JDH Wealth Management
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General Information
Locality: Santa Rosa, California
Phone: +1 707-542-1110
Address: 181 Concourse Blvd Ste A 95403 Santa Rosa, CA, US
Website: www.jdhwealth.com
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On this day in History, the cornerstone is laid for a presidential residence in the newly designated capital city of Washington, D.C. In 1800, President John Adams became the first president to reside in the executive mansion, which soon became known as the White House because its white-gray Virginia freestone contrasted strikingly with the red brick of nearby buildings. -History.com
Pretty accurate these days.....
Have you frozen your credit?
Happy Friday! When an individual stock is on its way to becoming one of the top 10 biggest stocks in the U.S. (think Google, Apple, etc), they become household names and investors will buy these newer stocks without taking company valuations into account. Eventually they become too expensive and struggle to keep up with the market after their initial meteoric rise. The chart below shows that big hot performing stocks significantly outperform the market on their way to the top 10 but once they are there, they are no longer a hot stock. Because it is impossible to consistently predict which company will have the next major upswing, it is important to stay diversified and be the benefactor of how these successful companies impact the overall market. Enjoy your weekend! Hoping for less smoky times ahead.
So, tomorrow is National Name Your Car Day! I have not yet named my car after a year! Shannon's adorable car is named "Dude". Then there is Eric with "JoJo the Volvo". Does your car have a name?
Just wanted to check in as the most recent fires have had a huge impact on our community. For many, the fires bring anxiety and fear. For others, the devastation of a home being lost. We all carry our own experience from this fire or the past. We wanted to check-in and let you know we are here. If you need a place to charge your phone or boot up a laptop - we are here. Do you need funds transferred to your account to help with evacuation expenses? We are here! If you just need someone to listen to how you are feeling or what you are experiencing - we are here! Let us know how we can help!
Introducing Shannon Winter JDH is excited to welcome Shannon Winter! Shannon is our new Customer Support Specialist. Her kind heart and her strengths in customer service are an asset to JDH. ... Shannon will tailor each meeting to your personal needs and make scheduling a breeze. In her time outside of the office, Shannon enjoys time with Misha, her Meyer's parrot, and getting lost in adventures in the gaming world. She also enjoys documentaries and lectures to expand her knowledge in all aspects of life. Shannon steps into Eve’s role as she recently retired from JDH to spend more time with her grandbabies.
The third week in September is National Security Officer Appreciation Week! Oh, Molly, you have no idea how much we appreciate and adore you! Thank you for protecting our office from those pesky cats.
Food for thought! What is your outlook? It may refer to the stock market - but maybe life as well?
19 years ago, America suffered a loss we will never forget. Thank you to all the heroes on 9/11/2001...and every day.
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