Tim Maurer, Director of Advisor Development with BAM Alliance, 7/26/2019 Been there, done that. You’ve visited the tropics, the mountains, the lake. You’ve sailed on a cruise and made the pilgrimage to Disney, perhaps each twice or more. Most were fun, restful—maybe even restorative or memorable. But something was lacking. Something was missing. As you […]
Larry Swedroe, Chief Research Officer at Buckingham Strategic Wealth , 7/19/2019 I’ve been getting lots of questions about the benefits of international diversification. The questions are variations of “Why do I want to own these poorly performing investments that also create currency risk?” Among the two most well-documented investment biases are home country (leading to […]
JDH is proud to announce that we have been voted “Best Of 2019” in the North Bay*! Thank you for your vote of confidence and we will continue to excel for you into the future! Here is a quote from the article in North Bay Biz’s Annual Readers’ Poll Award Guide:
Kurt Wunderlich, Associate Wealth Advisor, 5/22/2019 Young professionals beginning to accumulate wealth have grown up alongside some stunning advances in personal technology. Many such emerging investors were among the first generation for which computers in the classroom became a fixture, and they remember dialup internet. They came of age as cellphones evolved to boast more […]
The HIPAA Privacy Rule can get in your way By Susan Feinstein Last updated: August 09, 2018 Early one October morning, Sheri E. Warsh, a mother of three from Highland Park, Ill., stepped out of the shower to a ringing phone. On the other end, her 18-year-old son’s college roommate delivered terrifying news. Her son—270 miles away […]
by Larry Swedroe, Director of Research, 6/14/2018 It’s a great tragedy that despite its obvious importance to everyone, our educational system almost totally ignores the field of finance and investments. This is true unless you go to an undergraduate business school or pursue an MBA in finance. Eighteenth-century English poet Thomas Gray wrote, “Where ignorance is […]
by Larry Swedroe, Director of Research, 6/11/2018 Environmental, social and governance (ESG) investment strategies—along with the narrower category of socially responsible investing (SRI)—have gained quite a bit of traction in portfolio management in recent years. In 2016, funds based on such strategies managed about $9 trillion in assets from an overall investment pool of $40 trillion […]
by Sue Stevens, Wealth Advisor, Buckingham Strategic Wealth The advantages of a college education are numerous: potentially higher income levels over a lifetime, learning about subjects that can help in finding a job or meeting people that may help you throughout your life. But the costs can be intimidating. The most important step is just starting […]
by Larry Swedroe, Director of Research As expert poker player Annie Duke explains in her book, “Thinking in Bets,” one of the more common mistakes amateurs make is the tendency to equate the quality of a decision with the quality of its outcome. Poker players call this trait “resulting.” In my own book, “Investment Mistakes […]
This survey originally appeared in the North Bay Business Journal, August 21, 2017. 1. When it comes to managing client portfolios, what are the three to five key economic signs you watch most? Investors try to make their investment decisions based on something they read or saw in the newspaper, on TV or on the […]
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