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.

work from home family

If you’ve been working from home this year you may have noticed an increase in the amount of money you are able to save. Take advantage of this time before you return to the office to consider these ideas from associate wealth advisor Josh Monroe on how you can maximize your finances.

Entering the fourth quarter, all eyes are on the U.S. presidential election. As is the case every four years, the dire predictions of what is to come if either candidate wins are now daily headlines.

male pilot flipping a switch in a cockpit

Furloughs, job cuts, and early retirement are on the minds of many pilots. Now is the time for them to get their finances in order. Wealth advisor Chase Mouchet shares the advice he gives to pilots.

man sitting at table outside restaurant alone

Many corporate executives are now asking themselves "Does it make sense to take an early retirement?" Wealth advisor Lisa Brown shares the advice she gives to her clients who are considering taking early retirement packages.

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.

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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.

Bright Blog

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

 

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.

 
8 ON Mon, 04/13/2020 - 10:22

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”.

38 ON Thu, 04/09/2020 - 10:33

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.  

8 ON Wed, 04/08/2020 - 18:40

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.

11 ON Wed, 04/01/2020 - 16:15

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.

10 ON Mon, 03/16/2020 - 12:39

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.

8 ON Tue, 03/10/2020 - 12:45

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.    

13 ON Fri, 03/06/2020 - 08:39

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.

14 ON Tue, 03/03/2020 - 15:36

Bonus checks will begin arriving during the next few weeks for millions of corporate executives and managers countrywide. While most people have anticipated this cash windfall, too many don’t have a clear plan on how to best save, invest and spend this money.

90 ON Thu, 02/27/2020 - 14:09

The most common reason I hear people jumping ship to a shinier boat is for a “better opportunity.”  However, let’s unpack what a “better opportunity” truly looks like.

8 ON Wed, 02/26/2020 - 13:55

“What is your unique ability?”   It’s an executive coaching question that gets asked a lot.  Questions like these are valuable because few of us take the time to ask and answer that question ourselves and leverage the answer

11 ON Wed, 02/19/2020 - 16:15

Believe it or not, we are nearly two full months into 2020! How are those New Year's resolutions going? If you are like most of us, you have a goal of improving your health in some way this year. In case your motivation is waning, let me give you one more reason to focus today: your retirement years.