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 […]

To Inform:  The attention-grabbing headline was purposeful.  Declines for major asset classes (like stocks and bonds) have not been especially deep in 2018, but when you look across asset classes, by some measures, markets have never seen a year where so many asset classes have negative returns. A couple of weeks ago, the chart below […]

To Inspire:  Guest Speaker Chris Crowley addressing guests at the 2018 Winter Wealth Summit   We were delighted to host New York Times bestselling co-author Chris Crowley (Younger Next Year) for our Winter Wealth Summit last Wednesday night on the campus of the Franklin Park Conservatory.  Joining us as hosts were Wesley Communities; the OSU […]

Investment Update:  Earlier this week, the advisors and investment professionals which make up The Joseph Group’s Investment Committee gathered in front of the screen in our team area and talked about what has changed in the markets during the last few trading days. Last week, market behavior supported the idea that the typical 4th quarter […]

To Inspire:  You may have seen the recent spot on CBS Sunday Morning featuring columnist and commentator AJ Jacobs, author of “Thanks a Thousand: A Gratitude Journey.”  In it, he shared with viewers his decision to demonstrate to his children the importance of giving thanks by personally thanking the many people that make his morning […]

To Inform:  Source: https://DCEBrief.com   Earlier this week, The Joseph Group hosted our very first Portfolios & Pints at Land Grant Brewery.  Very similar to our monthly Portfolios at Panera, this was an opportunity to talk about markets and answer questions about what we are doing in client portfolios. Starting a new evening gathering brought […]

To Inspire:  We remember with gratitude the many veterans who have served our nation.  One such veteran, 93-year-old Dick Wood, was featured in The Columbus Dispatch over the weekend and we thought his story was worth sharing. 93-year-old WW II veteran, Dick Wood Source: The Columbus Dispatch – link   As a staff sergeant and […]