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

— Matt Delaney, Managing Partner

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 […]

by Larry Swedroe, Director of Research, 6/14/2018 It’s a great tragedy that despite its obvious importance to everyone, our educational system almost totally ignores the field of finance and investments. This is true unless you go to an undergraduate business school or pursue an MBA in finance. Eighteenth-century English poet Thomas Gray wrote, “Where ignorance is […]

by Larry Swedroe, Director of Research, 6/11/2018 Environmental, social and governance (ESG) investment strategies—along with the narrower category of socially responsible investing (SRI)—have gained quite a bit of traction in portfolio management in recent years. In 2016, funds based on such strategies managed about $9 trillion in assets from an overall investment pool of $40 trillion […]

by Sue Stevens, Wealth Advisor, Buckingham Strategic Wealth The advantages of a college education are numerous: potentially higher income levels over a lifetime, learning about subjects that can help in finding a job or meeting people that may help you throughout your life. But the costs can be intimidating. The most important step is just starting […]

by Larry Swedroe, Director of Research As expert poker player Annie Duke explains in her book, “Thinking in Bets,” one of the more common mistakes amateurs make is the tendency to equate the quality of a decision with the quality of its outcome. Poker players call this trait “resulting.” In my own book, “Investment Mistakes […]

The Bucket Brigade Prior to the epic Wine Country fires in Northern California this past October, very few people, and I mean very few, even knew of anyone who lost their home to a fire, let alone lost a home themselves. Now with over 5,000 homes destroyed, just about everyone in the North Bay either […]

This survey originally appeared in the North Bay Business Journal, August 21, 2017. 1.    When it comes to managing client portfolios, what are the three to five key economic signs you watch most? Investors try to make their investment decisions based on something they read or saw in the newspaper, on TV or on the […]

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 are today. I also think back to the many changes to our world during this time, of which I will discuss […]

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 years already. It’s been a pleasure getting to know some of you in the past few months, and I look forward […]

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 62 or as late as age 70 — the focus has been on timing your claim to get the most money, […]

JDH Wealth Management, LLC
181 Concourse Boulevard, Suite A
Santa Rosa, CA 95403

Phone: (707) 542-1110
Fax: (707) 546-5642
info@jdhwealth.com

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