Brightworth Holiday Update 2020

The 2020 Holiday Update

Market Update

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. Part of this can be attributed to the positive Covid-19 vaccine news, with health care facilities across the nation already starting to receive shipments of the Pfizer-BioNTech COVID-19 jab. Although we still have a very long way to go to root out the pandemic, these reports are creating optimism that we may have turned the corner, and 2021 has the potential to be a nice recovery year for the economy.

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For Business Owners: Cash Flows Versus Profitability 

Every business owner knows that cash is king. For a business to be successful, it must have good cash flow. However, for a business to be valuable, it must also be predictably profitable. And as we’ll see, these are not always the same thing.
 

TAKING STOCK

Two Crazy Investment Mistakes People Are Making Right Now

Your financial well-being isn't all about the numbers, or even about the markets. Much of it is about how you react to the markets and the news around you. Lisa talks with Jeff Harrell, CFA, who is Director of Portfolio Management at McGill Advisors, a division of Brightworth, about common mistakes people make.

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Did You Just Relocate to Georgia With Your Company?

Read our white paper for financial, tax, and lifestyle tips to help you when moving to Georgia. 

moving to nc

Did You Just Relocate to North Carolina with Your Company?

Read our white paper for financial, tax, and lifestyle tips to help you when moving to North Carolina. 

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When to Take a Separation Package, When to Pass

Since the end of summer, many companies have started to announce voluntary cuts to trim their bottom line. But do you take it or wait and see if you might end up cut anyway?

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6 Reasons You Should Not Do a Roth Conversion

Roth IRAs come with some great tax advantages, but converting a traditional IRA to a Roth doesn’t make sense for everyone. With the end of 2020 approaching, many people will turn their sights toward year-end tax planning.

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Retiring Well: The 10 Elements of Retirement - How do you measure up?

What if you could measure your retirement life in the areas that matter most? Would it be worthwhile to provide structure to your annual and long-term life goals in retirement? 

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Online Scams Don't Take Holidays: Be Merry and Be Smart

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. 

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Money Moves Before Year's End

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.

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Month of October 2020
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