BHJ Wealth Advisors logo in gray and orange
  • An elderly widow being comforted by her daughter.

Widowed women and money: How to navigate the transition successfully

By Anh Thu Tran, MBA Given longer life expectancies, approximately 80% of women die alone while 80% of men die with a companion. One in four American women ages 65 to 74 are widows. Three in four American women ages 85 or older are widows. U.S. household income declines approximately
Read More →
  • A young man rides a bull in high school rodeo.

2017 stock market review and commentary: “All-time” highs are rewritten

As far as economic and investment news goes, momentum has been a powerful force and your 2017 returns has benefitted. The S&P 500 Index of large U.S. stocks has reached a new all-time high at some point in 19 of the past 20 months. With many companies already posting record profit
Read More →
  • A panoramic picture of high rises in downtown Chicago.

Financial services industry has a lot of unsavory character to overcome

By Gary Brooks, CFP® As certified financial planner and owner of a wealth-management firm, I find much of financial services to be despicable. Achieving security requires most people to participate in the financial system, but this system often fails the Hippocratic oath to first do n
Read More →
  • A red, white striped wind vane blowing against a sky background

All investment forecasts end up wrong

By Gary Brooks, CFP® As we turn the calendar to a new year, many investment management and market research companies forecast future returns for various types of investments. These forecasts all use sophisticated techniques often combining economic conditions, stock and bond market da
Read More →