The Architects
This blog is written by Gary Brooks, CFP, Allyn Hughes, CFP, and Nancy Jones, CFP, the partners of Brooks, Hughes & Jones.
Reach us for comment or question at 253.534.8888 or info@BHJadvisors.com. Thank you for reading.
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Author Archives: BH&J
Stocks Don’t Follow the Economy’s Lead
Perhaps more than at any other time, global economic conditions are influencing outlook from investment professionals willing to offer a forecast of the market direction. Economic data reveals significant headwinds that will likely limit Gross Domestic Product (GDP) growth and … Continue reading
Posted in Investment insight
Tagged blackrock, bob doll, brandywine, direction, earnings, economy, forecast, friess, GDP, gross domestic product, growth, market, outlook, returns, stock market, stocks
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A Quick Way to a 50% Loss
People often wonder whether it is a good or bad time to be in any particular investment market. Hindsight makes it seem like there are clear indicators either way. Our friends in the advisor consulting group at Russell Investments have … Continue reading
Posted in Investment insight
Tagged investment strategy, market timing, missed returns, stay invested
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Stocks are undervalued, stocks are overvalued ― depending on direction you look
The significant lack of consensus outlook for U.S. stock markets comes largely from the direction at which differing parties view the market. Those looking forward, basing market valuation on estimated future company earnings believe that markets could be 25+% undervalued. … Continue reading
Posted in Investment insight
Tagged CFP, dividends, earnings, economy, gary brooks, Investment insight, investor, overvalued, rally, s&P 500, stock market, stocks, undervalued
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The Key to Investing Success — Don’t Look
William Bernstein is unquestionably more intelligent than the average investor. He was a practicing neurologist before he turned his attention to investment management and authoring books about investing and global economic history. Jonathan Clements, a long-time Wall Street Journal personal … Continue reading
Posted in Investment insight
Tagged bernstein, emotions, Investment insight, investor psychology, investor's manifesto
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The ‘Sad Conclusion’ of Do-it-Yourself Investing
In The Investor’s Manifesto, William Bernstein particularly puts down the idea that individual investors can successfully manage individual stock portfolios. “Trading individual stocks is like playing tennis against an invisible opponent; what you don’t realize is that you are volleying … Continue reading
Alaska Trusts, LLCs offer better risk protection
Alan Macpherson is a Tacoma estate planning attorney with Gordon Thomas Honeywell. We have enjoyed working with him on estate and business planning issues for a few mutual clients. Macpherson recently shared with us a couple of opportunities to provide an … Continue reading
Brooks, Hughes & Jones now the only Registered Investment Adviser in Tacoma with 3 CFPs
Money Architects co-author and Brooks, Hughes & Jones partner Allyn Hughes has added the CERTIFIED FINANCIAL PLANNER™ and Chartered Life Underwriter designations to his list of credentials. Each of these designations reflects an exceptional amount of time invested in education, … Continue reading
Posted in BH&J in the news
Tagged Allyn Hughes, Certified Financial Planner, CFP, chartered life underwriter, ChFC, CLU, financial planning, gary brooks, income planning, insight, investment advisor, investment management, investments, IRA, Nancy Jones, retirement, RIA, risk protection, Tacoma, wealth advisors
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Think twice before shifting to ‘safe’ investments
Gary Brooks’s monthly column in The News Tribune was published today. http://www.thenewstribune.com/2010/06/18/1231727/think-twice-before-shifting-to.html It examines perceived safety of bonds and gold as choices to manage investment risk. Two notes you might find hard to believe: Since 1945, government bonds have had … Continue reading
Successful Tendencies of Brain-Damaged Investors
I read some interesting research findings today in market commentary from a mutual fund firm, O’Shaughnessy Asset Management. Behavioral finance research is a growing topic on college campuses. Much of this work can help us understand decision making when risk … Continue reading
The Fiduciary Debate: Does Your Advisor Act in Your Best Interest?
Part of the recently signed financial reform bill addresses the fiduciary standard and how it applies to financial advisors. Currently, Registered Investment Adviser (RIA) firms (like Brooks, Hughes & Jones) are obligated to act as a fiduciary. This means we … Continue reading →