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KJH Insights – COVID-19 Vaccination

KJH Insights – COVID-19 Vaccination

by Kelly Zwartouw | Dec 17, 2020 | Featured Insights, Markets & Economy

Financial Planning for Women Entrepreneurs – Is your personal wealth and income tied up in your business?

Financial Planning for Women Entrepreneurs – Is your personal wealth and income tied up in your business?

by Kelly Zwartouw | Nov 19, 2020 | Women & Wealth

Most of my clients are well-educated, high-net-worth women, and many are successful entrepreneurs who have accomplished a lot in the face of challenges. Overcoming those obstacles takes commitment and hard work – and a laser focus on ensuring their companies thrive...
Financial Literacy for Teens & Young Adults

Financial Literacy for Teens & Young Adults

by Kelly Zwartouw | Nov 9, 2020 | Wealth, Health & Kids

KJ Harrison is committed to helping the next generation of investors, and supporting their parents and grandparents in the quest to see their offspring financially secure as they enter adulthood and beyond. Here, Portfolio Managers Philip Lieberman and Mike Jaczko...
Senior Loans: The Search for Income in a Low Yield Environment

Senior Loans: The Search for Income in a Low Yield Environment

by Kelly Zwartouw | Nov 9, 2020 | Featured Insights, Markets & Economy, Retirement Planning

KJH CEO, Joel Clark, and Wellington Square Portfolio Manager, Jeff Sujitno, outline the investment case for Senior Loans in a low-yield environment. Watch below. You can also read our article on Senior...
Wealth Management: Helping Professional Athletes

Wealth Management: Helping Professional Athletes

by Kelly Zwartouw | Nov 9, 2020 | Professional Athletes

KJ Harrison’s Mike Jaczko, Partner and Portfolio Manager, and Rob Martini, Private Client Analyst, address the challenges that many young athletes face upon turning professional, and highlight the importance of picking a qualified team to help you build a personal...
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