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Choosing the right advisor

As the saying goes, "When times are good, anyone can make money." In the tenth year if the bu;; market following the Great Recession, markets are at or near all-time highs, but recent volatility has some i nvestors 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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Read what Brightworth advisors and planners have to say about wisely managing your financial future.

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zoom with a financial advisor

Done right, virtual financial planning meetings can be just as productive (or even more so!) than in-person ones.

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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. 

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Lots of investors sold stocks during the downturn. How do they get back in the market now? Wealth advisor Lisa Brown offers some recommendations to consider.

For those experiencing a pay cut or loss of bonus during the pandemic, the financial goal is to weather the storm until it’s over and come out as unscathed as possible.  Patricia Sklar shares six tips to help you nav

The decision of whether to return to work and setting up an estate plan are two of the most important financial decisions a parent needs to make.

Last quarter was another difficult one as efforts to slow the spread of Covid-19 led to the partial closure of our economy. Many of the most financially vulnerable Americans were hit the hardest. Further complicating the situation was the escalation of racial tensions in the wake of the death of George Floyd. Despite these tragic events, investors have seen a significant rebound in their account values as unprecedented monetary and fiscal policies have seemingly stemmed fears that the current economic slowdown will be long lasting.

Bright Blog

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

 

Charlie Jordan ON Mon, 08/10/2020 - 22:54

Charlie Jordan, CPA, CFP®, CeFT®  | Partner | Lead Advisor

"If end-of-life discussions were an experimental drug, the FDA would approve it."

― Atul Gawande,  Being Mortal: Medicine and What Matters in the End

Patricia D. Sklar ON Fri, 08/07/2020 - 13:52

After checking your medical plan, getting supplies, padding your bank account, getting an estate plan in order, and deciding if you will return to work and how you will handle childcare, you may be asking, “Am I all set?” “Is it smooth sailing from here on out?” Not quite! Let’s look at three more items that should be on your new parent financial checklist.

Charlie Jordan ON Mon, 07/13/2020 - 10:24

One thing that has become abundantly clear through the pandemic is the fundamental role of technology in our lives. Technology has helped to bridge some of the gaps between us, our loved ones, and our communities. Thanks to video chat, you’ve been able to check in on family across the country and participate in birthday parties and graduation celebrations. You’ve used streaming services to watch movies and listen to music. You’ve used online news services and social media to keep up with current events and essential healthcare developments. These were likely things you did before, but like many trends, they rapidly accelerated in 2020.

Patricia D. Sklar ON Thu, 07/09/2020 - 12:34

The decision of whether to return to work and setting up an estate plan are two of the most important financial decisions a parent needs to make. Patricia Sklar discusses both topics in this article.

Lisa Brown ON Wed, 07/08/2020 - 15:57

The eleventh episode of Taking Stock with Lisa Brown is Charitable Giving in Up and Down Markets.

Lisa Brown ON Wed, 07/01/2020 - 13:19

Episode 12 of Taking Stock with Lisa Brown is Downsized During the Pandemic and Losing Your 6-Figure Job.

Patricia D. Sklar ON Tue, 06/30/2020 - 13:25

The US is one of few  countries without national paid maternity leave. While the Family and Medical Leave Act (FMLA) guarantees 12 weeks of job-protected time off, this law only applies to public agencies, public and private elementary and secondary schools, and companies with 50 or more employees. Your employer decides whether, and how much you will be compensated when you go on leave. As a result, most families will need to protect themselves financially.

Lisa Brown ON Mon, 06/08/2020 - 15:14

The tenth episode of Taking Stock with Lisa Brown is The Real Estate Market Amidst the Pandemic.

Don Wilson ON Mon, 06/08/2020 - 13:24

Volatility is back!  Last week the stock market suffered one of its worst declines in months leaving many investors questioning if the rally from the March lows has come to an end.  Prior to this sharp drop stocks had been consistently marching higher and higher leaving many investors perplexed as to why.  After all, consumer confidence remains low, corporate earnings are projected to collapse 30% or more in 2020, and unemployment is over 13%.  Couple this with an escalation of geopolitical pressures abroad and racial tensions here at home and you seemingly have a perfect storm for financial market Armageddon.

Charlie Jordan ON Mon, 06/08/2020 - 12:53

When it comes to your financial lives, ignorance isn’t always bliss, especially when it leads to procrastination, avoiding hard decisions, and not accepting the limitations of your resources. Living in ignorance or denial is not a healthy, long-term posture for financial success. But 2020 has been an unusual year, to put it mildly. I would imagine we have all had an ostrich moment or two in the last few months as many of our usual escapes - sports, social events, vacation, etc.  - are not available.

Michael R. DeWitt ON Wed, 05/13/2020 - 15:25

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. On the webinar, Jonathan spoke to business owners about best practices for reopening businesses which have been closed or operating in a reduced capacity, as a result of the novel coronavirus. Following is a summary of Jonathan’s remarks.

Don Wilson ON Wed, 05/13/2020 - 11:22

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.