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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  • Becoming People for Others

    June 21, 2019

    To Inspire: Source: www.csw.osu.edu   Mark and I attended a reception last night in celebration of the 100th anniversary of OSU’s College of Social Work, founded in 1919.  Our father, Joe Palmer, was an alum of the College and a member of their Hall of Fame.  The event was held in a large hangar at […]

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  • The History of Father’s Day

    June 14, 2019

    To Inspire: As our nation celebrates Father’s Day this Sunday, we thought you might enjoy learning a bit of its history. Scholars claim that it can be traced back 4000 years to Babylon when a young boy’s Father’s Day message in clay wishing his father good health and long life was discovered recently. Our modern […]

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  • J.P. Morgan’s Wealth Management Conference Re-Cap

    June 14, 2019

    To Inform:  Earlier this week, I (Travis) attended J.P. Morgan’s Wealth Management conference in New York City.  The two-day conference was an opportunity to hear the big picture outlook on markets from J.P Morgan’s Chief Global Strategist, views on asset classes from multiple portfolio managers, and perspectives on how firms like The Joseph Group can […]

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  • Every Man A Hero

    June 6, 2019

    To Inspire: “Greater love hath no man but that he lay down his life for his friends.” These words, spoken by Jesus Christ 2000 years ago, rang with poignant truth 75 years ago when on June 6, 1944, 150,000 American, British and Canadian troops landed on the shores of northern France to help liberate that […]

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  • A Yellow Bus Utopia

    May 30, 2019

    To Inspire: Perhaps last Sunday you saw the CBS Sunday Morning feature on Curtis Jenkins, a bus driver for Lake Highlands Elementary School in Dallas, TX. Curtis Jenkins (Source: www.cbsnews.com)   At first blush, one might be tempted to see his job as relatively unimportant.  But Curtis sees it otherwise – he has made himself […]

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  • Trump’s Tariffs Made Travis’ Wife Happy

    May 22, 2019

    To Inform:  Is Trump’s decision to raise tariffs from 10% to 25% on $200 billion dollars’ worth of Chinese goods impacting consumer behavior?  It sure did at the Upton house.  Here is the story: My wife has wanted to replace our kitchen floor for years.  Our kitchen has the original vinyl flooring from when our […]

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  • Life Lessons from Frank Beamer

    May 22, 2019

    To Inspire: Tis the graduation season and I (Matt) always look forward to commencement addresses.  This year did not disappoint as Lisa and I drove over to Blacksburg, VA for the graduation of our niece from Virginia Tech.  The commencement address was given by Frank Beamer, the former longtime head football coach and a man […]

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  • Game of Incentives?

    May 15, 2019

    To Inform:  I’m sure all of us are tired of seeing trade talks pop up in the news, and wish it would be done already…too bad! In most recent news, talks between the U.S. and China have not completely collapsed, but tensions between both parties continue to escalate. A quote from Brian Westbury, Chief Economist, […]

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  • Success from Struggle

    May 10, 2019

    To Inspire: Source: www.guideposts.org   A recent article from the April issue of Guideposts Magazine caught my (Matt) attention.  The author, Kevin Curry, shared how he had used his own struggle with depression to build an entirely new career that helps others.  I thought that sharing his story in this issue of Wealth Notes might […]

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