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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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Tag Archives: gary brooks
Why choose a Registered Investment Advisor instead of a broker?
Visit riastandsforyou.com to discover the difference of working with an independent Registered Investment Advisor. RIA firms accept a fiduciary standard to act in your best interest. A Registered Investment Advisor (RIA) is a professional advisory firm that offers personalized financial advice … Continue reading
GET unit price takes huge leap
As a follow-up to my September 8 column in The News Tribune (see below), here is some more detail about the new unit price to participate in Washington’s Guaranteed Education Tuition (GET) program. The 2011-12 purchase price for one GET unit … Continue reading
Posted in Commentary, Financial planning
Tagged CFP, college, gary brooks, GET, inflation, savings, Tacoma, tuition
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Exit plan a crucial aspect to small business ownership
Gary’s monthly column in The News Tribune was published in today’s (9/3/10) business section. http://www.thenewstribune.com/2010/09/03/1326289/exit-plan-a-crucial-aspect-to.html#ixzz0yU1OlMta By Gary Brooks Business owners by nature are courageous folks who are comfortable taking risks. But there is one thing that seems to commonly invoke … Continue reading
Posted in Financial planning, Retirement, Small business
Tagged business owner, exit strategy, financial plan, gary brooks, News Tribune, retirement
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Stocks are undervalued, stocks are overvalued ― depending on direction you look
The significant lack of consensus outlook for U.S. stock markets comes largely from the direction at which differing parties view the market. Those looking forward, basing market valuation on estimated future company earnings believe that markets could be 25+% undervalued. … Continue reading
Posted in Investments
Tagged CFP, dividends, earnings, economy, gary brooks, Investments, investor, overvalued, rally, s&P 500, stock market, stocks, undervalued
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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
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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Bonds less incredible than you think
Here is Gary Brooks’s column from the October 5 Tacoma News Tribune.