Brightworth Update August 2021

The August 2021 Update

Investments

Here are 5 ways to protect your portfolio in the second half of 2021

The first half of 2021 was very different than the volatile first six months of 2020. To that point, the Standard & Poor’s 500 Index returned 15% in the first half of this year — healthy growth in just about any full year.

Yet, with the potential for inflation to jam the gears of growth — fueled by trillions of dollars in past and potentially future stimulus spending — there are concerns about how investors should adjust their portfolios for the second half of 2021.

Keep Reading


 

divorce lawyer

Over 50 and Considering Divorce? How to Prepare Financially, Pre- and Post-Separation

To preserve your wealth, you need to accept that changes are coming. You very likely won’t be able to maintain the same lifestyle separately that you did when you were together.

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searching for housing online

Red-Hot Housing Market Today Could Burn Real Estate Professionals Tomorrow

Yes, real estate is hot right now, and agents and investors are flush with cash. It’s time for real estate professionals to diversify their finances or face the consequences when things finally cool down.

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man celebrates in office

You got that new job: Now it’s time to make the right financial choices

Young professionals are on the move. If you’ve made a switch or have one on the horizon, follow this checklist to keep your finances on track.

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couple camping

Retiring in the Next 5 Years? Make These 5 Decisions Now

In the five years preceding retirement, a person will make more important decisions about how to maximize their retirement than at any other time.

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planning or making a list

Planning for Retirement: Your Ideal Week

A proactive plan for how to spend your time (your regular, non-bucket list time) can help you better focus on what matters most to you.

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Upcoming Events and Seminars

The Business Owner Transition Academy

Registration is open for classes starting in September! The Business Owner Transition Academy is a six-session program for business owners to learn how to prepare and exit their business when they are ready. Click the link below to learn more about the program.

Learn More

Seminars for Dental Professionals

Our seminars for dentists are jam-packed with information you can use to boost profits, reduce stress, plan for the future, and more. Each of our programs offers you a variety of content-rich courses in a casual setting - with plenty of opportunities for Q&A with our experts.

Learn More

 

See featured seminars below.


 

Foundations for Financial Success

Orlando, FL
September 16-17, 2021

K. Warren Poe, Jr., CFP®

Foundations for Financial Success: Couples Seminar

Charlotte, NC
November 5-6, 2021

Jeffrey Harrell, CFA
Jason Cross, JD, CFP®, CTFA Thomas Farmer, CFP®, C(K)P®

Learn More

Foundations for Financial Success

Park City, UT
February 3-4, 2022

K. Warren Poe, Jr., CFP®

Learn More

Solutions for Financial, Tax, and Business Success

Palm Beach, Aruba
February 14-18, 2022

Jeffrey A. Harrell, CFA

Learn More

Virtual Speaking Engagements

If you are interested in booking a virtual speaking engagement with one of our Wealth Advisors, please contact our Engagement Manager.

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