To Inform:  At last week’s Portfolio’s at Panera event, we asked the attendees to be Portfolio Managers for the morning.  Each client/friend of The Joseph Group was given a worksheet and was asked if they were managing an investment portfolio, whether they would be “Overweight,” “Underweight,” or “Neutral” across four primary asset classes.  The discussion […]

To Inspire: The magazine Cure is free to cancer patients, survivors or caregivers. Source: https://curetoday.com   Its recent “bonus” issue includes an article titled “Keeping The Faith”.  Patients with cancer who have a religious or spiritual belief system report better physical health, according to the results of a meta-analysis of studies involving more than 32,000 […]

To Inspire: Tommy Spaulding, our good friend and nationally known speaker and author, shared in his January 22nd blog that a recent study indicated that the average person in this country will influence up to 80,000 people in their lifetime – either positively or negatively.  Here was Tommy’s reaction: That is profound. I can’t stop thinking […]

To Inform:  So far in 2019 the market for stocks and other risky assets has rallied and is beginning to recoup losses from late last year after ending 2018 with the worst December for the S&P 500 since 1931.  In the Joseph Group’s Investment Strategy Team meetings, we often like to look below the surface […]

To Inspire: Do you know the story of Marianne Cope?  Born in Germany on this day in 1838, Marianne’s parents emigrated to the United States, settling in Utica, NY.  Her father was an invalid by the time she was in the 8th grade so Marianne left school to support her family by working in a […]

To Inspire: Do you have an early morning routine that inspires and focuses you on the personal virtues and strategies you will need to live each day with love, passion, and purpose?  Research demonstrates that people with a consistent early morning routine live with more joy and effectiveness. Author and speaker Hal Elrod shares six […]

To Inspire: It will be two years ago this April since Jodi Picetti joined The Joseph Group’s Client Service Team…and there’s no stopping her now.  Jodi started with our team as a client service specialist.  This week, we are excited to announce that Jodi has been promoted and is now The Joseph Group’s Manager of Client Services! […]

To Inform:  This WealthNotes “To Inform” piece is likely to run a little longer than normal as we take a look back at the sharp market correction that culminated 2 weeks ago, discuss what we are seeing in markets today, and share how we are positioning portfolios going forward. Looking Back: The Grinch certainly stole […]

To Inform:  During yesterday’s Federal Reserve announcement on interest rates, members of The Joseph Group team gathered around the TV in our team area to watch the announcement and the market reaction.  At 2:00 pm, the announcement came across that the Fed was increasing the Fed Funds rate by 0.25% (from 2.25% to 2.50%) and […]

To Inspire: If you happened to see Monday night’s NBC News with Lester Holt, you saw an inspiring story on Brad and Jessica Bond.  The Utah couple had just finished their wedding vows and been introduced to their guests as Mr. and Mrs. Bond when they surprised everyone by handing out $10 gift cards to […]