Bright Ideas

Choosing the right advisor

As the saying goes, "When times are good, anyone can make money." In the tenth year if the bull market following the Great Recession, markets are at or near all-time highs, but recent volatility has some investors uncertain on where the markets will go from here. Many are re-evaluating their relationship with their financial advisor to ensure that they are in good hands.

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Bright Ideas

Read what Brightworth advisors and planners have to say about wisely managing your financial future.

The market was hot in 2019, but investors shouldn't count on a repeat performance going forward. Lisa Brown shares four smart moves to position yourself well in 2020.

The market is off to a good start this year. The Brightworth team is pleased to share our 2020 Investment Commentary videos. In these brief videos, Brightworth’s Chief Investment Officer, Don Wilson, and Director of Portfolio Management, Jeff Harrell, look ahead to some of the major topics for 2020:

Josh Monroe reminds us that it's time to set financially healthy goals for the year. You'll be glad you did.

Where are financial markets headed in 2020? If you ask the major Wall Street firms, you will get the same answer you always get. Most are predicting mid to high single digit gains with a few outliers on both sides, which is pretty much the same story every year. As we recap 2019 and discuss where we might be headed in 2020, our advice is to ignore these predictions. Instead, focus on your own long-term goals when it comes to making investment decisions.

When you think about holiday family gatherings with your adult children, you probably picture gifts and turkey with all the trimmings. But Lisa Brown reminds us that between bites, it's also a good time to share your wishes and discuss your estate plan.

Even if time's too short to take full advantage of some of these moves this year, Ryan Halpern recommends six steps that can help you save tax dollars and improve your financial well-being in 2020.

Bright Blog

Check out what Brightworth advisors and planners have to say about wisely managing your financial future.

 

Fri, 01/24/2020 - 09:42

As you turn the page to 2020, it is important to be mindful of changes to various savings limits set by the IRS and state tax authorities.

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Wed, 01/08/2020 - 11:58

If you were busy shopping for that last-second Christmas present or just enjoying an egg nog with family, you may have missed that Congress recently passed an interesting bit of legislation. On December 19th, the Setting Every Community Up for Retirement Enhancement (SECURE) Act – you can't make that up – was attached to a year-end appropriations bill keeping the government open for business, signed into law by President Trump effective January 1, 2020.

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Mon, 12/09/2019 - 08:24

The seventh episode of Taking Stock with Lisa Brown is Getting Involved With Charity as a Working Executive.

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Thu, 10/24/2019 - 17:10

The sixth episode of Taking Stock with Lisa Brown is Three Essential Money Tips for Executives.

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Thu, 10/24/2019 - 16:10

The fifth episode of Taking Stock with Lisa Brown is My Smartest and Dumbest Money Decisions from 22 to 42.

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Tue, 08/13/2019 - 13:52

The fourth episode of Taking Stock with Lisa Brown is Investing in Pot Stocks?

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Fri, 08/02/2019 - 09:34

Eposode 4 of Retiring Well with Charlie Jordan is Retiring Wellness

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Mon, 07/29/2019 - 15:25

Eposode 3 of Retiring Well with Charlie Jordan is Afraid to Spend in Retirement? You're Not Alone

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Fri, 07/19/2019 - 07:49

Eposode 2 of Retiring Well with Charlie Jordan is Facing Common Retirement Fears

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Fri, 07/19/2019 - 07:37

The third episode of Taking Stock with Lisa Brown is Buying Your Dream Home?

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Fri, 07/05/2019 - 13:22

Eposode 1 of Retiring Well with Charlie Jordan is Taking the Off Ramp

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Mon, 06/24/2019 - 09:45

Research shows that 75 percent of business owners are unhappy within a year of selling their business. This is why understanding when to sell your businessis so consequential

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