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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: investments
Savers double up without reward
An addendum to Gary’s News Tribune column from January 6. Cash equivalents may be zombie investments but investors still favor them. TrimTabs, a tracker of cash flows to bank and investment accounts released information January 13 demonstrating that Americans deposited … Continue reading
Posted in Financial planning
Tagged cash, investments, mutual funds, savings, zombie
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High-yield bonds may not be junk
High-yield corporate bonds have built a big edge in income yield over Treasury bonds over the past few months. Some people prefer the perceived safety of Treasury bonds and accept the lower income stream (even if it means a negative … Continue reading
Posted in Investments
Tagged Brooks Hughes Jones, high yield bonds, investments, mutual funds, treasury bonds
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What we look for when picking a mutual fund
In theory, picking a good mutual fund should be easy. Just find a fund with an experienced portfolio manager who has consistently outperformed the fund’s relevant benchmark and buy some shares. Then repeat in each portion of the market so … Continue reading
Posted in Investments
Tagged Brooks Hughes Jones, CFP, criteria, financial advisors, investments, managers, mutual funds, performance, selection, Tacoma
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How much do you need to save to replace your salary in retirement?
A prominent debate in the financial advisor industry examines what is a safe withdrawal rate from a retired person’s investment portfolio. It’s not quite consensus, but it is generally considered that you can withdraw 4% of the value of a … Continue reading
Posted in Financial planning, Investments, Retirement
Tagged investments, retirement, salary replacement, savings rate
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Structured products are not risk free
The sale of structured products has grown rapidly over the past few years, primarily among advisors who are affiliated with broker/dealers. A structured product uses financial engineering to create an investment that might not otherwise be available – one designed … Continue reading
Should you invest more in China’s growth story?
Recently, Burton Malkiel, Professor of Economics at Princeton and the author “A Random Walk Down Wall Street,” hosted a conference call to review the economic prospects of China. Malkiel provided some very interesting analysis of the Chinese economy—including both positive … Continue reading
Understanding high-frequency trading
There has been a lot of talk in the industry over the past few months about high frequency trading and whether it is the cause of markets being more volatile than usual. Liz Ann Sonders, Schwab’s Chief Investment Strategist, provides … Continue reading →