by Timothy J. Delaney, Founding Partner JDH Wealth Management is now in its 18th year of business. When I look back over those years, I am amazed at where we started and where we […]
JDH Blog
Gracious, it’s hard to believe I’ve been with JDH almost six months! On the one hand, the time has flown by and on the other hand, it feels as if I’ve been here for […]
Getting to Know JDH Staff: Sadie, The Little Drummer Girl
by Tim Maurer, Director of Personal Finance I think we’ve been looking at Social Security retirement benefits all wrong. In the long-running debate about when to take Social Security — as early as age […]
Save Social Security for Later, When You Need It Most
In some alternate universe, there may be markets where nobody ever experiences any loss and every investment just keeps growing. In our world, we know better. While markets are expected to climb over time, […]
Tax-Loss Harvesting in Inclement Markets
Every year, the markets provide us with some important lessons about prudent investment strategy. Last year taught us 11 lessons, some of which the markets have covered many times before. In this BAM ALLIANCE client webcast, […]
Larry Swedroe’s Investing Lessons From 2015
By Dan Solin, Director of Investor Advocacy, The BAM Alliance I don’t know Warren Buffett. I didn’t interview him for this article. But I’m pretty sure I know what he isn’t doing to cope with […]
What Warren Buffett Isn’t Doing
Years ago, my colleagues and I conducted a fairly large-scale research project. We interviewed a bunch of high-income professionals who provided professional services. This group included doctors, dentists and lawyers, and like most of […]
Your Most Valuable Asset Is Yourself
From recent equity performance to risks facing investors in the current market environment, Chief Investment Officer Jared Kizer and Director of Investment Strategy Kevin Grogan share market insights on a range of topics and […]