First Quarter 2017 Investment Commentary

1ST Q 2017

First Quarter 2017 Key Takeaways– Global equities greeted the new year with the same degree of gusto with which they closed 2016. Emerging-market stocks led the way with double-digit gains, followed closely by developed international and U.S. stocks. Our portfolios benefited from their overweight to emerging-market stocks, which outpaced U.S. stocks by over five percentage points [...]

Worried About a Tax Audit?

Worried-About-Tax-Audit

As our clients know, we spend a lot of time talking about income taxes. No, we’re not masochists, we just know that for most people, and especially for retired folks, income tax planning is one of the best ways to keep more of your money. Consistent and thoughtful income tax planning done year after year [...]

Is Europe Set for a Rebound?

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As our clients and readers of our newsletters know, we’ve been relatively big proponents of investing internationally — both in Europe and in “emerging markets” over the last 18 to 24 months. We have taken this stance largely as a result of our central discipline and guiding belief — that assets tend to revert to [...]

Do You Need Life Insurance in Retirement?

Life Insurance in Retirement?

In a recent Gallup survey, 64% of Americans said that they worry about having enough money for a comfortable retirement, and this fear has many re-examining their budgets to find additional ways to save for their golden years. But maybe you are part of the group that feels pretty good about their retirement planning. Even still, [...]

Curtis Hearn’s Ten-Year Anniversary with JPH (And a Surprise Announcement!)

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This month marks my tenth year of employment with JPH Advisory Group, which I think is cause for some celebration! But first, a little reflection… If I’m completely honest, when I first stepped into the financial industry about 14 years ago, I did so with a great deal of trepidation. Deep down, I felt a [...]

A 30-Day Financial Detox — How I Got Back on Track Financially by Re-Evaluating Everything

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“If I can live for a dollar a day — at least from a food cost standpoint — it’s pretty easy to earn $30 dollars in a month, so I’ll probably be ok.” –Elon Musk Long before Elon Musk became a billionaire, he was a college grad with big dreams, just trying to find a [...]

Fourth Quarter 2016 Investment Commentary

2016 Q4 Feature

Fourth Quarter 2016 Key Takeaways – Global stocks performed well both in absolute terms and relative to core bonds this year, with U.S. stocks again taking the lead. Large-cap stocks gained 11.8% . This marked the eighth straight year the large-cap S&P 500 Index had a positive return. While streaks of this length have occurred twice before, [...]

Jon Houk and Team named Five Star Wealth Manager for Fifth Straight Year

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We are proud to announce that Jon Houk, CFP and the team at JPH Advisory Group, Inc. have been named as a Five Star Wealth Manager for the fifth straight year! Because of this, the firm has been featured in Atlanta Magazine in the October issue, and also in the November 28th issue of the Wall Street [...]

Tis the Season to Make Smart Year-End Tax Moves

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As wealth managers, we spend a lot of time helping clients keep more of what they earn, whether that be from their paycheck, a small (or not-so-small) business, or their investments. In the end, the important thing is that their net worth goes up, because that’s what is going to determine how much income their [...]

Money, Thanksgiving, & Happiness — Five Quotes to Start Your Holiday Week

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Thanksgiving week has arrived, and while we all have jam-packed to-do lists full of shopping to do, traveling plans to make, and goodies to bake, let’s all take a few minutes to reflect on all the blessings we share. To get your reflective mood kick-started, here are five poignant quotes from those who said it [...]