Articles and White Papers

Why I began a private foundation

Over a decade ago I was on a trip to the Greenbrier Resort with colleagues from my previous firm.  The head of the Savannah office was at my dinner table and was looking forward to working on a family foundation he had recently taken over as manager.  He did not say who he was giving

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Amplify your charitable giving this holiday season

It’s hard to believe that the end of the year is right around the corner. As most of us are swept up finalizing our gift lists and making arrangements to visit family, many are also looking for charitable giving opportunities this Christmas season. At jhh wealth, we help our clients structure their charitable giving tax

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Easy money autopilot: Managing your free cash better

After a decade of nearly 0% rates, many are rusty in the art of squeezing extra return on cash, if they consider it at all.  This is unglamorous until the extra money hits the account, as if you won a local radio station contest.  For some clients it is a $100 bill, for others, a

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How bad will the bear market get? Some reason for optimism

Solutions are in process for a number of the problems the market wants to see solved. Markets have sold off precipitously since the start of 2022. Year-to-date, the S&P 500 is down 17%, and the tech-driven Nasdaq is down 26% — both at or beyond a supposed “bear market” (data from S&P Global). In this

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Balancing Behavior: Q4 Letter to Clients

At jhh, investment portfolios tailored to each client’s individual needs is only the first step. Part of our ongoing relationship includes recognizing detrimental biases and coaching our clients against making emotional and harmful decisions based on those biases. Read more HERE.

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