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
Tag Archives: gary brooks
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, Investments, Retirement
Tagged distribution, gary brooks, inherit, inherited, investments, IRA, News Tribune, retirement account, Roth, spouse, taxes
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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 Investments
Tagged bonds, cash flow, gary brooks, investments, investor psyche, mutual funds, News Tribune, outlook, performance, stocks
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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
Posted in Financial planning, Investments, Retirement, Taxes
Tagged financial planning, gary brooks, investments, IRA, News Tribune, Roth conversion, taxes
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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 Financial planning
Tagged college, gary brooks, GET, inflation, Investments, News Tribune, prepaid tuition, savings, Washington
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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
Posted in Investments
Tagged Allyn Hughes, CFP, financial planning, gary brooks, investments, Nancy Jones, Registered Investment Adviser, Tacoma, Washington
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