Last month, an article “Ending America’s Slow-Growth Tailspin” by economist John H. Cochrane was featured in the Wall Street Journal. The author is a senior research fellow at the Hoover Institute – a large research think-tank out of Stanford University. This article is incredibly important because it plainly states what I have been saying for [...]
Joshua Swartz’s 5 Year Anniversary with JPH
June 17, 2016 By
This week marks Josh’s 5 year anniversary at JPH Advisory Group. Josh joined us directly out of college as an intern in the summer of 2011. I can still remember the office taking Josh out to lunch during his interview process and being astounded at just how mature and comfortable he was in his own [...]
Welcome Mahea Akana, Newest Member of the JPH Team
September 18, 2015 By
Mahealani “Mahea” Akana has recently joined the JPH Advisory Group team and brings extensive customer service and administrative support experience to her role as Client Service Associate. Mahea has 29 years of experience supporting large client bases, top executives, and multi-person sales teams at major financial institutions. Mahea uses this knowledge to understand each client’s needs [...]
Market Update from JPH Advisory
September 2, 2015 By
As I’ve said many times in the past, “the market can go down 10% at any time for any reason or for no reason at all.” Unfortunately, over several days in late-August, I was proven right. Volatility has returned with a vengeance to equity markets after almost 4 years without a correction (i.e. a market [...]
Jon Houk named Five Star Advisor
July 10, 2015 By
Jon Houk has been named as a Five Star Advisor in Atlanta Magazine again! Atlanta Magazine and Five Star Professional have partnered up to find wealth managers who satisfied 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Jon was found to be among the [...]
Who is Your Advisor Working For?
January 8, 2015 By
Why the Fidiciary Standard Matters Hanging prominently on the wall when you walk into the lobby of our office is a pledge called the Fiduciary Oath. You can read the wording of it here, but it basically says that we promise to always put our clients first, even if that might mean we have to [...]
Congratulations to Joshua Swartz for Obtaining the CFP® designation!
August 1, 2014 By
Due to the hard work of our staff and the loyalty of our wonderful clients, JPH Advisory Group has been growing! In anticipation of that growth, several years ago we hired Joshua Swartz, a young, capable graduate of Liberty University’s financial planning program. Joshua has been with the firm since then helping both Jon and Curtis [...]
Connect with us on Twitter, LinkedIn, or Facebook
August 13, 2013 By
JPH Advisory Group has gone social! You can now connect with us on your favorite social networking sites such as Facebook, LinkedIn, and Twitter! This is the quickest way to receive our blog posts and any updates from JPH Advisory Group, as well as share our insights with your friends. Follow us on Facebook by clicking [...]
It’s Midnight…What is Your Mutual Fund Up To?
August 2, 2013 By
I’m sure most parents of teenagers can relate to this scenario: it’s a quarter-past midnight, and curfew was at ten. Your teenager hasn’t called to say he’s okay, much less hurriedly sneaked in the backdoor. As a parent, you are understandably worried; a thousand worried thoughts are rolling through your mind. In a similar (although [...]
Congratulations to Joshua Swartz
April 30, 2013 By
We are excited to announce that our very own Joshua Swartz has successfully passed the rigorous CFP® certification exam! Joshua has been with JPH Advisory Group since June 2011, serving as support for Jon and Curtis with day to day financial planning and back office maintenance, but will increasingly aid in a larger role directly [...]
