JDH Wealth Management
  • Our Services
  • Who We Are
  • JDH Perspective
  • Contact Us
  • Client Login
  • Search
  • Menu Menu
  • Mail
  • Twitter
  • Facebook

JDH Wealth New Year’s Resolutions

Matt Delaney – Managing Partner and Wealth Advisor

Accomplish my 2019 New Years resolutions

Less extended family Zoom calls

Say the word “COVID” less than six times a day

Eric Keating – Associate Wealth Advisor

To clean out the garage of the new house

Get back into an exercise routine

Tim Delaney – Wealth Advisor

Get my right shoulder rotator cuff healthy again

Continue to maintain my current weight

Read more books

Kimberly Carfi – Office Administrator

Being more physically active

Learning to play golf…which will help me with resolution 1!

Flossing daily

Shannon Winter – Customer Service Specialist

Get back into creative writing and journaling

Recent Posts

  • Tales from the Crypto: How to Think About Bitcoin
  • Life Isn’t a Straight Line: Cash Flow Planning for Retirement
  • CNN: History shows why it doesn’t pay to bet against US stocks
  • The Crazy Stuff We Do With Money – Explained
  • CalSavers – What are my Options?

Tags

2021 active management Charitable Contributions Crypto Cryptocurrencies DFA Dimensional education Eugene Fama Forecasting Gambling investing barriers iPhone Larry Swedroe Long-term Market timing Question of the Week retirement risk S&P socially responsible investing Sports strategy The BAM Alliance

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

Phone: (707) 542-1110
Fax: (707) 595-5776
concierge@jdhwealth.com

© Copyright 2021 – JDH Wealth Management. All rights reserved.

Privacy Policy  |  Form ADV

What You Need to Know About Stimulus 2.0 Market Review 2020: Looking Back on an Unprecedented Year
Scroll to top