Brightworth Update February 2021

The February 2021 Update

Stop Trying to Time the Market

There is perhaps no more widely used phrase in the investment world than…you can’t time the market. This warning has been a hallmark of Wall Street lore for as long as public markets have existed and has been ingrained into the thinking of nearly every investor from the first day they begin investing. Despite the near universal acceptance of this time-tested advice, very few actually heed it. This is evidenced by the abysmal investor returns reported by research firms such as Morningstar, DALBAR, and S&P annually. Their conclusions are always the same. Investors’ emotional decisions routinely cause them to underperform a simple buy and hold strategy.

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taking stock podcast with lisa brown

Taking Stock: Tips for Filing Your 2020 Taxes 

Just when you thought 2020 was in the rear-view mirror... it's tax time! Lisa talks with CPA Doug Neal, Tax Principal at Windham Brannon, about steps you can still take to minimize your tax obligation.

get vaccinated to fly

Start Making Plans for Travel Now...BUT be Flexible

The first wave of COVID-19 vaccinations has lifted many spirits and raised expectations for the new year. Those shots have also inspired a sharp rise in travel bookings among folks who hope it will finally be safe to jump on an airplane and lounge at a luxury hotel in the spring or summer of 2021.

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business owner working at home

Important Information for Business Owners – Consolidated Appropriations Act, 2021

On December 27, 2020, the President signed into law the Consolidated Appropriations Act, 2021 (The Act), which introduces several new relief opportunities for both businesses and individuals.

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money gift in a red envelope

Lump Sum or Not: What's the Best Way to Invest Your Year-End Bonus 

What is dollar cost averaging, and when you have a significant windfall to invest, which method is better for you: dollar cost averaging vs. a lump sum investment?

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Stock Trading in GameStop - Here's What You Should Know

I received this text message from my son the other night: “Hey, Dad, what’s going on with all this GameStop business? And AMC? Everyone in my fraternity is talking about it. Apparently someone made like $25k.”


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