This page provides access to our "From the Research Desk" (periodic issues) and our monthly newsletter, Wealth Perspectives. Our Wealth Perspectives newsletter provides articles of general interest to our clients, including periodic updates and insights on planning issues and insights into recent economic news. Our From the Research Desk is written by our Director of Research, Ron A. Rhoades, and provides a more in-depth periodic look at investment principles, risks, expected returns of various asset classes, and observations about the economy, and what all this means for investors. The following issues of these publications are available for viewing.
If you wish to subscribe to our newsletter, please contact Echo Rooney at erooney@josephcapital.com. Please include your full name, phone number, and e-mail address.
From the Research Desk (formerly Capital Markets Commentary)
- Issue 1 - Uncertainty, the Science of Investing, and Expected Returns of Various Asset Classes
- Issue 2 - Economic Difficulties Ahead: Suggestions for a Personal Response
- Issue 3 - The Importance of Personal Savings
- Issue 4 - The "Live Big" List; Roth IRA Conversion Planning; Planning for Higher Income Tax Rates
- Issue 5 - "Live Big"...More Ideas; Roth IRA Conversion Planning: Asset Allocation Ideas; 2010 CPA Tax Return Review Guide
- Issue 6 - Perspectives on Events of the Past Decade; Q&A with Ron Rhoades; 2010 Client Educational Presentation Slides; and DFA's "The Stock-Bond Decision"
Wealth Perspectives, September 2010.
- Joseph Capital Included in 2010 Top Wealth Manager Rankings
- Estate Planning for Pets
- "Core" by Sally Long
- Franc D'Ambrosio's Broadway
Wealth Perspectives, August 2010.
- Sally & Linda Attend NAPFA Conference
- "Just Say No" to Unsolicited Mail and Phone Calls
- Understanding Your Credit Report
- How Joseph Adds Value to Clients
Wealth Perspectives, July 2010.
- Go Green: Receive Our Newsletters via E-mail
- Our New North Carolina Office
- "The Pursuit of Passion" by Tiffany Rhoades
- Conduct a Summertime Financial Tune-Up
- Lend a Helping Paw
Wealth Perspectives, June 2010.
- "Youth" by Samuel Ullman
- Disaster Recovery Tips for You & Your Family
- What to Do During or After a Disaster
- On the Road Again...
Wealth Perspectives, May 2010.
- Sally Long Interns at Citrus Memorial Hospital
- The Benefits of Pets
- Useful Tips for Pet Owners
- Ways to Help Animals in Need
- Wellness Tips We Can Learn from a Dog
- Protect Yourself from Fraud
- Important Financial Documents - What to Keep
Wealth Perspectives, April 2010.
- A Special "Thank You" to Deputy Juan Berrios
- After Hours... with Eric J. Sobocinski, J.D.