To Inform:     Aaron Filbeck, portfolio manager, recently traveled to New York City to attend an investment conference. One of the keynote presentations focused on the future of emerging markets, essentially dividing future growth drivers into three themes: Technological Disruption. The rise of mobile payments is changing how sectors do business. In emerging markets, wallets are quickly […]

To Inspire:  Perhaps you read the recent Columbus Dispatch article on Youth Across Borders and its founder, Courtney Bosca.  A Columbus resident, Courtney’s experience with Montana de Luz, a home in Honduras for children and young adults living with HIV, led her to imagine helping to foster connections between those children and youth and HIV […]

To Inform:   Last week the interest rate on the 10-year Treasury bond hit 3% for the first time in over four years, prompting major headlines in the Wall Street Journal and much discussion at last week’s Portfolios at Panera.  However, in The Joseph Group’s Investment Strategy Team meetings, it’s not the rate on the 10-year […]

To Inspire: Have you ever kept a daily journal?  Life Coach Michael Hyatt has been sharing the advantages of daily journaling.  They are very compelling, so we thought we’d share them with our readers. According to Michael, a daily journaling habit is one that has an extremely positive effect on every other area of life. […]

To Inform:   At The Joseph Group, we are not big market technicians who look for patterns in market charts, but we do want to be cognizant of investor behavior.  Despite talk of trade wars, social media privacy, and Russia, on down days for stocks, the S&P 500 is bouncing around the same levels it hit […]

To Inspire: Our team is grieving the death of Jan Winkleman, a long time client and dear friend of Mark’s, who died at age 60, recently after suffering a stroke.  Cherishing her memory are her husband, Larry, her adult children (Ryan, Tyler, and Allie) and their spouses and her many many friends. Jan was special […]

To Inform:   As we are typing this note, the S&P 500 is slightly positive year-to-date 2018, but it’s time to look under the hood.  To use a car analogy, the engine may be keeping things moving forward overall, but some components are working harder than others. Out of the 500 stocks that make up the […]

To Inspire: Christians throughout the world are nearing the end of Lent, a 40 day period in which they strive in modest ways to enter into Christ’s suffering: giving up certain pleasures (like coffee or desserts) and/or taking on additional acts of charity and prayer. In a recent issue of Success Magazine, writer Jonny Auping […]

February is here.  Punxsutawney Phil saw his shadow (more winter on its way), and we celebrate the birthdays of George and Abe (our 1st and 16th Presidents).  But our favorite holiday of the month is February 14th, Valentine’s Day; a day to celebrate “romantic love” with a gift of roses, a touching note or a […]

To Inform:   After a week of market corrections and the most volatility in two years, it’s time for a little good news for the stock market.  The good news is corporate earnings look terrific. We are currently in the midst of earnings season where companies announce their earnings for the previous quarter and management provides […]