Jeffrey A. Harrell, CFA | Director of Portfolio Management
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.
Here’s a New Year’s resolution that will stick, get in the best financial shape of your life! Wealth advisor Patricia Sklar has created this easy and effective financial workout everyone should try.
Despite the dire warnings of many in the media that a contested presidential election would cause mass upheaval in financial markets, relative calm has ensued. Following the election, the S&P 500 has staged a sharp rally, despite the continued uncertainty surrounding the political fallout of the results.
The holiday season is in full swing not only for shopping, but for cyber-criminals too. We’ve begun the busiest online shopping season, and the bad guys are planning to get rich with your money. So, here are this year's Top 10 Holiday Cybersecurity Alert Tips.
The end of 2020 is in sight, but there is still plenty of time left to make a number of financial moves that will help improve your retirement savings, reduce your tax bill and benefit your community.
Check out what Brightworth advisors and planners have to say about wisely managing your financial future.
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.
Business owners - when we finally emerge from the coronavirus pandemic, how would you like to take a nice, long vacation?
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!
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.
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.
Having been in the business world for over 40 years now and having experienced several (let’s not count!) economic and stock market upheavals, a quote often attributed to Mark Twain (aka Samuel Clemens) comes to mind: “History doesn’t repeat itself, but it often rhymes”.
During the COVID-19 pandemic, many people want to stretch the impact of their dollars for their families while continuing to help others. Even during a downturn, donating stock may be one way to achieve that goal and support the nonprofits that are tirelessly serving our communities during this time of urgent need.
In our personal and professional lives, we are continually learning about one another, subtly adjusting our behavior as we understand ourselves and understand others in order to get along,enjoy being together and become more effective. While every day is different, we generally know each other’s habits and reactions in most situations. In other words, normal behavior.
Few of us had heard the phrase “social distancing” at the beginning of the year. But now, maintaining safe, hygienic spaces that help limit the spread of the coronavirus is part of our lives. I hope this is short-lived, but in the meantime, we should do everything we can to thrive during this time.
As we all watch the latest news about the coronavirus, it’s easy to be scared about our physical and financial health. Some people may not leave their homes or allow children and grandchildren to play with others. Others, worried about a recession or financial meltdown, may be making major changes to their finances or investment accounts.
Whether growing or floundering, every organization reflects the individuals and leadership of which it is made. At the same time, from top to bottom, from vision to execution, each individual evolves and becomes what they strive for as they reach their individual goals. What that means is that the organization is experiencing and reflecting what the individual employees and leadership are experiencing, and vice-versa. Take the S Curve as an example.
One life event more than any other marks a turning point for how seriously families consider their finances: having a baby. New babies bring new life challenges, with financial repercussions that can stretch into retirement.