With the first quarter of 2021 behind us, the economy is in full-blown recovery mode. According to the Wall Street Journal, real (after inflation) GDP forecasts are for 6% growth by the end of the year. This would result in net growth of 2% over the past two years…during a pandemic!
Choosing the right advisor
As the saying goes, "When times are good, anyone can make money." In the tenth year of 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.
Interest rates have been on the rise lately causing many investors to become increasingly nervous that the upward trend may have much further to go.
TORONTO and ATLANTA (March 15, 2021) – CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX), a diversified global asset and wealth management company, today announced an agreement to acquire Brightworth, LLC (“Brightworth”) of Atlanta, a registered investment advisor with approximately US$4.7 billion1 in assets.
Want to keep saving after the pandemic is over? Create new long-lasting money saving habits. Wealth advisor Bud Boland talks to Fox 5 Atlanta and shares the habits his family has adopted in the last year.
Check out what Brightworth advisors and planners have to say about wisely managing your financial future.
An international work assignment is often seen as a big career boost. But has the remote work trend eliminated the need for "boots on the ground" overseas? Lisa meets with Lisa Burkard, Managing Director of Spectrum Group Consulting to discuss what's happening.
There are an estimated 11.2 million widowed individuals across the nation, according to the U.S. census, most of them women. Those who are affluent often initially face one of two financial challenges: having too little cash or too much. Here are the four steps you should take in the first year as a widow to manage cash well...
While your retirement may not have the same price tag, mileage, or objective as the Perseverance rover mission, there are a few crucial components for a successful landing into retirement. Here are a few to keep in mind...
Just when you thought 2020 was in the rear-view mirror... it's tax time! Lisa talks with CPA Doug Neal, Tax Principal at Windham Brannon, about steps you can still take to minimize your tax obligation.
In 2005, I played the Queen’s Gambit in a crowded room in a public library in Hershey, Pennsylvania. No, I wasn’t streaming the hit Netflix show that would be released 15 years later. I was playing a chess opening called the Queen’s Gambit in a local tournament.
With many of us spending much of the last twelve months under some degree of “house arrest” through the COVID-19 pandemic, residential real estate is largely booming.
Last week I had a friend come up to me in an absolute panic. She had lost her wallet. After walking her through what she needed to do, I decided I should memorialize the steps for anyone this may help going forward.
On December 27, 2020, the President signed into law the Consolidated Appropriations Act, 2021 (The Act), which introduces several new relief opportunities for both businesses and individuals.
Between the ages of 50 and 70, most people experience a significant amount of life change. Transitions are a natural and regular occurrence in our lives. They represent a shift from what was to what is. While normal, they still contribute to a significant amount of the stress in our lives, both positive and negative. Change can create friction in our comfort, our relationships, and our identity. It can also represent great opportunity and growth.
I received this text message from my son the other night: “Hey, Dad, what’s going on with all this GameStop business? And AMC? Everyone in my fraternity is talking about it. Apparently someone made like $25k.” When I received it, I knew it was time for a chat – and a note to many of our clients.