Bright Ideas

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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Bright Ideas

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

Your financial goal

Bright ideas for:

  • Strong consumer spending kept U.S. economy growing
  • Stocks were mixed for the quarter, but strong start YTD
  • Bonds on pace for best year in nearly a decade

Introduction

Are you married to someone receiving benefits? Do you have young children? Have you lost your spouse? Are you thinking about going back to work after retiring early but are afraid your Social Security check will take a big hit?

Some of the most valuable financial lessons are learned in hindsight. Lisa Brown shares ways to live a happier, more secure life by avoiding these familiar financial foibles.

Some of your most treasured possessions could be virtual ones. Brightworth's Josh Monroe shares how to put a plan in place to pass them down.

Non-cash assets can increase the impact of their charitable giving, but it's not always easy to understand how.

The stock market ebbed and flowed but finished the quarter higher. Wavering prospects for trade negotiations and softer economic data were outweighed by expectations of lower interest rates from the Federal Reserve.

Bright Blog

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

 

Lisa Brown ON Tue, 08/13/2019 - 13:49

The third episode of Taking Stock with Lisa Brown is Investing in Pot Stocks?

Charlie Jordan ON Fri, 08/02/2019 - 09:31

Eposode 4 of Retiring Well with Charlie Jordan is Retiring Wellness

Charlie Jordan ON Mon, 07/29/2019 - 15:14

https://directory.libsyn.com/episode/index/id/10697402

Eposode 3 of Retiring Well with Charlie Jordan is Afraid to Spend in Retirement? You're Not Alone

Charlie Jordan ON Fri, 07/19/2019 - 07:49

Eposode 2 of Retiring Well with Charlie Jordan is Facing Common Retirement Fears

Lisa Brown ON Fri, 07/19/2019 - 07:37

The third episode of Taking Stock with Lisa Brown is Buying Your Dream Home?

Charlie Jordan ON Fri, 07/05/2019 - 13:22

Eposode 1 of Retiring Well with Charlie Jordan is Taking the Off Ramp

Nathan Corbitt ON Mon, 06/24/2019 - 09:45

Research shows that 75 percent of business owners are unhappy within a year of selling their business. This is why understanding when to sell your businessis so consequential

Charlie Jordan ON Fri, 06/21/2019 - 10:15

An oft-forgotten area of focus in all this planning is one’s own health. Here are recommendations on how to take care of your own health and fitness as you prepare for the next phase of your life.

Lisa Brown ON Mon, 06/17/2019 - 11:36

 

The second episode of Taking Stock with Lisa Brown is Losing your 6-figure Job?

Patricia D. Sklar ON Mon, 06/03/2019 - 08:54

It’s amazing to me that a show can start off so strongly, with critical acclaim and a massive following and, at least in the opinion of many, finish so weakly. There is nothing worse than a bad ending.  In real life you don’t want to be that way either.

Lisa Brown ON Thu, 05/30/2019 - 10:26

I'm excited to share that I've started a new podcast, Talking Stock with Lisa Brown. The first episide is Shocked by your 2018 Tax Bill?

Josh Monroe ON Wed, 05/22/2019 - 12:28

Our clients often ask “How much do I need to save this year to be on track for retirement?” Obviously, there are a lot of variables that go into answering that question: retirement spending, assumed rate of return, pensions and Social Security to name a few. But perhaps the most important variable is the one that’s priceless: time. People with the most time on their side are those most likely to achieve their retirement goals. Those who save early end up way ahead of their procrastinating peers.