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.

brightworth named to barron's top 100 list

Brightworth is pleased to announce we have been recognized among the Top 100 Independent Advisories in America by Barron’s, a leading financial magazine.

i voted sticker

On September 10th Brightworth hosted a webinar that took a look back at the financial impact of the pandemic on the economy and markets, and considered what lies ahead with the upcoming election.

Brightworth named to top financial advisers list 2020

Brightworth is pleased to announce we have been named to the list of the Financial Times 300 Top Registered Investment Advisers for 2020!

buying a home

Are you considering buying a new home this year? Read these tips from wealth advisors Patricia Sklar and Bud Boland to help you prepare your finances and avoid a costly mistake.

cast ballot

With the U.S. election less than three months away, investors have begun bracing themselves for what is sure to be another vitriolic presidential campaign. Commentators across all media outlets are hyping this as a watershed event that will reshape the country for decades to come. 

zoom with financial planner

Done right, virtual financial planning meetings can be just as productive (or even more so!) than in-person ones.

Bright Blog

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

 

15 ON Mon, 06/08/2020 - 13:24

Volatility is back!  Last week the stock market suffered one of its worst declines in months leaving many investors questioning if the rally from the March lows has come to an end.  Prior to this sharp drop stocks had been consistently marching higher and higher leaving many investors perplexed as to why.  After all, consumer confidence remains low, corporate earnings are projected to collapse 30% or more in 2020, and unemployment is over 13%.  Couple this with an escalation of geopolitical pressures abroad and racial tensions here at home and you seemingly have a perfect storm for financial market Armageddon.

11 ON Mon, 06/08/2020 - 13:09

When it comes to your financial lives, ignorance isn’t always bliss, especially when it leads to procrastination, avoiding hard decisions, and not accepting the limitations of your resources. Living in ignorance or denial is not a healthy, long-term posture for financial success. But 2020 has been an unusual year, to put it mildly. I would imagine we have all had an ostrich moment or two in the last few months as many of our usual escapes - sports, social events, vacation, etc.  - are not available.

86 ON Wed, 05/13/2020 - 15:48

On Thursday, May 7, 2020, the Brightworth Business Exit and Transition Services (BETS) Team hosted a webinar for business owners with Jonathan Minnen, an attorney with Smith, Gambrell and Russell. On the webinar, Jonathan spoke to business owners about best practices for reopening businesses which have been closed or operating in a reduced capacity, as a result of the novel coronavirus. Following is a summary of Jonathan’s remarks.

15 ON Wed, 05/13/2020 - 11:29

Last month stocks delivered their best monthly return since 1987 with the S&P 500 rising 13%.  Stocks have built on these gains marginally in May, pushing the index up 34% from its March low and down less than 9% for the year.  Keep in mind this comes on the heels of a 31.5% return in 2019.

11 ON Wed, 05/13/2020 - 10:45

Things are different than you planned. The assumptions of your plan have changed. That may require a new approach and a resetting of what your “retirement dream” will be. Use this time to refocus on what matters most in your life. Use the strength of your experience to craft a work-life and retirement around that purpose.

351 ON Tue, 04/21/2020 - 15:55

Most areas of life require us to take action when something goes wrong. If your house catches fire, you should grab a fire extinguisher or call the fire department. If you break an arm, you need to go see a doctor to get it fixed. But there are a few areas where it is best to do the least intuitive thing of all: absolutely nothing.

114 ON Tue, 04/21/2020 - 11:44

In my new day-to-day in which video conferences supplement my previous electronic diet of texts and emails, there’s a recurrent theme emerging beneath the purely transactional messages. Am I doing enough?

11 ON Tue, 04/21/2020 - 09:39

father and son

In our Retiring Well content, we talk a lot about health and wellness. It should come as no shock that healthcare and health-related costs make up a significant portion of both potential retirement expenses and anxiety levels.

86 ON Wed, 04/15/2020 - 09:49

Business owners - when we finally emerge from the coronavirus pandemic, how would you like to take a nice, long vacation?  I’m not talking about a week at your favorite spot on the beach or in the mountains.  I mean a month, three months or more.  Can’t imagine being away from your business that long?

291 ON Tue, 04/14/2020 - 14:38

With millions of people working from home now, and some suddenly having to get creative with their home office set up, make sure you are still working in a healthy environment.  Here are some tips to improve your new workspace!

14 ON Tue, 04/14/2020 - 13:54

While most of the country focuses on staying healthy and safe during the current pandemic, it’s hard to escape the real economic impact all of this has taken. The general age group most susceptible to the health dangers of COVID-19, people 60 years old and older, and includes many Americans who are nearing retirement. The recent stock market volatility has, in most cases, hit their portfolios.

90 ON Tue, 04/14/2020 - 13:34

The most common question I have received from my clients over the last month Is “Should I invest some of the cash I’ve been sitting on?” Whether you have saved your last bonus, had a liquidity event such as sale of a rental property or received an inheritance, or you have just been thrifty, let me walk you through the exercise I take my clients on when answering this important question.