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

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.  

We talk about riding the ups and downs of the market… but how about the real ups and downs of the world’s tallest roller coasters?! For some fun, check out these top thrill rides from around the world. And hang onto your seats!!  

JDH Wealth Management welcomes you to join this special webinar presentation hosted by The BAM Alliance. Join us on Jan. 25 at 1:00 P.M Pacific for a live conversation and a Q&A with Chief Investment Officer Jared Kizer and Director of Investment Strategy Kevin Grogan as they share insights and answer your questions about our overall […]

By Carl Richards Some of us really like the status quo. Even when we have a better alternative, many of us are content to keep on doing what we’re doing. I think about this every time my wife and I swap cars. Depending on who is running what errands that day, we’ll switch between our […]

Tim was recently featured on The BAM Alliance website with an article he wrote about how we view the markets. The article – What Does Your Glass Look Like? – reminds readers that we shouldn’t listen only to the bad news the media sells investors. There is plenty of good news, too. And if you want to keep […]

Frank W. Abagnale is one of the world’s most respected authorities on forgery, embezzlement and secure documents. For over 40 years he has worked with, advised and consulted with hundreds of financial institutions, corporations and government agencies around the world. Mr. Abagnale’s rare blend of knowledge and expertise began more than 45 years ago when […]

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, […]

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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