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

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, […]

In some alternate universe, there may be markets where nobody ever experiences any loss and every investment just keeps growing. In our world, we know better. While markets are expected to climb over time, periodic downturns happen. When they do, they can leave you feeling left out in the cold. That’s why it pays to […]

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, […]

By Dan Solin, Director of Investor Advocacy, The BAM Alliance I don’t know Warren Buffett. I didn’t interview him for this article. But I’m pretty sure I know what he isn’t doing to cope with the worst first four trading days in history for the S&P 500 index to begin a calendar year. Buffett isn’t listening […]

Years ago, my colleagues and I conducted a fairly large-scale research project. We interviewed a bunch of high-income professionals who provided professional services. This group included doctors, dentists and lawyers, and like most of us, they earned money only when they were working. In essence, they traded their time for dollars. Our finding was this: […]

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.  

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

Phone: (707) 542-1110
Fax: (707) 595-5776

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