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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: News Tribune
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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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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News Tribune column for February
Views differ on direction of markets through 2010.
Were the 2000s really a lost decade for investors? Continue reading
Posted in Financial planning
Tagged balanced portfolio, bonds, Brooks, investment strategy, investors, lost decade, News Tribune, stocks
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IRA might help fill gaps left by employer-sponsored plans
Gary’s monthly column in The News Tribune was published today in the Business section. It examines five things that are often missing in 401k or other employer retirement plans: 1. Broad diversification 2. Inexpensive index funds 3. Money managers who … Continue reading
Posted in Financial planning, Investments, Retirement
Tagged 401k, 403b, column, costs, expenses, fees, index funds, IRA, News Tribune, Roth IRA, socially responsible investing
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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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Roth Conversion; Unprecedented Opportunity
Gary’s latest monthly column in The News Tribune was published Nov. 6. Roth conversion makes sense if you meet right criteria Click on the thumbnail image to read the article This is an exceptional opportunity to potentially save thousands of … Continue reading
Posted in Financial planning, Investments, Retirement, Taxes
Tagged financial planning, gary brooks, investments, IRA, News Tribune, Roth conversion, taxes
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Bonds less incredible than you think
Here is Gary Brooks’s column from the October 5 Tacoma News Tribune.