Monthly Archives: December 2009
Our view of the investment world as we close the book on a volatile decade
(This is a lightly modified version of a letter sent to clients of Brooks, Hughes & Jones December 18.) As we move into 2010 on the shoulders of a giant stock market rally, a phrase from the final episode of … Continue reading
How to Choose a Financial Advisor
Having choices creates competition and drives innovation making your life better in many ways. But when finances are the topic, growing choice leaves some people uncertain that they’ve made the right decision. As we created Brooks, Hughes & Jones we … Continue reading
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
Options for upside down home loans
The recent news that nearly one in four American home owners is currently “underwater” with their mortgage is alarming. This isn’t an issue isolated to the poor and/or unemployed. Regardless of employment status or net worth, many people who purchased … Continue reading
An Overlooked Tool to Protect Your Income
When you start a new job, or your employer holds its annual open enrollment period for employee benefits, you have an important financial planning opportunity. Many people focus on a company retirement plan as the primary benefit. But don’t overlook … Continue reading
Russell Investments, 18 months from “best” to a mess
As we close 2009, you likely have already seen some decade reviews, best-of lists, worst-of lists, and the like. Here is our perspective on the startling transformation of Russell Investments from the best-of category to something not so worthy of recognition over … Continue reading →