Losing Your Concentration
Financial Planning

Losing Your Concentration

Posted May 18, 2017 by Juan Ros

Using philanthropy to diversify and generate income is easier than you think. Do you own too much of a good thing? One of the keys to successful long-term investing is diversification—owning enough of different kinds of investments so that your entire portfolio doesn’t move in the same direction (up or down) at the same time. […]

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Southern-California-Professional-Conversation-Jeff-Munjack
Current Issue

One-On-One With Jeff Munjack

Posted January 18, 2018 by Jerri Hemsworth

Jeff Munjack is the founder and president of JDM Financial Group. He has more than sixteen years of experience in working with family-owned businesses, successful professionals and multi-generational families. His unique expertise integrates leading edge fee-only wealth management with long-term financial planning to optimize financial advice and overall results for clients. Jeff established JDM in […]

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