JDH Wealth Management, LLC
181 Concourse Boulevard, Suite A
Santa Rosa, CA 95403
Phone: (707) 542-1110
Fax: (707) 595-5776
concierge@jdhwealth.com
© Copyright 2021 – JDH Wealth Management. All rights reserved.
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, Director of Research Larry Swedroe explains what investors can learn from 2015.
Approximate running time: 35 minutes.
About the Presenter
Larry Swedroe, Director of Research
The BAM ALLIANCE
Previously, Larry was vice chairman of Prudential Home Mortgage. Larry holds an MBA in finance and investment from NYU, and a bachelor’s degree in finance from Baruch College.
To help inform investors about the evidence-based investing approach, he was among the first authors to publish a book that explained evidence-based investing in layman’s terms — The Only Guide to a Winning Investment Strategy You’ll Ever Need. He has authored six more books:
What Wall Street Doesn’t Want You to Know (2001)
Rational Investing in Irrational Times (2002)
The Successful Investor Today (2003)
Wise Investing Made Simple (2007)
Wise Investing Made Simpler (2010)
The Quest for Alpha (2011)
He also co-authored four books: The Only Guide to a Winning Bond Strategy You’ll Ever Need (2006), The Only Guide to Alternative Investments You’ll Ever Need (2008), The Only Guide You’ll Ever Need for the Right Financial Plan (2010) and Investment Mistakes Even Smart Investors Make and How to Avoid Them (2012). Larry also writes blogs for CBSNews.com, Seeking Alpha, and Index Investor Corner on ETF.com.
By clicking on any of the links above, you acknowledge that they are solely for your convenience, and do not necessarily imply any affiliations, sponsorships, endorsements or representations whatsoever by us regarding third-party Web sites. We are not responsible for the content, availability or privacy policies of these sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through them.
The opinions expressed by featured authors are their own and may not accurately reflect those of JDH Wealth Management. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.
© 2016, JDH Wealth Management
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 answer questions about our overall investment strategy in this BAM Alliance webcast.
Nobody really knows exactly when, or by how much, interest rates will rise. But that likelihood is already priced into the market. BAM Advisors Director of Fixed Income, Brian Haywood, on what you need to know if they do, and why sticking to your strategy will pay off in the end.
By clicking on any of the links above, you acknowledge that they are solely for your convenience, and do not necessarily imply any affiliations, sponsorships, endorsements or representations whatsoever by us regarding third-party Web sites. We are not responsible for the content, availability or privacy policies of these sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through them.
The opinions expressed by featured authors are their own and may not accurately reflect those of JDH Wealth Management. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.
© 2015, JDH Wealth Management
“Imagine if instead of anxiety about the uncertain future, you get to this spot where you are clear about where you are today. You have a clear set of goals of at least where we think we are headed, and we now have a process in place for getting there. … Then we literally have the ability to let go, the anxiety goes away, and now you’ve found you can actually go do some of the things you’ve identified as your goals. What’s that worth? I don’t know what’s more valuable.” ~ Carl Richards Read more
A geologist, chemist and investment banker walk into a library…
View Larry Swedroe’s webcast “Think, Act, and Invest Like Warren Buffett.” Read more
Tim Maurer, BAM ALLIANCE Director of Personal Finance, was recently featured on Nightly Business Report. Just in time for tax season, Tim has some advice that may help you with your taxes.
Professor Eugene Fama revisits some of his landmark work and discusses the evolution of finance in this video from Dimensional Fund Advisors. Read more