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

Nobody really knows exactly when, or by how much, interest rates will rise. But that likelihood is already priced into the market. BAM Advisors Director of Fixed Income, Brian Haywood, on what you need to know if they do, and why sticking to your strategy will pay off in the end. By clicking on any […]

Larry Swedroe, Director of Research My book, “Investment Mistakes Even Smart Investors Make and How to Avoid Them,”covered 77 common errors I believe investors commit all too often. I know today there’s at least one more I should have included: discussing individual stock buys or sells at the water cooler. Evidence from the field of […]

Our August newsletter is all about flying high! Check out our latest e-newsletter here.

Tim has been a part of Angel Flight West for over a year where he volunteers to provide air travel for children and adults with serious medical conditions and other compelling needs. With a network of 1,600 pilots throughout the 13 western states, they donate their aircraft, piloting skills, and all flying costs to help families in need, […]

Investors often hear about the importance of focusing on the long term when it comes to meeting your financial goals. But when the market shows its volatile side like it has recently, and the headlines scream ‘Panic!,’ it can be hard for even the most disciplined among us not to second-guess our plan. Marketing Director […]

As news of market drops escalate and the headline engines go into overdrive, it can be hard for even the most disciplined among us to wonder if it’s really best to stay the course. Does a short-sell off warrant rethinking our long-term plan? Join The BAM ALLIANCE Director of Research Larry Swedroe and Chief Investment Officer […]

Do you know who is who in the JDH family?? At our open house we asked our guests to match four little known facts with our staff – Tim, Matt, Rebekah, and Dana. Below are the facts (and, finally, the answers!) so you can see how well you know JDH Wealth Management.

Where am I now? Where do I want to go from here? At the start of each year, many of us make it a habit to ask ourselves the two above questions. The answers help us map out a strategy, make resolutions and set goals. This annual exercise offers us the opportunity to take stock […]

JDH Wealth Management is excited and proud to share with you that we have been voted BEST Wealth Management Firm in the North Bay by the readers of NorthBay biz magazine in their 26th Annual Readers Poll!

Please join us on Tuesday, July 7th for an Open House at the new JDH Wealth Management office! Drinks and light hors d’oeurves will be served. We hope to see you there!

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

Phone: (707) 542-1110
Fax: (707) 546-5642

© Copyright 2018 – JDH Wealth Management. All rights reserved.