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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: mutual funds
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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Stocks are “cheap,” investors prefer bonds
Jeremy Siegel is a finance professor at the University of Pennsylvania’s Wharton School of Business. His research and book, Stocks for the Long Run, have documented investment returns and performance patterns back into the 1800s. On a conference call with … Continue reading
Posted in Investments
Tagged bonds, cash flow, cheap, diversification, investments, mutual funds, portfolio, returns, risk, siegel, stocks
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The Paradox of Choice
In an ideal world, your life goals and financial resources would lead you down a path where you have to choose route A or route B from time to time, but, for the most part, the options and expected outcomes … 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
Posted in Investments
Tagged bonds, cash flow, gary brooks, investments, investor psyche, mutual funds, News Tribune, outlook, performance, stocks
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