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Tag Archives: Tacoma
Challenges facing bond investors, reasons to hold them
The following chart from Natixis Investments demonstrates how interest rates impact bond markets, particularly long-term government bonds. Over the past 30 years, generally declining interest rates have fueled bond returns that have easily outpaced inflation (6% real return). But go … Continue reading
Posted in Financial planning, Investments
Tagged bonds, Brooks, corporate, financial security, foreign, Hughes, inflation, interest rates, investments, Jones, Tacoma, Treasury, wealth management
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GET may soon be gone
Washington’s Guaranteed Education Tuition (GET) program has generated a bit of concern recently due to speculation that budget uncertainty might force the program to be ended. While this is not a certainty, it does appear to be a growing likelihood. … Continue reading
Posted in Financial planning, Investments
Tagged 529, Brooks, college, education, GET, Hughes, inflation, Jones, Tacoma, tuition, university, Washington
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The Bond Market Conundrum of 2011 — Part II
Portfolio Management Preferences to Reduce Risk LOOK BEYOND TREASURIES U.S. investors have easy and relatively inexpensive access to a broader selection of bonds than they had in 1994. Non-U.S. bonds provide U.S. investors access to different economic cycles, interest rates … Continue reading
Posted in Financial planning, Investments, Retirement
Tagged 1994, bonds, Brooks, CFP, climb, corporate, economy, Fed, Hughes, index, interest rates, international, investments, Jones, performance, portfolio, retirement, returns, Tacoma, Treasury
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The Bond Market Conundrum of 2011 — Part I
What Happens When Interest Rates Rise Given historically low U.S. interest rates, government stimulus efforts that seem likely to spark inflation and a massive flow of cash chasing returns, many investors think that it is not an ideal time to … Continue reading
Posted in Financial planning, Investments
Tagged 1994, bonds, Brooks, CFP, climb, corporate, economy, Fed, Hughes, index, interest rates, international, investments, Jones, performance, portfolio, retirement, returns, Tacoma, Treasury
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Alaska Trusts, LLCs offer better risk protection
Alan Macpherson is a Tacoma estate planning attorney with Gordon Thomas Honeywell. We have enjoyed working with him on estate and business planning issues for a few mutual clients. Macpherson recently shared with us a couple of opportunities to provide an … Continue reading
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
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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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
