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The Joseph Group

Wealth Notes

  • Coffee with the CIO

    August 12, 2015

    Last week we held the first of what will become a regular event – “Coffee with the CIO” – at The Joseph Group’s offices led by The Joseph Group’s Chief Investment Officer, Travis Upton. Numerous topics were covered, but two main issues were clearly on the clients’ minds – 1) the continued saga of Greece, and 2) where to play offense in order to make money in what has been a flat market.

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  • Thoughts on Father’s Day

    August 12, 2015

    We are pleased to share with you an important and thought-provoking article from Jack D’Aurora’s June 23rd post on parenthood and, in light of Father’s Day, his thoughts and reflections on his own father.

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