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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  • The Goldilocks Rule

    April 9, 2019

    To Inspire: We received very positive feedback from our inspirational WealthNote on building good habits – habits that help us live a great life – a life of joy, of purpose, of passion.  The strategies we shared were taken from a book that both Travis (Upton) and I (Matt) are reading by James Clear, Atomic […]

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  • The Power of Atomic Habits

    April 5, 2019

    To Inspire: Travis (Upton) and I (Matt) both are reading Jim Clear’s book, Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones.  We’re finding it tremendously helpful in our own journey to live a great life – a life of purpose, of joy, of using time wisely.  We recommend […]

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  • Lunch With A Market Strategist

    April 4, 2019

    To Inform:  Earlier this week, Fidelity Investments hosted a lunch with a senior member of their Capital Market Strategy Group to provide their views on the markets.  I (Travis) had the privilege of attending the lunch and it was a terrific opportunity to consider how Fidelity’s thoughts on markets line up with how we are […]

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  • 2019 March Portfolios at Panera Recap

    March 28, 2019

    To Inform: At this week’s Portfolios at Panera, TJG’s Portfolio Manager, Aaron Filbeck, led our discussion that focused on one dimension of the portfolio construction process: active vs. passive management in The Joseph Group’s objective-based portfolios. As a quick refresher, the primary objective of a passive manager is to replicate the performance of an index, […]

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  • Remembrance and Honor

    March 27, 2019

    To Inspire:  Mark and I (Matt) were privileged to attend the OSU College of Social Work Scholarship Dinner earlier this week.  The dinner celebrates the field of social work and recognizes students at OSU who are pursuing a Master’s Degree in Social Work. The Joseph R. Palmer Memorial Scholarship is given each year to a […]

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  • Expression Without Limitation

    March 21, 2019

    To Inspire: Perhaps you have heard of Open Door Art Studio & Gallery here in Columbus, Ohio.  Open Door is home to 112 artists with disabilities.  They have access to the studio Monday through Friday to enjoy “expression without limitation.”  On Wednesday, March 20th, we held our second Women’s GatHERing at Open Door Art Studio […]

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  • Would You Give Me Some Credit?

    March 20, 2019

    To Inform:  Earlier this week, JP Morgan released its Global Asset Allocation Views for the 2nd quarter.  Overall, JP Morgan is slightly defensive in their views and recommend a slight overweight to bonds and a slight underweight to stocks as they expect markets to remain “range-bound” in the months ahead.  As we read through their […]

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  • 6th Annual Ohio Institutional Investment Forum

    March 14, 2019

    To Inform: Earlier this week, three members of The Joseph Group team (Mark Palmer, Aaron Filbeck, and Travis Upton) attended the 6th Annual Ohio Institutional Investment Forum.  The event largely consisted of panel discussions of Chief Investment Officers and Portfolio Managers from organizations such as The State Teachers Retirement System of Ohio, the Cleveland Clinic, […]

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  • Three Wishes for Ruby’s Residents

    March 14, 2019

    To Inspire: Two weeks ago, CBS Sunday Morning shared the touching story of 11-year-old Ruby Chitsey of Harrison, Arkansas who sometimes joins her mom Amanda, a nurse, when she travels to local nursing homes to provide basic medical care.  It was on one of those visits that Ruby started going into residents’ rooms with her […]

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