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 former 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 2011
- Joseph Capital cited among nation's fastest growing RIA firms
- Ron Rhoades achieves life-long dream
- Staff updates including staff additions
- Your Questions Answered: Should we be concerned about a pending recession?
- What's so special about our relationships with clients
Wealth Perspectives, April 2011.
- Could Your Financial Life Survive a Natural Disaster?
- Are You Prepared? - Inserts from Ready.gov
- Lifelong Friendship Brings Broadway to Citrus County
- Charitable Giving to Help Japan
Wealth Perspectives, March 2011.
- A Recap of Our Annual Client Educational Luncehon
- Firm Update
- Investments Review: Current Valuations, Expected Returns
- The "Live Big" List: Activities for a Frugal, yet Rich and Fulfilling, Life
- The Power of Trust
- Access Your Accounts Online
Wealth Perspectives, February 2011.
- TDA Class Action Settlement
- Summary of 2011 Tax Changes
- Did You Know...Allocation of Your Tax Refund to Your IRA
- Franc D'Ambrosio's "Broadway"
Wealth Perspectives, January 2011.
- The "One-Man Think Tank" on the Fiduciary Debate
- Ron's Recent Travels to D.C.
- What Would Adam Smith say about the Fiduciary Standard?
- With Even Governments Abandoning Pension Plans, Investors are Being Tossed to the Fee-Hungry Wolves
- Evensky Suggests: Read Vision of Dystopian, Non-Fiduciary Future...Ron Rhoades's Letter to the SEC Paints a Bleak Picture Should Fiduciary Standard Not be Widely Applied
Wealth Perspectives, December 2010.
- A Dying Banker's Last Instructions, by Ron Lieber
Wealth Perspectives, November 2010.
- "Live Big"...An Update
- Can You Buy Happiness?
- Franc D'Ambrosio's Broadway
Wealth Perspectives, October 2010.
- Robin Townshend Attains Series 65 License
- Ron Rhoades Appointed to the Board of Advisors for the Committee for the Fiduciary Standard
- Eight Financial Truths
- Ron Active in Industry Associations as SEC Begins Its STudy of the Fiduciary Standard; Ron's Recent Published Writings and Speeches
- Franc D'Ambrosio's "Broadway"
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