To Inform: “Bah! It’s humbug still. I won’t believe it!” These words, uttered by Ebenezer Scrooge in Dickens’ novel “A Christmas Carol” come just before the ghost of Scrooge’s old partner Jacob Marley pays him a visit. Hearing a disturbance down the hall, Scrooge dismisses it. Sometimes investors make the same mistake Scrooge did. We […]

To Inspire:  It’s Christmas week! For Christians, we celebrate in a special way this week the gift God has given us in Christ. For everyone, Christian or not, it has become is a season of family time and gift giving – a season of joy! Joy is sometimes difficult to define but in this special […]

To Inform: As we approach the end of a year there are typically multiple studies which look at past history for clues regarding what the market may do in the upcoming year. In this To Inform piece of WealthNotes, we’re going to look at two history pieces from highly regarded firms for clues regarding what […]

To Inspire: The holidays should be a time of joy, and while this holiday season may be better than the last, it’s still been a rough couple of years with a lot of uncertainly and a lot of loss. So what can we do to help ourselves feel joy? According to author Brene Brown, after […]

To Inspire: This season is one in which Christians celebrate the gift of Jesus Christ – a gift that can never be fully repaid. It got me thinking about our gift giving. So often we give gifts to those who also will give gifts to us. A suggestion for this beautiful season of giving – […]

To Inform: 2021 has been an incredible year for The Joseph Group. We’re working with many new friends like you, and that growth has allowed us to grow our team. Many of our readers will soon receive our Harvest magazine introducing you to the newest members of our Joseph Group family: Theresa LeChard, Christie Thompson, […]

To Inspire: People call Veronika Scott the Coat Lady, and that’s a nickname she’s proud of. Veronika is the founder and CEO of The Empowerment Plan, a Detroit nonprofit dedicated to helping people break the cycle of poverty and homeless, all while making coats. While in design school, the Detroit native was assigned a project […]

To Inform: A week ago, most of us were digesting our Thanksgiving meals and few people had ever heard of the Omicron variant of COVID. That’s certainly changed in the last few days as Omicron has dominated the headlines. Stock markets have seesawed in the past week with moves in both directions, but the chart […]

To Inform:  One of the interesting things about investing is that one can look to the past for parallels that can help navigate the present environment. We’re often asked how high we think inflation can go, and for how long. Sometimes in these conversations a repeat of the 1970s comes up as a worst-case scenario. […]

To Inspire: Thanksgiving is a favorite holiday for many of us. We gather with family and friends without the pressure of gift giving and we celebrate the many blessings that all of us have received. Earlier this week, I (Matt) was blessed to take 40 men (clients, friends, etc.) up to Marion Correctional Institution. There […]