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The Joseph Group

Wealth Notes

  • Serving Others

    November 1, 2024

    To Inspire: Do you know the story of St. Phocas the Gardener? A Christian who lived on the coast of the Black Sea in the third century, Phocas had a desire to please God but had few skills or talents. But there was one thing he did well – very well in fact – and […]

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  • A Strange Fed Easing Cycle – Or is it?

    October 25, 2024

    To Inform: After one of the longest “pauses” – that is, the period between the last hike in the Federal Funds rate and the first cut – in US history, the Federal Reserve Open Market Committee cut interest rates by 0.5% last month, surprising many who were expecting a cut of 0.25%. This first of […]

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  • What Can We Learn from Bees?

    October 25, 2024

    To Inspire: This past spring I decided to plant a small corner of my front yard with a variety of colorful flowers. This small corner faces south and gets plenty of sunshine. I bought a number of flower seed packets. I didn’t really know what I was buying other than that the flowers pictured on […]

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  • Dream Bigger

    October 18, 2024

    To Inspire: I’m reading a really good book right now, Dream Bigger: A 21 Day Journey to Unlock God’s Dream for Your Life. It’s written by Dan DeMatte who some of you will recognize as the co-executive director of Damascus, an exciting Catholic Retreat and Conference Center in Centerburg, Ohio and home to Catholic Youth […]

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  • Tax Efficient Charitable Giving – QCD vs DAF

    October 18, 2024

    To Inform: As we approach the end of 2024, for some this is an opportune time to give to charities, churches and other non-profits we’re passionate about, especially as the holidays draw near and the picture becomes clearer on how income and taxes will shake out. There are many avenues in which you can give, […]

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  • Notes from the Ohio Private Wealth Forum

    October 11, 2024

    To Inform: Yesterday, The Joseph Group’s Chief Investment Officer Alex Durbin and I had the opportunity to attend the 8th Annual Ohio Private Wealth Forum, put together by Markets Group. The event is a gathering of Investment Advisors and Fund Managers and an opportunity to share best ideas through panel discussions, topic roundtables, and one […]

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  • Fame Through Kindness and Calm

    October 11, 2024

    To Inspire: There is an Arizona sheriff’s deputy whose social media success rivals that of some celebrities and athletes, all just by doing his job with an approach based on Stoicism and Servant Leadership. Traffic Unit Deputy Frank Sloup of the Pinal County’s Sherrif’s Office has turned routine traffic stops into must-see online videos. This […]

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  • Potential Market Catalysts for the 4th Quarter

    October 4, 2024

    To Inform: As we enter the final quarter of 2024 there are several events on the horizon that could be major catalysts for markets. In a recent discussion with The Joseph Group’s Investment Committee, we discussed some of these catalysts and what the potential impacts these could have on markets. In this WealthNotes, we’ll look […]

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  • Takeaways from the Road

    September 26, 2024

    To Inform: Earlier this week, members of The Joseph Group Investment Strategy Team (Alex Durbin, Jake Lindaberry, and Travis Upton) attended a mini conference at the JP Morgan Complex in Polaris, outside of downtown Columbus. The conference included presentations from fund managers and other investment professions focused on the bond market. We came back with […]

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  • Treating People with Dignity

    September 26, 2024

    To Inspire:   Homelessness is a growing problem in the United States. In Georgia, nearly a quarter of the state’s homeless population is in Atlanta. While the issues surrounding homelessness are many, one Atlanta man is using his retirement to bring access to basic human necessities to people on the streets. An Atlanta nonprofit called […]

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