Recent Posts / RSS Feed- The tax landscape will shift, making these three strategies wise moves for 2012
- Life Settlements Offer Alternative to Insurance Cash Value
- Farmland, agriculture commodities may outrun stocks or bonds
- Student loan overview — which is right for you?
- Long-term care costs … still expensive, but growing slower in some cases
- Expand investment opportunity with alternatives
- Natural gas: Good energy opportunity, maybe not a good investment opportunity
Category Archives: Commentary
You Get What You Pay For … Financial Planning Edition
Wall Street Journal columnist Jason Zweig, one of our favorites in the personal finance space, wrote an article August 7 about a new service for delivering low-cost, yet “comprehensive” financial planning to the masses. Certainly, there are millions of people … Continue reading
Posted in Commentary, Financial planning
Tagged advisor, Allyn Hughes, Brooks, CFP®, ChFC, CLU, financial advisors, financial plan, financial planning, Hughes, Jones, Nancy Jones, relationship, service, veritat, wealth management
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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
Sovereign Debt Crises Are Nothing New
Government debt problems in Greece and some of its European neighbors have generated a lot of news over the past several weeks. Viewed with the long lens of history, this problem could generate a sarcastic, “So what’s new?” Greece has … Continue reading
Posted in Commentary, Financial planning, Investments
Tagged debt, diversified portfolio, global economy, gold, greece, investments, markets, reinhart, rogoff, this time is different
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The silent tax on your savings
Personal savings has risen significantly over the past couple years but the reward for saving is missing. With the Federal Reserve keeping interest rates as low as possible, banks have had little incentive to pay interest on savings accounts, money market … Continue reading
Perils of the 401k
Long before the bear market from October 2007 to March 2009, employer retirement plans such as the 401k and 403b, left a lot of investors unfulfilled and disillusioned. The Pension Protection Act of 2006 was meant to improve these plans … Continue reading
Posted in Commentary, Investments, Retirement
Tagged 401k, 403b, advice, employer retirement plan, financial security, goal, retirement income, retirement plan
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Russell Investments, 18 months from “best” to a mess
As we close 2009, you likely have already seen some decade reviews, best-of lists, worst-of lists, and the like. Here is our perspective on the startling transformation of Russell Investments from the best-of category to something not so worthy of recognition over … Continue reading
Posted in Commentary
Tagged business examiner, financial security, Russell investments, Tacoma
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Meet your new partner — Uncle Sam
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
Optimism exists in the business community
With talk of a possible double-dip recession, continued high unemployment and a lot of political venom, negativity has drawn a lot of headline attention lately. But it’s not all doom and gloom in corporate America. Consider these comments from the … Continue reading →