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Thanksgiving Gratitude

Announcement, JDH Blog

Thanksgiving Gratitude

We want to take a moment to focus on and celebrate this Thanksgiving season with you.  We know it has been a tough year, but we also know that Thanksgiving is a time to count our blessings and express our gratitude.

With that being said, we want to extend our deepest appreciation for being entrusted as your wealth advisors throughout the pandemic, and beyond.  It is our honor to be able to advise you and yours during such challenging times.

In good times and bad, being able to help others maintain their financial well-being adds meaning to our lives.  For that, we are eternally grateful.

We wish you and your families all the best this Thanksgiving holiday.

 

Yours in gratitude,

Matt, Tim, and Eric

November 17, 2020/by Matt Delaney
http://jdhwealth.com/redesign/wp-content/uploads/2018/06/JDH-Logo-Square-Color-Transparent-RGB-1.png 0 0 Matt Delaney http://jdhwealth.com/redesign/wp-content/uploads/2018/06/JDH-Logo-Square-Color-Transparent-RGB-1.png Matt Delaney2020-11-17 22:37:202020-11-18 20:54:09Thanksgiving Gratitude

Welcome to the New JDH!

Announcement, JDH Blog, JDH Newsletter

It’s been a whirlwind few years at JDH. Three new members joined our team. We moved in a massive way from being a paper-based firm to a digital firm. We’re even introducing online client portals this fall.

How did we choose the new logo?

We launched into a series of firm meetings to discuss: what are the firm’s goals? How do we see ourselves in the context not only of the firm but in the greater community? What makes us different than other wealth management firms?

We realized that starting conversations with the intent of improving the lives of those we encounter is a central piece of each of us here at JDH Wealth. With that in mind, we decided to find a new image that really speaks to who we are and what we want to accomplish. We dropped the word “management” from the logo, for the purposes of clarity of intent.

We took our name and built it into a symbol of growth, of goals, of aspirations – all with JDH Wealth as the support structure holding those up.

We’re pleased to share with you this rebirth of the JDH Wealth logo, and look forward to supporting you now and in the future.

July 20, 2018/by Sadie Pettit
http://jdhwealth.com/redesign/wp-content/uploads/2018/06/JDH-Logo-Square-Color-Transparent-RGB-1.png 0 0 Sadie Pettit http://jdhwealth.com/redesign/wp-content/uploads/2018/06/JDH-Logo-Square-Color-Transparent-RGB-1.png Sadie Pettit2018-07-20 21:52:552018-08-14 03:35:37Welcome to the New JDH!

Carl Richards Named a Top 30 Personal Finance/Wealth Influencer

Announcement, Carl Richards, JDH Blog

Recently, personal finance community MoneyTips.com commissioned a study of such thought leaders: The Top 30 Social Influencers in Personal Finance & Wealth. As an Independent member of The BAM Alliance, JDH Wealth Management extends congratulations to Carl Richards who was named #7 on their list. Read more

July 17, 2014/by Matt Delaney
http://jdhwealth.com/redesign/wp-content/uploads/2018/06/JDH-Logo-Square-Color-Transparent-RGB-1.png 0 0 Matt Delaney http://jdhwealth.com/redesign/wp-content/uploads/2018/06/JDH-Logo-Square-Color-Transparent-RGB-1.png Matt Delaney2014-07-17 18:32:082018-08-14 03:35:38Carl Richards Named a Top 30 Personal Finance/Wealth Influencer

JDH Voted North Bay’s Best!

Announcement, JDH Blog, JDH Newsletter

NBB_BEST2014_PCLogo_ColorNBB_BEST2014_PCLogo_ColorJDH Wealth Management is excited and proud to share with you that we have been voted BEST Wealth Management firm in the North Bay by the readers of North Bay Biz magazine!

NBB_BEST2014 Read more

May 19, 2014/by admin
http://jdhwealth.com/redesign/wp-content/uploads/2018/06/JDH-Logo-Square-Color-Transparent-RGB-1.png 0 0 admin http://jdhwealth.com/redesign/wp-content/uploads/2018/06/JDH-Logo-Square-Color-Transparent-RGB-1.png admin2014-05-19 15:58:192018-08-14 03:35:39JDH Voted North Bay’s Best!

Jared Kizer Featured on Cover of Barron’s

Announcement, Jared Kizer, JDH Blog, The BAM Alliance

We are pleased to share with you that Jared Kizer, director of investment strategy for the BAM ALLIANCE, is featured on the cover of the May 12 issue of Barron’s, now available on newsstands. In the cover story “Revamping ETFs” by Beverly Goodman, Jared comments on the topics of indexing, exchange-traded funds, smart beta and investor behavior in a roundtable interview discussion.

Congratulations to Jared for being asked by Barron’s to participate in this cover story! Read more

May 13, 2014/by Matt Delaney
http://jdhwealth.com/redesign/wp-content/uploads/2018/06/JDH-Logo-Square-Color-Transparent-RGB-1.png 0 0 Matt Delaney http://jdhwealth.com/redesign/wp-content/uploads/2018/06/JDH-Logo-Square-Color-Transparent-RGB-1.png Matt Delaney2014-05-13 17:38:492018-08-14 03:35:39Jared Kizer Featured on Cover of Barron’s

Matt Named to NBBJ’s “Forty Under 40”

Announcement, JDH Blog

mattdelaneyJDH Wealth Management is excited and proud to announce that our very own Matthew Delaney, Partner and Wealth Advisor, has recently been selected as a winner of North Bay Business Journal’s “Forty Under 40” for 2014.

