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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  • Finding Strength in Proximity

    July 9, 2020

    To Inspire: Have you ever seen the Giant Sequoias in the northwestern United States? Also known as Redwoods, they are among the world’s largest and oldest trees – often growing to 300 feet in height (the height of a 26-story office building); 35 feet in width; and with bark that can be 3 feet thick! […]

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  • Is Your Estate Plan Set Up for Success?

    July 2, 2020

    To Inform:  Death and taxes; we know the saying. In spite of the certainty, all of us fail to give our estate plan the attention it deserves. It’s easy to avoid and none of us enjoys thinking about our…well, you know. On top of that, you’ve already signed your estate documents so you’re done, right? […]

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  • Perseverance and the Statue of Liberty

    July 2, 2020

    To Inspire: We’re heading into this Fourth of July weekend with a history lesson on the Statue of Liberty and a story of perseverance by an American craftsman. The Statue of Liberty, as most of you probably know, was gifted to the United States by France, in honor of the U.S. centennial of independence. Built […]

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  • Finding the Gifts in Adversity

    June 25, 2020

    To Inspire:   The motivational speaker and author Napoleon Hill wrote that “within every problem or obstacle lays the seed of an equal or greater opportunity or benefit.” And Norman Vincent Peale used to say, “When God wants to send you a gift, He wraps it up in a problem. And the bigger the gift […]

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  • The “Right Portfolio”

    June 19, 2020

    To Inform:  “There is no one right portfolio, but there is one that is right for you.” This quote from author Larry Swedroe is worth remembering, especially when markets are experiencing bouts of volatility. Our holistic approach of weaving your portfolio, plan, and purpose together as a cohesive roadmap to financial security acknowledges this principle. […]

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  • Not Afraid to Pivot

    June 19, 2020

    To Inspire: Most people who attend college pick a major, get a degree, and work in that occupation for the rest of their lives. Especially when the chosen major is something like Accounting. Today I want to share the story of a person who received an Accounting degree from Purdue University, but quickly pivoted to […]

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  • What is the Swedish Model?

    June 12, 2020

    To Inform:  This week, COVID-19 is back in the news as certain states have seen a rise in positive cases even as the overall U.S. positive testing rate declines. The chart below provides some context. Even though the percentage of COVID-19 tests with a positive result continues to fall across the U.S., states including Arizona, […]

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  • Are You Just Awake, or Truly Living?

    June 11, 2020

    To Inspire: My friend John O’Leary tells a great story about the time he met 105 year old Sister Gertrude. John is a motivational speaker and author and was at her Catholic hospital to speak to its leaders later that day. But before giving that talk talk John wanted to meet some of the nuns […]

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