JDH Wealth Management, LLC
181 Concourse Boulevard, Suite A
Santa Rosa, CA 95403
Phone: (707) 542-1110
Fax: (707) 595-5776
info@jdhwealth.com
© Copyright 2020 – JDH Wealth Management. All rights reserved.
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Reframing the Social Security Claiming Decision for Married Couples
Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, with Buckingham Strategic Partners 8/4/2020 For many, correctly answering the question, “When should I begin to take my Social Security benefits?” is a critical step toward making sure their retirement income and savings last at least as long as they do. For others, who perhaps are lucky enough to […]
Code Name: Monte Carlo
Sheldon McFarland, VP, Portfolio Strategy and Research with Buckingham Strategic Partners, 8/4/2020 What do you get when you assemble a dozen or so of nuclear science’s greatest minds, give them access to the world’s first electronic general-purpose digital computer, and spend $2 billion during the height of World War II? An atomic bomb of course, […]
U.S. Stocks Climb to Start the Month
Rising U.S.-China tensions and potential delays to a new economic relief package weigh on sentiment By Anna Isaac with The Wall Street Journal Updated Aug. 3, 2020, 10:19 am ET U.S. stocks rose on Monday, as investors weighed halting steps toward a new coronavirus relief package and the country registered its lowest number of new infections in […]
Minimize Regret Over Maximizing Returns
Doug Buchan with Buckingham Strategic Partners, 6/29/2020 “Maximizing returns” is a phrase that you’ll hear bandied about ad nauseam on both Wall Street and Main Street. As in, “My goal is to maximize my returns.” Is it though? Is that really the goal? Bronnie Ware would beg to differ. More on her in a moment. Personally, I […]
Cultivating an Abundance Mindset, Even in Difficult Times
Becca Craig, ABA, CFP® with Buckingham Strategic Partners, 6/29/2020 Cultivating an “abundance mindset” might be far down your list of what needs attention today. In times such as these, you might even believe that the thing most in abundance right now is a mounting variety of very real financial stressors. That’s a fair point to […]
Have a Conversation, for You and Your Family
Connie Brezik with Buckingham Strategic Partners, 6/29/2020 During this pandemic, you may have family or friends whose health has been directly affected by COVID-19. And the longer you live, the more people you know will face significant health concerns. Making sure you and your family are prepared for these situations – now and in the […]