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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  • Bright Spots: U.S. Consumers

    February 21, 2020

    To Inform: If you’ve been paying attention to the news lately, it seems the financial media is focused on negative headlines. Despite concerns related to Coronavirus, 2020 U.S. elections, and uncertain geopolitical risk, it’s worth noting that there is still good news to be found. One area of good news is the state of the […]

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  • LEADERSHIP – Success, Failure, Growth, Service

    February 21, 2020

    To Inspire: In 2011, Jim Collins, author of such business building classics as Built to Last and Good to Great, was offered a position as Chair for West Point’s Study of Leadership. Collins was busy at the time preparing for the release of Great by Choice, but West Point has been turning out “leaders of […]

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  • Thoughts on the Wuhan Coronavirus

    February 14, 2020

    To Inform: It’s not the most fun thing to think about on Valentine’s Day weekend, but our financial news feed is being dominated right now by the Wuhan coronavirus and its potential impact on the global economy. While our discussion here focuses on the economic impact, our prayers are for the much more terrible human […]

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  • Singing Gratitude: Underground Boys of Tana

    February 13, 2020

    To Inspire: Have you heard of the Underground Boys of Tana? Recently featured on CBS Sunday Morning, this singing group from the slums of Madagascar has captivated the hearts of thousands in their hometown and millions via YouTube. Driving through a Madagascar neighborhood one Sunday, Virginia Summers and her husband, John Miller (who works at […]

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  • Focus on Scenarios, Not Forecasts

    February 7, 2020

    To Inform: This week we are continuing to unpack our “Top 5 Investment Themes for 2020.” These themes reflect the major discussion points we are currently having in our Investment Strategy Team meetings and are driving the way we are positioning client portfolios. This week’s theme is “Focus on Scenarios, Not Forecasts.” This time of […]

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  • Giving Back by Giving the Gift of Sight

    February 7, 2020

    To Inspire At The Joseph Group, we always talk about living a great life one story at a time and this is an incredible story about Amit Tandon, an eye surgeon at The Ohio State University who is helping extremely impoverished people in developing nations regain their vision. According to the National Eye Institute, “a […]

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  • Inspired to Learn, Grow, and Change the Status Quo

    January 31, 2020

    To Inspire Carl Allamby did not understand why he needed to take a biology class while pursuing a business degree he planned to use to help grow his small business. He took the class only when told he needed it to graduate, but within the first hour, he knew his path had to change. That […]

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  • Balancing the Dimensions of Human Nature

    January 24, 2020

    To Inspire:  January is a great month for each of us to examine our lives to make sure that we’re living out our own unique purpose with great passion and a sense of real contribution to those around us. In The 8th Habit: From Effectiveness to Greatness, bestselling author Steven Covey encourages us to build […]

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