Gratus + JPH - Better Together

01/25/2019

FOURTH QUARTER 2018 INVESTMENT COMMENTARY
What stands out about 2018 is the breadth of negative returns across almost every asset class and financial market. 2018 was the worst year since the Great Recession of 2008 for the markets... https://bit.ly/2UihV5D

01/01/2019

Happy New Year! After the 'ugliness' that was Q4 2018 in the markets, we thought we would offer some historical context...

Note: Ben Carlson, CFA, has a very informative blog over at awealthofcommonsense.com. Much of the following is adapted from one of his recent articles. In case you’ve been hiding under a rock, the stock market hit seriously stormy weather this quarter for the first time in a while. As of Friday’...

12/15/2018

https://jphadvisory.com/jph-moves-office-location/

Dear clients and friends of JPH Advisory Group, I hope this finds you well and that you’re enjoying the holiday season with friends and family. The JPH team and I want to take a moment to update you on the merger between JPH and Gratus Capital. As I reflect on the last four months and …

11/01/2018

October lived up to its reputation...

October is Known As a Volatile Month for Stocks, and This One Was No Different by Jon P. Houk, CFP | Oct 31, 2018 | In The News, Investments | October is traditionally known for volatility, if not downright disaster, when it comes to the stock market. As the Harvard Business School blog describes it...

10/17/2018

Our latest views on the and

Third Quarter 2018 Investment Commentary by Jon P. Houk, CFP | Oct 12, 2018 | Quarterly Investment Newsletters | Key Takeaways Larger-cap US stocks hit new highs in late September and gained 7.7% for the quarter, while smaller-cap US stocks gained 3.6%. S&P 500 operating earnings per share grew 27%....

09/19/2018

Why did the greatest investors of our generation experience such success? A new study credits discipline as well as intelligence and skill...

Study: Discipline is Key to Long-Term Investor Success by Jon P. Houk, CFP | Sep 12, 2018 | Investments | “The average long-term experience in investing is never surprising, but the short-term experience is always surprising.” – Charley Ellis Warren Buffett, George Soros, and Peter Lynch are a...

08/28/2018

Latest thoughts on trade wars and global markets https://jphadvisory.com/trade-wars-emerging-markets/

04/16/2018

Our latest views on the markets and economy...

First Quarter 2018 Investment Commentary by Jon P. Houk, CFP | Apr 14, 2018 | In The News, Investments, Quarterly Investment Newsletters | First Quarter 2018 Key Takeaways Volatility returned to the financial markets in the first quarter, for the first time in a while. Stocks surged out of the gates...

03/06/2018

https://jphadvisory.com/medicare-insurance-premiums-2018/

Medicare Insurance Premiums Going Up for High Income Households in 2018 and 2019 by Curtis Hearn, CFP | Mar 6, 2018 | Insurance / Risk Management, Tax Planning | Tax planning is an ever-important, but often neglected, part of financial health. Over the years, taking advantage of seemingly small tax....

02/22/2018

Is Bitcoin Safe to Invest In? by Jon P. Houk, CFP | Jan 29, 2018 | In The News, Investments | The currency isn’t going to work. You can’t have a business where people can invent a currency out of thin air and think that people who are buying it are really smart. –Jamie Dimon, CEO of JP Morgan,...

02/22/2018

https://jphadvisory.com/bitcoin-safe/

Is Bitcoin Safe to Invest In? by Jon P. Houk, CFP | Jan 29, 2018 | In The News, Investments | The currency isn’t going to work. You can’t have a business where people can invent a currency out of thin air and think that people who are buying it are really smart. –Jamie Dimon, CEO of JP Morgan,...