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.

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With skyrocketing unemployment rates due to Covid-19, many people are finding themselves searching for new job opportunities. Wealth Advisor Patricia Sklar shares her advice on determining which opportunities to go after.

panelists

Hiring in a virtual business environment is new territory for many of us. Whether your company is looking to pick up great talent, or you are the great talent looking for a new job, listen to powerful & timely insights from three experts in the talent management space on the changing landscape of virtual hiring practices.

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.

In this edition of the Brightworth Business Owner Discussion Series we’ll talk about many issues including:

  • What precautions to take when re-entering the workplace.
  • What to do if one of your employees contracts COVID-19.
  • How to determine what personal protection equipment is appropriate, and guidelines for safe work environment practices.   

Ever wondered what you shouldn’t do with your money? If you are a Millennial trying to build wealth you should really read Tom Presley's article featured on Kiplinger.com on 10 Money Mistakes Millennials Need to Avoid!

If you had a solid plan in place before the downturn hit, it should still carry you through ... provided you don't do anything crazy in the meantime. Ryan Halpern offers some recommendations to consider if you are asking yourself: “What do I do now?”

Bright Blog

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

 

Lisa Brown ON Mon, 12/09/2019 - 08:23

The seventh episode of Taking Stock with Lisa Brown is Getting Involved With Charity as a Working Executive.

Lisa Brown ON Thu, 10/24/2019 - 17:07

The sixth episode of Taking Stock with Lisa Brown is Three Essential Money Tips for Executives.

Lisa Brown ON Thu, 10/24/2019 - 16:06

The fifth episode of Taking Stock with Lisa Brown is My Smartest and Dumbest Money Decisions from 22 to 42.

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?