP Morgan Chief Market Strategist Marko Kolanovic generated buzz in recent weeks with his call that U.S. stocks would recover recent losses in the 2nd half of 2022 and finish the year largely unchanged. Kolanovic has notoriety in investment strategy circles as the No. […]

To Inform: I recently got the chance to visit a timberland site in southeast Ohio with a group of investment professionals. On this visit were a number of professional foresters. One person asked the foresters about tree growth in regenerating timber stands. The forester gave an answer and connected it to what is going on […]

To Inspire: Let’s continue with some ideas from New York Times bestselling author Matthew Kelly on how to develop The Generosity Habit, from his newest book of that same name. Idea #5 – Tip generously. With some regularity, leave a tip that is 2-3 times as much as you usually give. I love this one […]