Bright Ideas

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.

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Bright Ideas

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

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!

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. 

CI Financial and Brightworth

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. 

multi-generational family having a meal at the table at home

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. 

Lisa Brown is joined by wealth advisor Bud Boland for a concise 30-minute presentation for working professionals who want to know if their estate plan is in good shape.

watching a webinar on laptop with coffee

Lisa Brown is joined by wealth advisors Tom Presley and Wesley Wood for a concise 30-minute presentation for anyone who has been granted stock options from their company.

Bright Blog

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

 

11 ON Mon, 08/10/2020 - 23:28

father and son

While ensuring your documents and your household are in order is a critical step, it's only one part in the process of "finishing well." A fruitful and often ignored step is engaging in conversations with our family and friends about our thoughts and wishes for our living and dying.

90 ON Fri, 08/07/2020 - 14:33

After checking your medical plan, getting supplies, padding your bank account, getting an estate plan in order, and deciding if you will return to work and how you will handle childcare, you may be asking, “Am I all set?” “Is it smooth sailing from here on out?” Not quite!

11 ON Fri, 07/17/2020 - 13:41

One thing that has become abundantly clear through the pandemic is the fundamental role of technology in our lives. Technology has helped to bridge some of the gaps between us, our loved ones, and our communities.

90 ON Thu, 07/09/2020 - 12:30

The decision of whether to return to work and setting up an estate plan are two of the most important financial decisions a parent needs to make. Patricia Sklar discusses both topics in this article.

10 ON Wed, 07/08/2020 - 15:58

Episode 13 of Taking Stock with Lisa Brown is Charitable Giving in Up and Down Markets.

10 ON Wed, 07/01/2020 - 13:15

Episode 12 of Taking Stock with Lisa Brown is Downsized During the Pandemic and Losing Your 6-Figure Job.

90 ON Tue, 06/30/2020 - 13:27

The US is one of few countries without national paid maternity leave. While the Family and Medical Leave Act (FMLA) guarantees 12 weeks of job-protected time off, this law only applies to public agencies, public and private elementary and secondary schools, and companies with 50 or more employees.

10 ON Mon, 06/08/2020 - 15:18

The tenth episode of Taking Stock with Lisa Brown is The Real Estate Market Amidst the Pandemic.

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.

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

man putting head in sand like ostrich

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.

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

masked workers cleaning tables outside a restaurant

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.

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

bull and bear figures on balance beam

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.