The Joseph Group

Wealth Notes: Communication

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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  • Money Moving in Minneapolis

    April 21, 2016

    While teaching a professional development class in Minnesota this week The Joseph Group’s Chief Investment Officer, Travis Upton, had the opportunity to visit with the portfolio management team at the Minneapolis-based investment firm, The Leuthold Group. Travis was able to talk with a number of the portfolio managers at the firm, including Leuthold Chief Investment Officer, Doug Ramsey. Here are two key takeaways from the meetings:

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  • 10 Things You’ll Never Do Again

    January 11, 2016

    In order to become the best version of yourself in 2016 you will need to identify clear goals and strategies for the important areas of your life – spiritual, physical, emotional, relational. You also must avoid the key pitfalls that those who live great lives have learned to overcome. Renowned phychologist Dr. Heny Cloud identifies those in his book, Never Go Back: 10 Things You’ll Never Do Again. Those who live great lives strive to never again…

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  • Leading in the Second Half of Life

    January 5, 2016

    In this issue of WealthNotes we share the final teachings of Doug Smith’s series, Living and Leading in the Second Half of Life. It is with the principals of leading in the second half of life that you are now able to fully reflect on Doug’s message to ultimately live with greater joy and lead with greater effectiveness for the benefit of ourselves and everyone with whom we come in contact.

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  • Living in the Second Half of Life

    December 17, 2015

    You will recall in our previous issue of Wealth Notes Doug believes in order to have a profoundly successful life, there is a transition between the “two halves of life.” Throughout the transition, the soul becomes our primary focus and our lives and our leadership take on a very different character. In terms of living, those who transition most successfully…

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  • Three Reasons We Should Be Slow To Judge

    November 17, 2015

    Criticism is like medicine, it all depends on administration and dose. But here’s the problem: If we’re quick to judge, we’re upping the odds that we’ll misdiagnose and seriously hurt someone. New York Times bestselling author and former CEO of Thomas Nelson Publishers shares with us three reasons why we should be slow to judge.

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