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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  • 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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  • How Does the Make Up of This Year’s Stock Market Returns Differ from Last Year?

    October 4, 2018

    To Inform:  In 2017, global stock markets were firing on all cylinders.  Earnings were growing, companies were paying dividends, prices were going up, and a weaker dollar even provided a tailwind for foreign stock returns.  In 2018, returns in the global stock market have been harder to come by despite tax reform creating a boost […]

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  • Becoming a Virtuous Leader

    October 1, 2018

    To Inspire: Virtuous leadership is sorely lacking in the world today – in government, in business, within religious traditions, even within our own families.  Many people sit in positions of leadership but don’t lead.  Others lead but with a focus on self rather than service to others. In last Sunday’s gospel lesson at my (Matt) […]

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  • Growth and Value Stocks: What Are They?

    September 27, 2018

    To Inform:  In our industry, we tend to throw around the terms “growth” and “value” when trying to describe stocks and investment styles. When you hear us use phrases like “this is a growth stock” or “this mutual fund manager invests in value stocks,” what do we actually mean? Growth companies tend to be those […]

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  • Become a Heart-Led Leader

    September 25, 2018

    To Inspire: We were privileged to co-host New York Times best-selling author Tommy Spaulding a little over a week ago at a business leadership breakfast.   Tommy’s talk was based on his most recent book, The Heart Led Leader: How Living and Leading from the Heart Will Change Your Organization and Your Life. The last chapter […]

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  • Is There a Bear Market in Diversification?

    September 18, 2018

    To Inform:   Source: Shutterstock   Earlier this week I listened to a webcast put on by the fund managers of a flagship “best ideas” global allocation fund from a major investment bank.  I’m taking some liberties to summarize a conversation I had with a friend during the webcast, but the conversation went something like this: […]

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