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.

 

11 ON Wed, 01/08/2020 - 11:58

If you were busy shopping for that last-second Christmas present or just enjoying an egg nog with family, you may have missed that Congress recently passed an interesting bit of legislation. On December 19th, the Setting Every Community Up for Retirement Enhancement (SECURE) Act – you can't make that up – was attached to a year-end appropriations bill keeping the government open for business, signed into law by President Trump effective January 1, 2020.

10 ON Mon, 12/09/2019 - 08:24

The seventh episode of Taking Stock with Lisa Brown is Getting Involved With Charity as a Working Executive.

10 ON Thu, 10/24/2019 - 17:10

The sixth episode of Taking Stock with Lisa Brown is Three Essential Money Tips for Executives.

10 ON Thu, 10/24/2019 - 16:10

The fifth episode of Taking Stock with Lisa Brown is My Smartest and Dumbest Money Decisions from 22 to 42.

10 ON Tue, 08/13/2019 - 13:52

The fourth episode of Taking Stock with Lisa Brown is Investing in Pot Stocks?

11 ON Fri, 08/02/2019 - 09:34

Eposode 4 of Retiring Well with Charlie Jordan is Retiring Wellness

11 ON Mon, 07/29/2019 - 15:25

Eposode 3 of Retiring Well with Charlie Jordan is Afraid to Spend in Retirement? You're Not Alone

11 ON Fri, 07/19/2019 - 07:49

Eposode 2 of Retiring Well with Charlie Jordan is Facing Common Retirement Fears

10 ON Fri, 07/19/2019 - 07:37

The third episode of Taking Stock with Lisa Brown is Buying Your Dream Home?

11 ON Fri, 07/05/2019 - 13:22

Eposode 1 of Retiring Well with Charlie Jordan is Taking the Off Ramp

12 ON Mon, 06/24/2019 - 09:45

Research shows that 75 percent of business owners are unhappy within a year of selling their business. This is why understanding when to sell your businessis so consequential

11 ON Fri, 06/21/2019 - 10:15

An oft-forgotten area of focus in all this planning is one’s own health. Here are recommendations on how to take care of your own health and fitness as you prepare for the next phase of your life.