To Inform: This time next week we’ll (hopefully) know the winner of this coming Tuesday’s presidential election. There are enormous policy implications of a Trump or Harris administration and today the race sits on a knife’s edge. We’ll sort through a few key indicators – polling, betting markets, and market action – to get a […]

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 […]

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 […]

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 […]

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 […]

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, […]

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 […]

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 […]

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 […]

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 […]