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The Architects
This blog is written primarily by Gary Brooks, CFP, Allyn Hughes, CFP, and Nancy Jones, CFP of Brooks, Hughes & Jones, Partners in Wealth Management in Tacoma.
Contributions are also provided by other local legal, tax and financial professionals. Our goal is to offer insight and education to help Puget Sound area residents answer pesky money questions and build financial security.
Reach us for comment or question at 253.534.8888 or info@BHJadvisors.com. Thank you for reading.
www.BHJadvisors.com
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Category Archive
Tag Archives: returns
Earnings reports indicate market has some catching up to do
Dr. Bob Froehlich, senior managing director at Hartford Mutual Funds, regularly communicates his view of market expectations. Despite uninspiring economic results he remains bullish on stocks. Here is some compelling support for his thinking from his September 29 commentary. On … Continue reading
Posted in Investments
Tagged blue chips, earnings, investments, performance, returns, s&P 500, stocks, undervalued
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Stretch Your View and Grow Your Wealth
Over the past 10 years, bonds have built a meaningful lead over stocks when comparing returns. But how often have bonds outperformed stocks over various historical periods, through all sorts of crises, political changes, recessions, etc.? Consider the graphs below … Continue reading
Posted in Investments
Tagged bonds, Morningstar, performance, returns, risk, rolling periods, stocks
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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 Investments
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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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 Investments
Tagged dividends, income, investments, performance, retirement, returns, s&P 500, stocks
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Stocks or Bonds for the Long Run?
With the S&P 500 having posted a 60+% gain between March 9 and October 19, many people have begun to wonder whether stocks will continue to be a better bet than bonds when this rapid rally slows. Many sectors of … Continue reading
Posted in Investments
Tagged bonds, investments, markets, performance, returns, stocks
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How much has your portfolio recovered?
Interesting chart here from John Hancock mutual funds, using data from Ibbotson. Global markets rallied strongly from March through September already erasing steep declines in some portions of the market. Other areas may require a lot more time to get … Continue reading
Posted in Investments
Tagged bear market, bull market, diversification, gains, investments, losses, recovery, returns
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