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

  Inspire

  Gander and the Come From Aways

Wealth Notes

Inform

Is It 2013 All Over Again?

Plan Sponsor Insights

Read our latest Plan Sponsor Insights posts below or read previous posts in our Plan Sponsor Insights Archive.

• Plan Sponsor Insights

  What To Do When Providers Change?

• Plan Sponsor Insights

  Third Party Insights: Interview with Brigette Lafferty, QPA, QKA

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

  Portfolios at Your Place – September 23

  September 23, 2021
  5:00-6:00pm
  Zoom, Columbus
• Coming Soon

  CANCELLED- Business Leader Series: David Karam

  October 12, 2021
  4:30-6:00pm
  555 W. Goodale Street, Columbus