Investments are like a bar of soap: the more you handle them, the less you have.

JDH is proud to announce that we have been voted “Best Of 2019” in the North Bay*! Thank you for your vote of confidence and we will continue to excel for you into the future! Here is a quote from the article in North Bay Biz’s Annual Readers’ Poll Award Guide:

Kurt Wunderlich, Associate Wealth Advisor, 5/22/2019 Young professionals beginning to accumulate wealth have grown up alongside some stunning advances in personal technology. Many such emerging investors were among the first generation for which computers in the classroom became a fixture, and they remember dialup internet. They came of age as cellphones evolved to boast more […]

The HIPAA Privacy Rule can get in your way By Susan Feinstein Last updated: August 09, 2018 Early one October morning, Sheri E. Warsh, a mother of three from Highland Park, Ill., stepped out of the shower to a ringing phone. On the other end, her 18-year-old son’s college roommate delivered terrifying news. Her son—270 miles away […]

JDH is proud to announce that we have been voted “Best Of 2019” in the North Bay*! Thank you for your vote of confidence and we will continue to excel for you into the future! Here is a quote from the article in North Bay Biz’s Annual Readers’ Poll Award Guide: “Recognized once again by […]

Larry Swedroe, Chief Research Officer, 5/2/2019 There’s a cliché that money can’t buy happiness. Is that true? Thanks to research from Nobel Prize-winning economist Daniel Kahneman and Angus Deaton, authors of the 2010 study “High Income Improves Evaluation of Life But Not Emotional Well-Being,” we can answer the question: It does—to a point. Kahneman and […]

Larry Swedroe, Chief Research Officer, 5/13/2019 A vast body of research provides powerful evidence of the failure of active management to generate persistent alpha (risk-adjusted outperformance). For example, since 2002, S&P Dow Jones Indices has published its S&P Indices Versus Active (SPIVA) Scorecard, which compares the performance of actively managed equity mutual funds to their appropriate index […]

Since 2002, S&P Dow Jones Indices has published its S&P Indices Versus Active (SPIVA) Scorecard, which compares the performance of actively managed equity mutual funds to their appropriate index benchmarks. Most Recent Data The 2018 report includes 15 years of data. Following are some of its highlights: In 2018, 69% of all domestic funds underperformed the S&P […]

by Tim Maurer, Director of Advisor Development at the BAM Alliance, 11/27/2018 The giving season is underway, with the holidays and year-end bearing down on us. So how can we transform one of the more stressful, and sometimes guilt-ridden, elements of the season into something more life-giving? Whether you’re giving to a family member, a […]

We wanted to share with you that Tim Delaney’s comments have been shared as part of an article in the North Bay Biz Magazine on retirement planning! Now, they stuck his picture way down on the last page, but if you take the time to read the article (and of course we think you should), […]

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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