Author: Kylie Ruschioni

BREAKING NEWS – JDJ Announces Name Change

JDJ Family Office Services, an administrative multi-family office located in Boston, MA, announced today that they have changed their name to ‘JBJ’, effective immediately. JBJ’s President, Jamie Kittler, remarked “How could we not make this change now? We have been contemplating this move since Tuesday, around 8:30 pm. We have unanimous support from our team […]

We’ve moved (down the hall)!

    Last week brought with it the stress and anticipation of an office move for the JDJ team. It’s been an exciting time for all of us here at JDJ and we’re pleased to announce that we’re now in our new office space! As some of you know, we have experienced significant growth here […]

Planning Opportunities in a Volatile Market

Recent political upheaval in Europe and elsewhere has led to fluctuating conditions in global markets. While a downturn in stock prices isn’t a welcome sight, volatile market conditions do present some unique financial planning opportunities for investors and those looking to preserve wealth for future generations. Invest for the Long Term Simply put, depressed markets can provide […]

JDJ Hosts A Day of Golf Instruction

  Fore! JDJ recently hosted an instructional golf clinic with some of the trusted advisors with whom we work, and it ended up being a special day for everyone involved. We enlisted a pair of seasoned golf coaches from CORPRAGolf (www.corpragolf.com) to work with a very small group of us on our swings, chipping and putting. The […]

What’s Your Cognitive Preference?

I recently led a training session for the JDJ team on cognitive preferences. What is a cognitive preference? In short, it’s a means of describing how a person prefers to process information. Each quadrant of your brain is responsible for a unique set of functions: logic, imaging, sequencing & feeling. And each of us tends to work most efficiently […]