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

Tim Maurer, Director of Advisor Development with BAM Alliance, 7/26/2019 Been there, done that. You’ve visited the tropics, the mountains, the lake. You’ve sailed on a cruise and made the pilgrimage to Disney, perhaps each twice or more. Most were fun, restful—maybe even restorative or memorable. But something was lacking. Something was missing. As you […]

Sue Stevens with Buckingham Strategic Wealth, 6/25/2019 Most of us have caught ourselves day dreaming about what could be someday. I see this happen a lot with clients in their 50s, but it can also happen earlier. I’m a good example of Life 2.0. I started my working years as a professional cellist. I had […]

Larry Swedroe, Chief Research Officer at Buckingham Strategic Wealth , 7/19/2019 I’ve been getting lots of questions about the benefits of international diversification. The questions are variations of “Why do I want to own these poorly performing investments that also create currency risk?” Among the two most well-documented investment biases are home country (leading to […]

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 […]

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