As our clients and friends probably already know, we recently held a Medicare Open Enrollment webinar to help clients better understand how to navigate the “Medicare maze” of choices during this important time. While we had a tremendous turnout and response to the event, we understand that not everyone was able to make it on [...]
Medicare Open Enrollment — Avoid the Pitfalls, Take the Opportunities
August 29, 2016 By
If you’re like most people, the information you receive about Medicare through the mail, from insurance agents, or talking with friends, family, and co-workers, is confusing! And the abundance of conflicting information can leave you anxious, worrying that you’ll do the wrong thing like missing a key enrollment period or incurring hefty penalties. Do Any [...]
Five Things the Wealthy Can Teach about Money
August 19, 2016 By
In 1998, Dr Thomas J. Stanley of Georgia State University, published his best-selling book “The Millionaire Next Door,” in which he reveals two decades of research into the character traits of America’s wealthy. Many were quite surprised by his findings at the time, especially when compared with go-go stock market attitude and eternal optimism of [...]
Behavioral Finance Reveals How Bias May Hurt Your Investing
July 14, 2016 By
“He must have been dropped on his head a lot when he was a child.” Clearly, we don’t often use this phrase to say that someone is a great investor. But maybe we should? Researchers have learned a lot about the human brain in the last few decades. One study from Stanford University examined how a [...]
There’s Always Room for Growth
June 30, 2016 By
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 [...]
Our Take on Brexit and the Markets
June 28, 2016 By
We were as surprised as anyone with the results of the Brexit vote. In a historic decision, last Thursday the British people voted to break away from the European Union. Needless to say, this was a huge surprise to the market, the media, and the political class. (As an aside, I think that just goes [...]
Should Parents Save Towards College or Retirement?
June 23, 2016 By
Many parents find themselves in the predicament of having to choose between saving for college for their children or retirement for themselves. The family may even be on one income because they feel that quality time with at least one parent is important while the children are young, and therefore hard choices have to be [...]
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 [...]
Though the Jobs Report is Dismal, That’s Not the Real News
June 3, 2016 By
This morning a weak jobs report came out, sending stocks down and bonds up. That’s pretty normal behavior in the markets. However, emerging market stocks and bonds were actually up on the news, based on the assumption that the dollar will suffer because the Fed will be more hesitant to raise interest rates in the [...]
