Baker Jensen Investment Advisors

July 2010 Newsletter

Weekly Market Update

John Maudin Makes The Case for a Fed Rate Hike

Worth Magazine

Guy Baker has been named one of the top 250 Wealth Advisors by Worth Magazine. The Top 250 list published in the October/November 2008 issue.

Booklets by Guy

Maximize the Red Zone

The Importance of Converting Equity to Capital

Most business owners work a lifetime building an organization so they can convert it to income at retirement. But when is the best time to start the process? We call this the Red Zone. It is the final distance between where you are when you begin to plan for retirement and where you will be when you are ready to turn off the lights for the last time.

Call 800 858-4332 or Email Us for a free copy

Manage Markets NOT
Stocks

Do you know where your "SAFE" money is invested?
This booklet helps you answer questions like: How much risk is my portfolio buying? What markets am I invested in? How do institutional investors manage their portfolios? Do I need an investment policy statement?

Investment Alchemy

What investment strategies should an investor mix together to achieve long-term financial success? Investment Alchemy describes a sensible, systematic method for shaping your long-term investment decisions.

Bakers Dozen

Guy's 13 fundamental principles for financial independence are time-tested and philosophically sound principles.

Hot Links

About Us
Baker Jensen Investment Advisors has been in business since 1992 providing investment advice and resources to our high net worth clients.
Questionnaire

After filling out this questionnaire, you will be able to determine your Risk Profile. This will help you to figure out what type of return you can expect based on how comfortable you are with investment risk.
Calculator
Use this calculator to determine exactly how much you will need to have invested by the time you retire, and how much work you need to do to meet your retirement needs.

BJIA Update
March 2008
Volume 13, Issue 2

Contents

The Economy March -- "Stagflation." What is it? -READ MORE-

Evaluating Investment Options for Retirement
Joe Cannava talks about risks retirees have when they start drawing down their portfolios. -READ MORE-

How to win the health insurance game
Paul Pendorf talks about what he did personally to cover his health care needs. -READ MORE-

Want to be a better investor?
Start learning from your mistakes -- The evidence that investors don’t learn from mistakes is widespread . . .

-READ MORE-

When should you take Social Security?

-READ MORE-

March Newsletter

The Economy March by Guy Baker

The economic data this month is mostly negative and has triggered memories of an economic dilemma that the 1970's economists call – "stagflation." What is it?

The basic idea behind stagflation is a period of combined slow growth (stagnation) and rising prices (inflation). The most optimistic government estimates put the 2008 GDP at just +1% to +2%. Compare this to India, where I just visited, . . . . -READ More-

Evaluating Investment Options for
Retirement

Risks that are most relevant to investors drawing down their portfolios are market risk, longevity risk and inflation risk. We want to explore the various types of portfolios available to the retired investor, each portfolio’s strengths and weaknesses and how effectively each addresses the various risks facing retirees.
On the menu are . . . -READ More-

How to win the health insurance game

How do you win the health insurance game? In my opinion, you win it by purchasing the largest deductible plan you can afford and saving as much allowed into a health savings account (HSA).

Here is my story.

I am 46 years old and pay $180/month for my Blue Shield health insurance policy. Since I am self-employed I deduct 100% of that premium. The policy has a $4,000 deductible and allows me to . . . -READ MORE-

Want to be a better investor?
Start learning from your mistakes

Money Market funds are rescued by Managers Remember when a special teacher in your life told you it was good to make mistakes as long as you could learn from them?

It is probably one of the most important maxims for investors—and probably one of the most ignored.
The evidence that investors don’t learn from mistakes is widespread. Every few years a new mania takes hold and investors bid up an asset class to unrealistic heights, such as . . . -READ MORE-

When should you take Social Security?

Mom A crucial retirement planning decision for many workers involves deciding when to begin Social Security benefits.

Anyone can begin collecting as early as age 62, but that means the retiree receives a permanent reduction in benefits that can reach 25% or more. Retirees can also wait until . . . -READ MORE-

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