There are a lot of things that come with having children, such as sports, camps, lessons and other activities that can stretch the family budget. Carl Richards, director of investor education for the BAM ALLIANCE, writes that there are other things to consider than just money when it comes to the family budget. Read more
By DANIEL SOLIN
Recently, a client came to me with a difficult dilemma. He was retired and living comfortably but didn’t have much room in his budget for additional expenses. His son was a high-ranking executive with a midsize company. He was married, with three children, all of whom were in private school in New York City. The son lost his job as a consequence of restructuring.
He was having difficulty finding another position at anything close to his prior income. He had been looking without success for more than six months. He was at a point where he could no longer meet his substantial monthly expenses. He asked my client to provide the funds necessary to maintain his lifestyle and the education of his children, until he was able to “land on his feet.”
My client could afford to make these payments for a limited period of time but his retirement plans would be jeopardized if the time period was prolonged and if his son did not pay him back. He asked for my advice. Read more
One of the questions I am most asked goes something like this: “I have a large amount of cash to invest. Should I invest it all at once or spread the investment out over time?” Perhaps the cash comes from the sale of a business or an inheritance. Or the cash might build up over time because of concerns about the market turning bearish. It might even be the result of panicked selling. Read more
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
For the past seven years, Matt Delaney has participated in Rotary International’s Festival of the Brotherhood in Mexico.
Read below about his most recent experience.
By Larry Swedroe
“Be careful out there” was the warning issued every day by the desk sergeant on the 1980s hit TV series “Hill Street Blues,” as he sent his people out to perform their duty. It is also a warning to investors that they need to be careful not to become subject to that dreaded disease known as performance chasing. Read more
By Larry Swedroe / CBS MoneyWatch
As fate would have it, I actually wrote the bulk of this piece prior to the government “re-opening.” So amid the most recent news, I felt it necessary to remind investors that no matter the big headline, or crisis du jour, the market will react. By the time news reaches you, it’s likely the market’s flux has come and gone. Read this carefully, and don’t let panic fueled by the news affect your wise investing behavior. Read more
A guest makes her way to the event
JDH Wealth Management welcomed guests to the 2013 Annual Fall Event on Tuesday, October 15th at the beautiful Event Center at John Ash & Co. Restaurant / Vintner’s Inn.
Clients, associates, and other special guests were greeted by Rebekah, Client Relationship Specialist, and Sher, our JDH intern, as they entered the event area. We were blessed to have perfect wine country weather and enjoyed a lovely Sonoma County evening on the outdoor terrace for our reception hour. Read more
By CARL RICHARDS
When politicians try to persuade us to support something they want, they often invoke the middle class. They talk about protecting the middle class. They talk about how important the middle class is to the economy. But the main reason they talk about the middle class is because most of us think they’re talking about us.
It seems to me that we really like the idea of what it means to be middle class. And why wouldn’t we? Read more
The 2013 Annual Golf Tournament with JDH Wealth Management and Linkenheimer took place last week at Oakmont Golf Course. This year was a great turn out with over 100 guests for the best ball tournament. Guests enjoyed lunch before shotgun and played the afternoon away with a beautiful Sonoma County blue sky as their backdrop. The evening concluded with dinner and the announcement of the day’s winners.
Check out some pictures from the event.
JDH Wealth Management, LLC
181 Concourse Boulevard, Suite A
Santa Rosa, CA 95403
Phone: (707) 542-1110
Fax: (707) 595-5776
info@jdhwealth.com
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