To Inform: Earlier this week The Joseph Group’s Investment Committee (IC) met and discussed market thoughts for the second half of 2022 and how we want to position client portfolios across asset classes. The backdrop for the discussion was the idea markets are likely to be stronger later in 2022 (see last week’s WealthNotes) but acknowledging […]

To Inspire: As we step into this 4th of July weekend, author Matthew Kelly’s newest book, The Generosity Habit, continues to inspire me. Here are some more of his tips, adapted a bit for this most special of American holidays: Idea #14 – Praise someone you know publicly. While it is best to provide constructive […]

As a plan sponsor, one of the most important things you can do each year is sit down and review the retirement plan. You may be asking yourself “why?” or perhaps the plan tends to be out of sight, out of mind so you feel like everything is running smoothly. It’s certainly possible that the […]

To Inspire: Our mission is “Helping create great lives… one story at a time.” We love helping clients and friends build the great retirement they deserve and we love capturing and sharing their stories. Throughout the year we share stories – through Harvest Magazine and through videos featured on our website. Our latest great life […]

To Inform: With the S&P 500 mired in a bear market, JP Morgan Chief Market Strategist Marko Kolanovic generated buzz in recent weeks with his call that U.S. stocks would recover recent losses in the 2nd half of 2022 and finish the year largely unchanged. Kolanovic has notoriety in investment strategy circles as the No. […]

To Inform: I recently got the chance to visit a timberland site in southeast Ohio with a group of investment professionals. On this visit were a number of professional foresters. One person asked the foresters about tree growth in regenerating timber stands. The forester gave an answer and connected it to what is going on […]

To Inspire: Let’s continue with some ideas from New York Times bestselling author Matthew Kelly on how to develop The Generosity Habit, from his newest book of that same name. Idea #5 – Tip generously. With some regularity, leave a tip that is 2-3 times as much as you usually give. I love this one […]

To Inform:   Yesterday I had the opportunity to attend the Ohio Institutional Investment Forum – a one day conference for large pension and endowment fund managers across the state. Speakers included the Chief Investment Officer for the Ohio State University endowment, the Executive Director of the Ohio School Employees Retirement System and senior investment […]

To Inspire: I love animals – my current menagerie includes a dog and three cats, all rescues. So I can’t pass up a good news story about people helping rescue animals. There is a great non-profit organization called Pilots N Paws that brings together pilots and animal shelters that need to transport pets to new […]

To Inspire:   It was an unproductive conversation about goals, progress, and next steps toward our visions. Two of us were meeting virtually as planned. Two were on their phones while driving. That was unplanned. One was headed to St. Louis for the anticipated arrival of his new granddaughter and the other to California for […]