The Joseph Group

Wealth Notes

Wealth Notes is a regular digest provided to you: our valued clients and friends. Our goal with each issue of WealthNotes is to provide you with two perspectives on wealth: one that aims to inspire and the other that aims to inform.

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  • A “Tail” of Two Markets

    February 14, 2019

    To Inform:  The S&P 500 rebounded +7.9% in January after a large drawdown of -9.2% in December. Those are some big numbers for one month periods, but neither should really be considered “normal.” Source: Payden & Rygel   The chart from Payden & Rygel is a nice visual of the historical monthly returns dating back […]

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  • The Value of Virtues

    February 12, 2019

    To Inspire: Have you noticed how challenging it is to become the person you want to be, the best version of yourself? Benjamin Franklin desired to become the best version of himself; he shared in his own journal that he wanted to be a man of high moral character, a virtuous man.  And as a […]

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  • January’s Portfolios at Panera Discussion Recap

    February 6, 2019

    To Inform:  At last week’s Portfolio’s at Panera event, we asked the attendees to be Portfolio Managers for the morning.  Each client/friend of The Joseph Group was given a worksheet and was asked if they were managing an investment portfolio, whether they would be “Overweight,” “Underweight,” or “Neutral” across four primary asset classes.  The discussion […]

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  • Connecting to a Cure

    February 5, 2019

    To Inspire: The magazine Cure is free to cancer patients, survivors or caregivers. Source: https://curetoday.com   Its recent “bonus” issue includes an article titled “Keeping The Faith”.  Patients with cancer who have a religious or spiritual belief system report better physical health, according to the results of a meta-analysis of studies involving more than 32,000 […]

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  • The Impact of Your Influence

    January 29, 2019

    To Inspire: Tommy Spaulding, our good friend and nationally known speaker and author, shared in his January 22nd blog that a recent study indicated that the average person in this country will influence up to 80,000 people in their lifetime – either positively or negatively.  Here was Tommy’s reaction: That is profound. I can’t stop thinking […]

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  • Where is Market Leadership in the January Rally?

    January 24, 2019

    To Inform:  So far in 2019 the market for stocks and other risky assets has rallied and is beginning to recoup losses from late last year after ending 2018 with the worst December for the S&P 500 since 1931.  In the Joseph Group’s Investment Strategy Team meetings, we often like to look below the surface […]

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  • Answering a Call to Love

    January 23, 2019

    To Inspire: Do you know the story of Marianne Cope?  Born in Germany on this day in 1838, Marianne’s parents emigrated to the United States, settling in Utica, NY.  Her father was an invalid by the time she was in the 8th grade so Marianne left school to support her family by working in a […]

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  • Wake Up To Your Full Potential

    January 15, 2019

    To Inspire: Do you have an early morning routine that inspires and focuses you on the personal virtues and strategies you will need to live each day with love, passion, and purpose?  Research demonstrates that people with a consistent early morning routine live with more joy and effectiveness. Author and speaker Hal Elrod shares six […]

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  • Exceptional Excellence: Jodi Picetti

    January 11, 2019

    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! […]

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  • Lots of Investment Thoughts as We Start 2019

    January 9, 2019

    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 […]

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