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
Tag Archives: gary brooks
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
Leave a comment
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
Leave a comment
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
Do you know what to do if you inherit an IRA?
After a couple month break while The News Tribune welcomed a new Business Editor, my monthly column returned today. It details best practices for inherited IRAs. There are some common flaws that keep people from getting the most out of … Continue reading
Posted in Financial planning tips
Tagged distribution, gary brooks, inherit, inherited, investments, IRA, News Tribune, retirement account, Roth, spouse, taxes
Leave a comment
Should you follow the money into bonds?
Gary’s monthly column in The News Tribune was published today. It reviews cash flow into and out of mutual funds and what that tells us about investor psyche. Despite a rapid global stock market rally, dollars are still flooding out … Continue reading
Posted in Investment insight
Tagged bonds, cash flow, gary brooks, investments, investor psyche, mutual funds, News Tribune, outlook, performance, stocks
Leave a comment
Roth Conversion; Unprecedented Opportunity
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
News Tribune column – GET program
Gary’s latest monthly column in the Tacoma News Tribune: Tuition program gets more attractive with longer terms Washington state’s Guaranteed Education Tuition (GET) program can be a good college funding vehicle in many cases but there are less-known aspects of the … Continue reading
Posted in BH&J in the news
Tagged college, gary brooks, GET, inflation, Investment insight, News Tribune, prepaid tuition, savings, Washington
Leave a comment
About
Brooks, Hughes & Jones is a Washington state Registered Investment Adviser firm. We deliver investment management, financial planning and risk protection primarily to individuals and families in the greater Puget Sound area. We review a lot of investment commentary, financial … Continue reading
