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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  • Celebrating Service

    November 14, 2018

    To Inspire:  We remember with gratitude the many veterans who have served our nation.  One such veteran, 93-year-old Dick Wood, was featured in The Columbus Dispatch over the weekend and we thought his story was worth sharing. 93-year-old WW II veteran, Dick Wood Source: The Columbus Dispatch – link   As a staff sergeant and […]

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  • Everyday Greatness

    November 7, 2018

    To Inspire:  Living a great life need not be glamorous or complicated.  Everyday greatness is lived by countless thousands all over this country.  Consider Sather Gowdy, a law student at Gonzaga University in Spokane, Washington and the man behind Heal Spokane, a movement and nonprofit focused on improving his community through grassroots acts of service […]

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  • What’s Yellen Yellin’ About?

    November 1, 2018

    To Inform:  Earlier this week, Jeff Tudor, CRPS, Client Advisor, and Aaron Filbeck, CFA, CAIA, CIPM, Portfolio Manager, attended the Schwab IMPACT Conference hosted in Washington D.C. This annual conference is a great opportunity for firms like ours to attend educational sessions on investments, financial planning, technology, and practice management topics. Among the keynote speakers […]

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  • Todd Bol’s Library Legacy

    October 30, 2018

    To Inspire:  Todd Bol, the founder of the Little Free Library Box movement died last week at the age of 62, after a battle with pancreatic cancer. It was in 2009 that Todd was renovating his garage and had some spare wood left.  He decided to honor the memory of his schoolteacher mother by building […]

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  • Will Santa Claus Bring a Post-Election Gift?

    October 25, 2018

    To Inform:  October has been a rough month for the markets, to say the least, but in a few weeks, we are about to enter what historically has been one of the best 9-12-month periods for the stock market.  In the midst of the market turmoil, is Santa Claus getting his sleigh ready to bring […]

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  • It’s Up to You

    October 23, 2018

    To Inspire:  We recently shared the story of the young man that The Joseph Group’s CEO, Matt Palmer, met while doing a climb in Colorado’s Pike National Forest.  Josh changed his thoughts to change his behavior which changed his life. Check out this YouTube video by Absolute Motivation entitled “It’s Up To You.”  You’ll hear […]

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  • Move Forward By Forgiving Yourself

    October 18, 2018

    To Inspire:  Our company was privileged to take 30 local business leaders up to Marion Correctional Institution on Tuesday, October 16 for a day-long retreat with 30 inmates – all of whom are participants in a program called Embark, which helps incarcerated men and women prepare for their release and accompanies them for at least […]

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  • Looking for Leadership in the Midst of the Market Correction

    October 17, 2018

    To Inform:  One of the theories we have after last week’s market correction is that we might see stock market leadership shift to a different group of stocks.  So far this year in the U.S., “growth” stocks, particularly technology companies, have dominated “value” and dividend-paying stocks.  Based on a number of metrics, the historical relationship […]

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  • Thoughts on Recent Market Correction

    October 12, 2018

    To Inform:  There are two types of market corrections and anytime market volatility is more extreme than usual, we always need to be asking which of the two types of correction might be happening. A technical or “fear” based correction is typically fast, furious and short lived.  There is typically some sort of headline/catalyst (i.e., […]

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  • Change Your Thoughts to Change Your Life

    October 11, 2018

    To Inspire:  I (Matt) met Josh last Saturday, at the Devil’s Head Summit in Pike National Forest, just south of Denver.  I was in Denver visiting my daughter, son-in-law, and their four-month-old daughter, Madeline and I decided to do a climb early that morning.  Nearly 10,000 feet in elevation, Devil’s Head Summit is known as […]

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