Tag Archives: Hughes
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
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
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
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
The Fiduciary Debate: Does Your Advisor Act in Your Best Interest?
Part of the recently signed financial reform bill addresses the fiduciary standard and how it applies to financial advisors. Currently, Registered Investment Adviser (RIA) firms (like Brooks, Hughes & Jones) are obligated to act as a fiduciary. This means we … Continue reading
You Get What You Pay For … Financial Planning Edition
Wall Street Journal columnist Jason Zweig, one of our favorites in the personal finance space, wrote an article August 7 about a new service for delivering low-cost, yet “comprehensive” financial planning to the masses. Certainly, there are millions of people … Continue reading →