To Inform: What a difference a couple months can make! Early in December we hosted a webinar on “Post-Election Year-End Planning Strategies” where we discussed among other things, the Biden Tax Proposal. At the time, all eyes were on Georgia. If the Republicans were to win only one of the two senate seats, much of […]
To Inform: As a new Presidential administration takes office, the stock market isn’t the only thing moving higher…so are measures of inflation. Over Christmas break, we hosted a small COVID-safe family gathering at our house. Over dinner, my amazing mother-in-law, who appreciates finding good deals while shopping as much as I do, asked: “is it […]
To Inspire: My colleague Michelle O’Brien’s article in last week’s Wealth Notes has me reflecting on my own New Year’s resolutions. Always I want to be a man who loves greatly but when I consider how, I realize that I must first grow in virtue. And of all of the virtues I might focus on […]
Since the election, we’ve used this note to discuss some of the areas that look interesting to us in 2021. First, a couple of key assumptions. One, the Georgia Senate races that both went to Democrats mean it is more likely the Biden administration implements some of their policy ideas beginning this year. The evenly […]
Did you make New Year’s resolutions? Have you given up yet? Each year, most people give up on their resolutions – especially ones that are health and fitness-focused – in less than three weeks. This year, Sunday, January 17, 2021 is Quitter’s Day, the day most people abandon their New Year’s resolutions. One reason why […]
To Inform: The events this week in Washington DC were tragic regardless of what side of the political aisle you are on. We pray for our country and we pray for healing. We now know the election results – Congress has certified Joe Biden’s election as President and in a surprise based on where polls […]
To Inspire: “Moving from Success to Significance” is the sub-title of one of our favorite books here at The Joseph Group; Bob Buford’s “Half Time.” We give this book to many of our clients entering retirement with the thought that at age 50+ they still have half of their productive life to go. Why not […]
2020 has been a challenging year for all of us. In the true spirit of Christmas, the spirit of giving, below are two stories that can touch all of our hearts this season and encourage the gift of giving of ourselves. Christmas Tree Angel in Michigan When Michigan resident Chad Rose just happened to have […]
To Inform: Is it me, or do you think at the end of 2020 we need a double dose of “to inspire”?! What a year. Insert your own personal recap here ______________! I’m confident you have a story; we all do. At The Joseph Group we talk about money being only a tool to help us all live […]
To Inform: Earlier this week we had our final Portfolios at Your Place of the year and discussed our Five Themes (+1) which are key items of discussion in our Investment Strategy Team meetings as we approach 2021. We will likely be unpacking each of these more in depth in the weeks and months ahead, […]