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.

woman excited about job offer

With skyrocketing unemployment rates due to Covid-19, many people are finding themselves searching for new job opportunities. Wealth Advisor Patricia Sklar shares her advice on determining which opportunities to go after.

small business owners in a warehouse

In this edition of the Brightworth Business Owner Discussion Series we’ll talk about many issues including:

  • What precautions to take when re-entering the workplace.
  • What to do if one of your employees contracts COVID-19.
  • How to determine what personal protection equipment is appropriate, and guidelines for safe work environment practices.   

If you’re in your 40s, you’ve been growing your wealth in the last decade since the 2008 recession. Now, you might have questions about how this current bear market will affect your 401(k). Associate Wealth Advisor Josh Monroe shares the reassuring answers he gives to his clients.

Ever wondered what you shouldn’t do with your money? If you are a Millennial trying to build wealth you should really read Tom Presley's article featured on Kiplinger.com on 10 Money Mistakes Millennials Need to Avoid!

If you had a solid plan in place before the downturn hit, it should still carry you through ... provided you don't do anything crazy in the meantime. Ryan Halpern offers some recommendations to consider if you are asking yourself: “What do I do now?”

Stocks are down since the coronavirus hit, but that doesn't have to present a hurdle for charitable giving. Chase Mouchet shares how opportunities for giving from your investment portfolio could be better than ever with the CARES Act.

Bright Blog

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

 

10 ON Thu, 06/28/2018 - 09:54

Running out of money in retirement is one of the biggest fears many people face. In this brief video, Brightworth's Lisa Brown offers five tips to help protect yourself from such risk and ensure peace of mind as your enter this new phase of life. 

11 ON Thu, 06/28/2018 - 09:36

It's been said that the only constant in life is change. In his Transitions video series, Brightworth's Charlie Jordan discusses the major transitions in life, their financial impact and how to navigate through these changes with clarity and peace of mind,

10 ON Wed, 06/27/2018 - 16:35

At some point in their lives, 90% of women will be solely responsible for their finances due to the loss of a spouse. This can prove to be a very frightnening time for women who have never been involved in their family's finances. In this brief video, Brightworth's Lisa Brown offers three financial tips to help married women get a handle on their money.