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.

Join our mailing list to keep up to date.


  • Building Better Habits

    July 19, 2019

    To Inspire: We continue our study of building better habits as shared in James Clear’s book, Atomic Habits. Let’s continue our discussion of the two-minute rule.  Clear calls these small habits gateway habits because they lead to the important habit that moves us towards the best version of ourselves. Recall Clear’s example of Twyla Tharp […]

    More Info
  • The Market Says – “Give Me Rate Cuts!

    July 12, 2019

    To Inform: One question I (Travis) get often from people who know what line of work I’m in is “what’s driving the market?”  The financial certifications I studied years ago would suggest the answer to that question should be corporate earnings, cash flows, valuations, and economic growth.  Lately though, the conversations seem to gravitate toward […]

    More Info
  • The Two-Minute Rule

    July 12, 2019

    To Inspire: We continue our discussion on habits that move us closer to our own personal version of a great life.  In today’s WealthNotes, we discuss the “2-minute rule,” as shared by James Clear in his book, Atomic Habits. The premise is that it is tempting to pursue a new habit by starting too big. […]

    More Info
  • Building A Story Brand

    June 28, 2019

    To Inspire: I (Matt) am reading a fascinating book, Building A Story Brand: Clarify Your Message So Customers Will Listen, by Donald Miller. Source:  www.buildingastorybrand.com   The overall strategy he shares is powerful and can be applied broadly, including, even, our personal lives.  To illustrate, let me share the principles he uses – principles that […]

    More Info
  • All Eyes on the G20 Summit This Weekend

    June 28, 2019

    To Inform:  This Friday and Saturday, the G20 Summit of world leaders is being held in Osaka, Japan.  President Trump is already in Osaka as this note is being typed and multiple global issues will be discussed including global climate change, North Korea denuclearization, and tensions with Iran. Source:  www.G20.org   Perhaps the biggest focus […]

    More Info
  • Becoming People for Others

    June 21, 2019

    To Inspire: Source: www.csw.osu.edu   Mark and I attended a reception last night in celebration of the 100th anniversary of OSU’s College of Social Work, founded in 1919.  Our father, Joe Palmer, was an alum of the College and a member of their Hall of Fame.  The event was held in a large hangar at […]

    More Info
  • The History of Father’s Day

    June 14, 2019

    To Inspire: As our nation celebrates Father’s Day this Sunday, we thought you might enjoy learning a bit of its history. Scholars claim that it can be traced back 4000 years to Babylon when a young boy’s Father’s Day message in clay wishing his father good health and long life was discovered recently. Our modern […]

    More Info
  • J.P. Morgan’s Wealth Management Conference Re-Cap

    June 14, 2019

    To Inform:  Earlier this week, I (Travis) attended J.P. Morgan’s Wealth Management conference in New York City.  The two-day conference was an opportunity to hear the big picture outlook on markets from J.P Morgan’s Chief Global Strategist, views on asset classes from multiple portfolio managers, and perspectives on how firms like The Joseph Group can […]

    More Info
  • Every Man A Hero

    June 6, 2019

    To Inspire: “Greater love hath no man but that he lay down his life for his friends.” These words, spoken by Jesus Christ 2000 years ago, rang with poignant truth 75 years ago when on June 6, 1944, 150,000 American, British and Canadian troops landed on the shores of northern France to help liberate that […]

    More Info