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Gary Brooks, CFP®, has written a monthly personal finance column for the
Tacoma News Tribune since 2008. Each article is archived below.
2013
May 1 - The value of a financial adviser can add up and save you time
April 9 - It's important to have stock plan in place to brace for volatility
March 1 - Do your own background check to find right investment assistance
February 5 - Take another look at your 401(k) and maybe get a second opinion
January 3 - Best New Year's gift: Discuss family finance
2012
December 4 - More Social Security recipients seeing tax squeeze tightening
November 6 - For biggest return on Roth IRA investment, pass it on
October 2 - Consider selling investments soon to avoid capital gains tax
September 5 - The sure thing is not always what you think it will be
August 1 - Long-term care insurance changes with the times
July 13 - Taking a look at your 401(k) might lead you to call on outside experts
June 5 - Here's how you can help your grandchildren pay for college
May 1 - Counterintuitive strategy may pay off in tax planning
April 5 - Do some research when it comes to alternative investments
March 1 - Think about maximizing your Social Security benefits
February 2 - Plan for low returns and hope markets beat expectations
January 6 - Take steps to disentangle yourself from zombie investments
2011
December 9 - Know the tax rules when making charitable donations
November 4 - Consider all your options for required distributions
October 5 - Bonds less incredible than you think
September 8 - GET program challenged by economy
August 11 - Investing in stocks still makes sense in tough times
July 7 - Your financial plan should account for disability
June 1 - Beware of rate distortions in retirement calculations
May 5 - Both sides can win with loan from Mom and Dad
April 8 - Understanding funds can help you find right mix
March 3 - Here's a backdoor way to establish a Roth IRA
February 4 - Dividend-paying stocks offer best current value
January 4 - Bonds still a good bet if you can tolerate some risk
2010
December 1 - Long term care insurance cost leaps
November 4 - Easy money already taken in emerging markets stocks
September 3 - Exit plan a crucial aspect to small business ownership
August 5 - Take time to define your vision for your financial future
July 9 - Financial conditions will change, but your goals shouldn't
June 18 - Think twice before shifting to 'safe' investments
May 14 - IRAs can lose tax-deferral benefits when inherited
February 16 - Views differ on direction of markets through 2010
January 6 - IRA might help fill gaps left by employer-sponsored plans
2009
December 17 – Cash flow can be intriguing indication of investor psyche
November 6 – Roth conversion makes sense if you meet right criteria
October 2 – Tuition program gets more attractive with longer terms
September 8 – You may need a financial 'bridge' if you retire early
July 23 – Market comparisons still show volatility on Wall Street
June 18 – Baby boomers, here are four questions for your future
May 14 – Health care costs can be unpleasant surprise for retirees
April 7 – Tips to maximize your Social Security benefits
March 10 – Make good use of employer-sponsored savings plans
February 24 – Take a look at tax law when converting an IRA
January 13 – These steps help prepare for uncertain future
2008
December 5 - It might be time to rebalance portfolio
November 18 - Emotions often guide our financial decisions
Tacoma News Tribune since 2008. Each article is archived below.
2013
May 1 - The value of a financial adviser can add up and save you time
April 9 - It's important to have stock plan in place to brace for volatility
March 1 - Do your own background check to find right investment assistance
February 5 - Take another look at your 401(k) and maybe get a second opinion
January 3 - Best New Year's gift: Discuss family finance
2012
December 4 - More Social Security recipients seeing tax squeeze tightening
November 6 - For biggest return on Roth IRA investment, pass it on
October 2 - Consider selling investments soon to avoid capital gains tax
September 5 - The sure thing is not always what you think it will be
August 1 - Long-term care insurance changes with the times
July 13 - Taking a look at your 401(k) might lead you to call on outside experts
June 5 - Here's how you can help your grandchildren pay for college
May 1 - Counterintuitive strategy may pay off in tax planning
April 5 - Do some research when it comes to alternative investments
March 1 - Think about maximizing your Social Security benefits
February 2 - Plan for low returns and hope markets beat expectations
January 6 - Take steps to disentangle yourself from zombie investments
2011
December 9 - Know the tax rules when making charitable donations
November 4 - Consider all your options for required distributions
October 5 - Bonds less incredible than you think
September 8 - GET program challenged by economy
August 11 - Investing in stocks still makes sense in tough times
July 7 - Your financial plan should account for disability
June 1 - Beware of rate distortions in retirement calculations
May 5 - Both sides can win with loan from Mom and Dad
April 8 - Understanding funds can help you find right mix
March 3 - Here's a backdoor way to establish a Roth IRA
February 4 - Dividend-paying stocks offer best current value
January 4 - Bonds still a good bet if you can tolerate some risk
2010
December 1 - Long term care insurance cost leaps
November 4 - Easy money already taken in emerging markets stocks
September 3 - Exit plan a crucial aspect to small business ownership
August 5 - Take time to define your vision for your financial future
July 9 - Financial conditions will change, but your goals shouldn't
June 18 - Think twice before shifting to 'safe' investments
May 14 - IRAs can lose tax-deferral benefits when inherited
February 16 - Views differ on direction of markets through 2010
January 6 - IRA might help fill gaps left by employer-sponsored plans
2009
December 17 – Cash flow can be intriguing indication of investor psyche
November 6 – Roth conversion makes sense if you meet right criteria
October 2 – Tuition program gets more attractive with longer terms
September 8 – You may need a financial 'bridge' if you retire early
July 23 – Market comparisons still show volatility on Wall Street
June 18 – Baby boomers, here are four questions for your future
May 14 – Health care costs can be unpleasant surprise for retirees
April 7 – Tips to maximize your Social Security benefits
March 10 – Make good use of employer-sponsored savings plans
February 24 – Take a look at tax law when converting an IRA
January 13 – These steps help prepare for uncertain future
2008
December 5 - It might be time to rebalance portfolio
November 18 - Emotions often guide our financial decisions
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253.534.8888 info@BHJadvisors.com
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filing requirements imposed upon Registered Investment Advisers by the SEC and the states in which BH&J maintains clients.
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client regarding financial planning or investment advice shall be conducted by a partner that is registered, or exempt from registration, in the state where the prospective client resides.
Past performance is no guarantee of future results. There is no guarantee that the views and opinions expressed here will come to fruition.
For regulatory information pertaining to the registration status of BH&J, please see Form ADV Part 2.
BH&J does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether
linked to BH&J's web site or incorporated herein, and takes no responsibility therefore. All such information is provided for convenience purposes only.
filing requirements imposed upon Registered Investment Advisers by the SEC and the states in which BH&J maintains clients.
BH&J's electronic communications via email newsletters, blog posts and its web site are limited to the dissemination of general information regarding its investment advisory services,
educational information or viewpoints. Published content should not be construed by any consumer and/or prospective client as personalized investment advice or a solicitation for
securities transactions. Individual clients investment strategies differ based on a variety of factors. Any subsequent, direct communication by BH&J representatives with a prospective
client regarding financial planning or investment advice shall be conducted by a partner that is registered, or exempt from registration, in the state where the prospective client resides.
Past performance is no guarantee of future results. There is no guarantee that the views and opinions expressed here will come to fruition.
For regulatory information pertaining to the registration status of BH&J, please see Form ADV Part 2.
BH&J does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether
linked to BH&J's web site or incorporated herein, and takes no responsibility therefore. All such information is provided for convenience purposes only.
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