JPH Wealth Management

07/08/2022

As the calendar has turned to July, investors would certainly like to forget the first six months of 2022. However, the Fourth of July Independence Day holiday does bring with it reason for celebration. Not only is it the 246th birthday of the United States of America, but July has historically been...

02/03/2022

In December 2021, the Federal Reserve made a significant shift in monetary policy.

03/26/2021

Due to the unusual conditions related to the coronavirus pandemic, the due date for individuals to file 2020 federal income tax returns and make tax payments has been postponed by the IRS from Thursday, April 15, 2021, to Monday, May 17, 2021. No interest, penalties, or additions to tax will be incu...

01/28/2021

Small caps have had an incredible run since the Russell 2000 Index bottomed on March 18, 2020, returning 119% compared to the S&P 500 Index’s 60% return over the period. Will small cap outperformance continue in 2021? The early stages of this business cycle may help determine the direction for sma...

01/05/2021

12/02/2020

Many IRA and retirement plan limits are indexed for inflation each year. While some of the limits remain unchanged for 2021, other key numbers have increased.

11/11/2020

Former Vice President Joe Biden has been elected the 46th President of the United States, defeating President Donald Trump in a tight race and bringing an end to the highly contested 2020 election. The new president-elect benefited from high voter turnout and solid support among independent and subu...

07/17/2020

Learn about key factors that may affect the shape of economic recovery.

06/22/2020

If you're thinking about investing in stocks, you'll want to consider the following.

06/15/2020

Broadridge Advisor Solutions

06/10/2020

Active and passive portfolio management both have advantages and disadvantages.

06/04/2020

Learn about some of the risks involved in the costly, complex, and time-consuming drug development process.