Monthly Archives: November 2009

Meet your new partner — Uncle Sam

Posted on November 23, 2009 by BH&J

In the past, many entrepreneurs have worried that the government could regulate their ideas or actions so much that it wouldn’t make sense for them to take the financial and emotional risks to create or build a business.  They were … Continue reading →

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Emerging markets; Overheated or room to run?

Posted on November 12, 2009 by BH&J

With some emerging markets funds posting better than 100% gains year-to-date, it’s easy to think that this typically volatile market segment has gone too far too fast and is due for a significant correction. While a pullback wouldn’t be surprising, Milton … Continue reading →

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Net Operating Loss Can Be Valuable

Posted on November 10, 2009 by BH&J

Gary wrote a guest column for the South Sound Business Examiner focusing on the Roth IRA conversion opportunity specifically for business owners. Small business owners with negative taxable income due to a net operating loss in their business can convert … Continue reading →

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Roth Conversion; Unprecedented Opportunity

Posted on November 6, 2009 by BH&J

Gary’s latest monthly column in The News Tribune was published Nov. 6. Roth conversion makes sense if you meet right criteria Click on the thumbnail image to read the article This is an exceptional opportunity to potentially save thousands of … Continue reading →

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Long-Term Care – Important Part of Your Plan

Posted on November 3, 2009 by BH&J

November is National Long-Term Care Awareness Month. Even the U.S. Congress has urged “the people of the United States to recognize an opportunity to learn more about the potential risks and costs … and the options available.” As professionals committed … Continue reading →

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What Type of Investor Are You?

Posted on November 2, 2009 by BH&J

To determine a suitable investment strategy, financial advisors have historically used a fairly standard risk tolerance questionnaire to evaluate a client’s preferences. These questionnaires often fail to adequately capture someone’s tolerance for market fluctuation. They can also be circumstantial, leading … Continue reading →

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