Brightworth Update

Update for May 2020  

Financial Market Update

Last month stocks delivered their best monthly return since 1987 with the S&P 500 rising 13%.  Stocks have built on these gains marginally in May, pushing the index up 34% from its March low and down less than 9% for the year.  Keep in mind this comes on the heels of a 31.5% return in 2019.  So, is it safe to say the longest bull market in history has officially been followed by the shortest bear market in history, and we are once again off to the races?  Maybe, but ultimately only time will tell.

The recovery is no doubt breathtaking, even to those with the poise to have bought shares when the days looked the darkest.  Never before have we seen an economic catastrophe of this magnitude – nor the scale of government intervention – in such a short period of time to stem the Covid-19 impact on the U.S. economy.  While these past two months have been truly extraordinary, in many ways, from a financial market’s perspective, what we just went through is not unprecedented.  

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You Just Lost Your Job Due to the Coronavirus Crisis. Now What? 

If you or someone you know has lost their job this year, wealth advisor Lisa Brown shares advice on how to handle your severance pay, stock options, and 401(k).

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In Your 40's with Money in a 401(k)? Don't Let This Bear Market Derail Your Financial Plan

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.
 
 

Am I Retired? Losing a Job Late in Your Career

Mark had a shell-shocked look in his eyes on the screen. Although we were now meeting virtually, there was no doubt of the swirling emotions he was experiencing. “Charlie, I think I may be retired,” he said...

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Reopening Your Business in a COVID-19 World

On Thursday, May 7, 2020, the Brightworth Business Exit and Transition Services (BETS) Team hosted a webinar for business owners with Jonathan Minnen, an attorney with Smith, Gambrell and Russell. Jonathan is a Partner in the firm’s Corporate Practice and is a member of the firm’s M&A, Healthcare, and International Practice groups...

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