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:
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.
What does fee-only mean?
Read what Brightworth advisors and planners have to say about wisely managing your financial future.
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.
Yes, you're busy. But Lisa Brown has tips to make time to check off these three critical financial tasks.
Check out what Brightworth advisors and planners have to say about wisely managing your financial future.
Despite the continuing buzz about slowing economic growth in 2019, most economists are not predicting a US recession this year. In fact, for long-term investors, there are plenty of reasons to be optimistic. Here are six potential surprises that should give investors a respite from some of the dire predictions and help guide your investment decisions this year:
A very common statement I’ve heard from my clients over the years when discussing retirement goes something like this: “I don’t want to just stop working. I would go crazy.”
Last month, it appeared that Scrooge, the Grinch, and the Wet Bandits from the movie “Home Alone” were conniving to steal Christmas from investors.
Many of my clients nearing retirement talk a lot about life after work. But do you know what they often worry about most? Not just money – but how to wisely use their time, talent, influence, AND money in their retirement years.
Celebrating New Year’s Eve and New Year’s Day are always a lot of fun. On New Year’s Eve, my husband and I celebrate with our young children by ringing in the New Year with friends who also “risk” trying to see if their little ones can make it to midnight as well! Sometimes we make it to midnight, sometimes we depart by 9pm as someone is melting down.
A financial strategy that is easy to manage is so important to help busy attorneys pay taxes, save for retirement and other goals, and have the cash flow needed for living expenses. Here are five fundamental steps any attorney should consider right now.
One of my favorite clients passed away this year at age 94. Captured by the German Army during the Battle of the Bulge in World War II, his war stories were spellbinding. And after traveling to Germany as an executive at The Coca-Cola Company for more than 40 years, he actually met the soldier who apprehended him.
As 2019 open enrollment gets underway, I want to recommend that people strongly consider electing a high deductible health plan (HDHP) that is coupled with a Health Savings Account (HSA). HSAs have significant tax benefits and are an excellent way to sock away money now for medical expenses in retirement.
As the end of 2018 draws near, many Brightworth clients will begin considering giving money to their favorite charities and nonprofit organizations. But recent changes to the federal tax laws have the potential to dramatically alter those plans. So, I wanted to lay out a potential strategy now for people to consider implementing before December 31.
As the U.S. equity market gets set to conclude its worst October performance since the financial crisis, it’s natural for people to wonder if their investments are well positioned. This is a typical reaction when prices swing sharply – such as the Dow rising and falling hundreds of points, often in the same day.
With Halloween on the horizon, I thought it might be time to talk about scary movies. When I was a kid, I used to watch scary movies with my dad. My dad likes to tell the story about how when we watched...