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

Wealth management works hand in hand with portfolio management, adding value beyond the importance of a prudent investment philosophy. The experience begins with crafting a holistic plan designed to help you in achieving your vision of financial success. That customized plan should address financial objectives, values related to money, concerns that keep you up at night and challenges that […]

With summer comes vacation season. We have two great documents for you to look at when planning those summer trips.  The first one is a survey by the US Travel Association showing how family vacations create lasting memories and bring families closer together.  The second document is a Summer Travel Guide. Check it out and we hope you […]

JDH Wealth Management is excited to announce that we are the 2013 Gold Winner for Best Wealth Management Firm in the North Bay. For the last 24 years, NorthBay Biz magazine has conducted a Reader’s Poll to find the “Best Of” the North Bay’s businesses. JDH Wealth Management was honored to receive the Gold Medal […]

As many of you know, Tim has been a pilot for many years and loves every chance he can get to fly. Tim and Matt recently flew to sunny southern California to meet with a JDH client. Air Delaney stopped off in Santa Barbara to pick up the client, and then flew out to Catalina […]

All of us could benefit by examining our inclination to invest with our hearts rather than our heads—especially when it comes to gold. 

Do your feelings always match your returns?

Did you happen to catch the incredible and eye-opening FRONTLINE documentary that recently aired on PBS – “The Retirement Gamble”? This hour-long program presented a no-holds-barred look at the broader financial industry and how, specifically, the behavior of traditional Wall Street brokerage firms and non-fiduciary “financial planners” has contributed to the erosion of retirement savings […]

Please join us as we welcome back our Client Relationship Specialist, Rebekah, who has been out of the office these past few months. Rebekah has been at home with her new baby girl Hannah enjoying motherhood for the second time around. Her whole family has enjoyed welcoming Hannah, who is already three months old, into […]

There’s a lot going on in a passive portfolio. Passive management represents perhaps the most important investment development since the introduction of mutual funds. This patient, disciplined investment philosophy eschews stock picking and market timing in favor of a long-term, buy-hold-rebalance strategy. Academic research has shown that a passively invested portfolio will outperform a prediction-based, […]

There are two ways of learning: You can be taught how to do something correctly, or you can be shown the consequences of doing it wrong. In the world of investment, it’s a lot cheaper to learn from others’ mistakes. A recent edition of a television current affairs program detailed how elderly Australians, many of […]

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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