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.
www.BHJadvisors.com
Category Archives: Investment insight
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
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
Coming Tax Changes Create Incentive to Act Now
Most of us prefer to think about taxes only once per year. However, with significant changes coming in 2011, tax considerations of financial planning and investment management will be prominent for the remainder of 2010. Taxes on income, capital gains … Continue reading
Posted in Financial planning tips, Investment insight
Tagged 2010, 2011, capital gains tax, concentrated position, cost basis, diversify, dividend income tax, dividends, Financial planning tips, income taxes, increased taxes, investments, IRA, ira distribution, IRS, stock, tax changes, taxes
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Managing Risk; The Most Important Part of the Plan
Each of us thinks about the risks that we take in our own way. Some people have no difficulty taking risk in their personal lives but are more risk averse in their financial decisions. Others are just the opposite. We … Continue reading
If you can’t predict, at least prepare
When we make investment and financial planning decisions for clients, most often we are not able to predict with any certainty how markets will behave, how or when personal or business situations will change, or the timing and impact of … Continue reading
Posted in Financial planning tips, Investment insight
Tagged buffett, dividends, earnings, financial planning, investments, markets, s&P 500, stock, stocks, strategies
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