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: investments
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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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
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
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How to Avoid the 5 Big Investing & Asset Protection Pitfalls of Small Business Owners
Many small business owners demonstrate five important traits that often make them successful entrepreneurs but lower their chances of achieving their retirement goals: Risk #1 – Reinvestment Because their financial future is often directly related to the value of their … 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 Financial planning tips
Tagged debt, diversified portfolio, global economy, gold, greece, investments, markets, reinhart, rogoff, this time is different
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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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The damaging pace of tuition inflation
The cost of a college education continues to grow very rapidly. This, of course, is not a surprise. News of tuition inflation has been prominent. Here in Washington state, the legislature is allowing state universities to raise tuition by 14% … Continue reading
Posted in Financial planning tips
Tagged 529, college savings, GET, inflation, investments, tuition
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Important considerations about dividend-paying stocks
News about dividends in the past year has mostly been negative. The number of U.S. companies decreasing dividends in 2009 was the highest since 1955. According to Standard & Poor’s, 804 companies reduced their dividend payouts by over $58 billion. … Continue reading
Posted in Investment insight
Tagged dividends, income, investments, performance, retirement, returns, s&P 500, stocks
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