Inspire
Resources
Wealth Notes
Wealth Notes is a regular digest with two perspectives on wealth: one to inspire and another to inform.
Our latest issues are below. Or read previous issues in our Wealth Notes Archive.
-
Wealth Notes
Inform
Navigating the Soft Patch
Plan Sponsor Insights
Read our latest Plan Sponsor Insights posts below or read previous posts in our Plan Sponsor Insights Archive.
-
Plan Sponsor Insights Employee Retirement Readiness – A Checkup
-
Plan Sponsor Insights Investment Best Practices in a 401(k) Plan
Harvest Magazine
A journal on true wealth building and sharing. Published by The Joseph Group Capital Management.
Our latest issues are below. Or read the complete archive here.
Events
Your time is precious, so we offer our very best events, from monthly portfolio reviews to inspirational people. Select a current event below, or see all our events here.
-
Coming Soon 2025 Book Study
December 3, 2025
9:00-10:30am
Columbus Country Club, 4831 E. Broad Street, Columbus -
Coming Soon Portfolios & Pints – December 2025
December 9, 2025
5:00-6:30pm
Crooked Can Brewing Company, 5354 Center St, Hilliard