Matt, along with the other winners who are among the North Bay’s top young business leaders, will be recognized for this honor at the upcoming gala reception on April 30th.

Please join us in extending congratulations to Matt!

Read Matt’s 40 Under 40 profile on NBBJ’s website and click here for the full list of winners.

 

 

 
JDH Wealth Management, LLC (“JDH”) is a State of California-registered investment advisor. The “North Bay Business Journal ‘Forty Under 40’” is granted by North Bay Business Journal (“NBBJ”), an independent association unaffiliated with JDH or the affiliated companies of JDH. Clients were not paid to participate in this survey. Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Nominations opened on January 22, 2014 and closed February 17, 2014. Nominators were required to submit nominations online and answer several questions regarding their nominee, and the nominees were required to answer follow up questions regarding their nomination. NBBJ received more than 120 nominations. Fifty-three winners were selected by the NBBJ editorial staff on the basis of their leadership in companies and organizations as well as their participation within the communities across the North Bay. JDH has no confirmation that any of its clients actually participated in the survey.

March 31, 2014/by admin
http://jdhwealth.com/redesign/wp-content/uploads/2018/06/JDH-Logo-Square-Color-Transparent-RGB-1.png 0 0 admin http://jdhwealth.com/redesign/wp-content/uploads/2018/06/JDH-Logo-Square-Color-Transparent-RGB-1.png admin2014-03-31 15:27:292018-08-14 03:35:39Matt Named to NBBJ’s “Forty Under 40”

Tim Maurer Joins the BAM ALLIANCE

Announcement, JDH Blog, The BAM Alliance, Tim Maurer

As a proud member of the BAM ALLIANCE, JDH Wealth Management is excited to share the most recent BAM ALLIANCE news with our clients and friends!


Every day, we work tirelessly to deliver on our promise to be a destination of ideas, insights and intelligence that helps investors make better decisions about their futures. To that aim, we’re thrilled to announce that nationally known advisor, author and speaker Tim Maurer has joined the BAM ALLIANCE team as Director of Personal Finance. He will continue his day-to-day work advising clients at Buckingham as well as contributing to our community as a national thought leader through his writing, speaking and media appearances. Read more

February 10, 2014/by Matt Delaney
http://jdhwealth.com/redesign/wp-content/uploads/2018/06/JDH-Logo-Square-Color-Transparent-RGB-1.png 0 0 Matt Delaney http://jdhwealth.com/redesign/wp-content/uploads/2018/06/JDH-Logo-Square-Color-Transparent-RGB-1.png Matt Delaney2014-02-10 19:57:252018-08-14 03:35:40Tim Maurer Joins the BAM ALLIANCE

Happy Holidays!

Announcement, JDH Blog, JDH Newsletter

From all of us at JDH Wealth Management, we wish you joy during this holiday season and in the New Year.

Our offices will be closed for the Christmas holiday on Tuesday, December 24th and Wednesday, December 25th.

Our offices will be closed for the New Year on Wednesday, January 1st, 2014. Read more

December 23, 2013/by admin
http://jdhwealth.com/redesign/wp-content/uploads/2018/06/JDH-Logo-Square-Color-Transparent-RGB-1.png 0 0 admin http://jdhwealth.com/redesign/wp-content/uploads/2018/06/JDH-Logo-Square-Color-Transparent-RGB-1.png admin2013-12-23 23:33:262018-08-14 03:35:40Happy Holidays!

Thanksgiving Holiday Hours

Announcement, JDH Blog

CLOSED  Wednesday, November 27th
CLOSED  Thursday, November 28th
CLOSED  Friday, November 29th

We will resume regular business hours on
Monday, December 2nd.

Happy Thanksgiving from our JDH Family to yours!

thanksgiving-subway-art-printable

November 22, 2013/by Matt Delaney
http://jdhwealth.com/redesign/wp-content/uploads/2018/06/JDH-Logo-Square-Color-Transparent-RGB-1.png 0 0 Matt Delaney http://jdhwealth.com/redesign/wp-content/uploads/2018/06/JDH-Logo-Square-Color-Transparent-RGB-1.png Matt Delaney2013-11-22 19:32:552018-08-14 03:35:40Thanksgiving Holiday Hours

Eugene Fama Awarded Nobel Prize in Economic Sciences

Announcement, JDH Blog

We are proud to share the news that Eugene Fama, the “father of modern finance,” was awarded the Nobel Prize in Economic Sciences. Professor Fama, the Robert R. McCormick Distinguished Service Professor of Finance at the Chicago Booth School of Business, was honored along with fellow professors Lars Peter Hansen and Robert Shiller for their “empirical analysis of asset prices.”

Professor Fama’s work remains a foundation of the BAM ALLIANCE community which JDH Wealth Management is a part of, and his groundbreaking work on asset pricing and markets inspired the founding of Dimensional Fund Advisors, one of our strategic partners. Read more

October 18, 2013/by Matt Delaney
http://jdhwealth.com/redesign/wp-content/uploads/2018/06/JDH-Logo-Square-Color-Transparent-RGB-1.png 0 0 Matt Delaney http://jdhwealth.com/redesign/wp-content/uploads/2018/06/JDH-Logo-Square-Color-Transparent-RGB-1.png Matt Delaney2013-10-18 22:18:082018-08-14 03:35:40Eugene Fama Awarded Nobel Prize in Economic Sciences
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JDH Wealth Management, LLC
181 Concourse Boulevard, Suite A
Santa Rosa, CA 95403

Phone: (707) 542-1110
Fax: (707) 595-5776
concierge@jdhwealth.com

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