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The Joseph Group

Wealth Notes

  • Supporting Positivity

    May 14, 2020

    To inspire: No doubt all of us have family members or friends that are exhibiting a lot of negativity in the midst of this coronavirus challenge. It’s precisely during times like this that our loved ones need us most to help lift their mood. In an article from the June 2016 issue of Success Magazine, […]

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  • Stuck at Home? Get Out into the World – Virtually

    May 8, 2020

    Before the spread of the coronavirus and this lock down, virtual experiences sounded interesting, but not compared to actually getting out into the world. Now we’ve been mostly or entirely locked down for weeks, and a ‘real’ vacation is a distant dream. Here in Central Ohio, we’ve had a cool, wet, often-gray Spring, making it […]

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  • A New Phase and A More Quick Hitters

    May 8, 2020

    To inform:  Coming into the office today was different. Being a financial firm, The Joseph Group is an “essential business” so we’ve had a few people in the office each day for the last eight weeks keeping socially distant from one another. The area around our downtown Columbus Arena District office has been largely empty […]

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  • Why Aren’t Stocks Down More?

    May 1, 2020

    To Inform: Close your eyes…imagine yourself a year ago at this time. It was May 2019, the high temperature in Columbus was 82 degrees and the S&P 500 was within a few dozen points of where it is today. Then, our biggest worries were trade concerns with China. Today, at similar levels in the S&P […]

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  • Our Roles: To Protect, Provide, and Teach

    May 1, 2020

    To Inspire… I (Matt) am in a men’s faith sharing group that is focused on becoming better husbands and fathers. It’s a Catholic group and we’re using a workbook called LEAD, published by a ministry called Fathers of St. Joseph. Recently, via Zoom, we were discussing the most important roles that we have: to protect, […]

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  • Investment Quick Hitters

    April 24, 2020

    To Inform: Every Monday morning The Joseph Group’s management team gets together for our weekly leadership meeting. One of the items on the agenda each week is our “quick hitters” – items which will only take a minute or two to talk about in order to provide information or to make a quick decision. With […]

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  • Seeing Redemption

    April 24, 2020

    To Inspire: We’ve all been impacted by the COVID-19 quarantine in our own unique way. Much has been lost and we grieve that loss. Lost jobs, funerals and weddings, missing the birth of a grandchild, vacation memories, senior proms and graduations…the list goes on and on. In my (Todd) house, this past month we were grieving […]

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  • Dig a Little Deeper for Some Good News

    April 17, 2020

    To Inspire: Every news source…COVID-19!  You can’t turn on the TV, radio or look at your phone without Covid-19 news and there seems to be little motivation to share the positive stories. But we’re going to take a page out of John Krasinski’s book (John played Jim on The Office) and talk about some inspirational […]

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  • What Might Reopening the Economy Look Like?

    April 17, 2020

    To Inform: Earlier this week we had a number of clients and friends take part in our Portfolios at Your Place videoconference. One of the key items we talked about was what things might look like when the economy starts to reopen and the related investment implications. COVID-19 is a global health crisis and a […]

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  • Live By the Changing Seasons

    April 9, 2020

    To Inspire: In the April 2020 issue of Guideposts Magazine, former CBS Good Morning America host Joan Lunden shares how a trip to Morocco 20 years ago helped change her life. There, she and her daughters encountered a tribe of nomadic Bedouin sheepherders who graciously invited them to join them for tea. There were greeted […]

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