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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  • Investment Quick Hitters

    April 24, 2020

    To Inform: Every Monday morning The Joseph Group’s management team gets together for our weekly leadership meeting. One of the items on the agenda each week is our “quick hitters” – items which will only take a minute or two to talk about in order to provide information or to make a quick decision. With […]

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  • Seeing Redemption

    April 24, 2020

    To Inspire: We’ve all been impacted by the COVID-19 quarantine in our own unique way. Much has been lost and we grieve that loss. Lost jobs, funerals and weddings, missing the birth of a grandchild, vacation memories, senior proms and graduations…the list goes on and on. In my (Todd) house, this past month we were grieving […]

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  • Dig a Little Deeper for Some Good News

    April 17, 2020

    To Inspire: Every news source…COVID-19!  You can’t turn on the TV, radio or look at your phone without Covid-19 news and there seems to be little motivation to share the positive stories. But we’re going to take a page out of John Krasinski’s book (John played Jim on The Office) and talk about some inspirational […]

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  • What Might Reopening the Economy Look Like?

    April 17, 2020

    To Inform: Earlier this week we had a number of clients and friends take part in our Portfolios at Your Place videoconference. One of the key items we talked about was what things might look like when the economy starts to reopen and the related investment implications. COVID-19 is a global health crisis and a […]

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  • Live By the Changing Seasons

    April 9, 2020

    To Inspire: In the April 2020 issue of Guideposts Magazine, former CBS Good Morning America host Joan Lunden shares how a trip to Morocco 20 years ago helped change her life. There, she and her daughters encountered a tribe of nomadic Bedouin sheepherders who graciously invited them to join them for tea. There were greeted […]

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  • Courage, Cheer, Resolution – In Life and In Investing

    April 9, 2020

    To Inform: If you’re like me, looking to the past can be a great way to find lessons on how to navigate the present. On Winston Churchill’s first day as Prime Minister of the United Kingdom, Adolf Hitler invaded Holland and Belgium. The evacuation of British troops surrounded at Dunkirk was only two weeks away. Over […]

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  • Sharing the Joy of Music, Despite Obstacles

    April 3, 2020

    To Inspire:  Darrius Simmons was passionate about football, but after the coach of his high school football team told him he would never play, the Warren, Ohio native turned his focus to music. He loved the joy that music brought to people and wanted to experience that, even though he was born with just four […]

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  • Does the CARES Act Impact You?

    April 3, 2020

    To Inform: By now, you probably have seen the CARES Act was signed into law last Friday, March 27th.  As a response to the COVID-19 pandemic, CARES stands for “Coronavirus Aid, Relief, and Economic Security.” The size of this economic relief is unprecedented as the legislation provides $2 trillion in funding. Similar to other financial […]

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  • Rest, Restore, Connect, Create

    March 27, 2020

    To Inspire: We have been so inspired by how many of our clients and friends are moving through this challenging time with peace, gratitude and hope. But we also know that many in our country are gripped with worry, fear, even panic. In her book, Rhythms of Renewal, beloved Christian author and speaker Rebekah Lyons […]

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  • Thinking in Terms of Two Time Frames

    March 25, 2020

    Stepping Back from the Noise As I type this, the Dow is up over 1,400 points and every single asset class on the tracking list I keep on my phone is green. It’s certainly nice to take a deep breath, but the rising market isn’t going to change one thing I planned to discuss in […]

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