Bright Ideas

Choosing the right advisor

As the saying goes, "When times are good, anyone can make money." In the tenth year of 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.

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Here’s a New Year’s resolution that will stick, get in the best financial shape of your life! Wealth advisor Patricia Sklar has created this easy and effective financial workout everyone should try.  

This is a test blog. 

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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. 

meeting with an advisor

Roth conversions have been a hot topic in recent years. The relatively low federal income tax rates now in effect can make conversions less taxing.

man standing by a lake

What are you passionate about? It’s easier than you think to financially support the causes that you care about. More companies are responding by making commitments to change the way they do business.

Bright Blog

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

 

Tue, 04/14/2020 - 14:37

With millions of people working from home now, and some suddenly having to get creative with their home office set up, make sure you are still working in a healthy environment.  Here are some tips to improve your new workspace!

Author uid: 291
Tue, 04/14/2020 - 13:45

While most of the country focuses on staying healthy and safe during the current pandemic, it’s hard to escape the real economic impact all of this has taken. The general age group most susceptible to the health dangers of COVID-19, people 60 years old and older, and includes many Americans who are nearing retirement. The recent stock market volatility has, in most cases, hit their portfolios.

Author uid: 14
Mon, 04/13/2020 - 13:56

The most common question I have received from my clients over the last month Is “Should I invest some of the cash I’ve been sitting on?” Whether you have saved your last bonus, had a liquidity event such as sale of a rental property or received an inheritance, or you have just been thrifty, let me walk you through the exercise I take my clients on when answering this important question.

 

Author uid: 90
Mon, 04/13/2020 - 10:54

Having been in the business world for over 40 years now and having experienced several (let’s not count!) economic and stock market upheavals, a quote often attributed to Mark Twain (aka Samuel Clemens) comes to mind:  “History doesn’t repeat itself, but it often rhymes”.

Author uid: 8
Thu, 04/09/2020 - 10:31

During the COVID-19 pandemic, many people want to stretch the impact of their dollars for their families while continuing to help others.  Even during a downturn, donating stock may be one way to achieve that goal and support the nonprofits that are tirelessly serving our communities during this time of urgent need.  

Author uid: 38
Wed, 04/08/2020 - 10:33

In our personal and professional lives, we are continually learning about one another, subtly adjusting our behavior as we understand ourselves and understand others in order to get along,enjoy being together and become more effective. While every day is different, we generally know each other’s habits and reactions in most situations. In other words, normal behavior. This knowledge builds our informal social norms, and we become comfortable operating within these norms.

Author uid: 8
Mon, 03/30/2020 - 16:55
We hope you and your families are staying healthy. As you have likely heard, The CARES Act was signed into law last Friday, and there are many provisions that pertain to business owners that we have summarized for you below. We also wanted to communicate a few key recommendations as the details on these programs unfold:
Author uid: 86
Mon, 03/30/2020 - 16:13

Few of us had heard the phrase “social distancing” at the beginning of the year. But now, maintaining safe, hygienic spaces that help limit the spread of the coronavirus is part of our lives. I hope this is short-lived, but in the meantime, we should do everything we can to thrive during this time.

Author uid: 11
Mon, 03/16/2020 - 12:08

As we all watch the latest news about the coronavirus, it’s easy to be scared about our physical and financial health. Some people may not leave their homes or allow children and grandchildren to play with others. Others, worried about a recession or financial meltdown, may be making major changes to their finances or investment accounts.

Author uid: 10
Tue, 03/10/2020 - 12:16

Whether growing or floundering, every organization reflects the individuals and leadership of which it is made.  At the same time, from top to bottom, from vision to execution, each individual evolves and becomes what they strive for as they reach their individual goals. What that means is that the organization is experiencing and reflecting what the individual employees and leadership are experiencing, and vice-versa. Take the S Curve as an example.    

Author uid: 8
Fri, 03/06/2020 - 08:39

One life event more than any other marks a turning point for how seriously families consider their finances: having a baby. New babies bring new life challenges, with financial repercussions that can stretch into retirement. In this brief video, Brightworth wealth advisor and veteran parent Tom Presley shares five tips for preparing for the financial challenges you’ll face in early parenthood.

Author uid: 13
Tue, 03/03/2020 - 15:26

Bonus checks will begin arriving during the next few weeks for millions of corporate executives and managers countrywideWhile most people have anticipated this cash windfall, too many don’t have a clear plan on how to best save, invest and spend this money.

Author uid: 14