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.

seniors do yoga in the park

As your life changes, your financial plan may change too. And that’s OK.

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father walks daughter down the aisle

You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your kid’s future ex, here’s what you should do.

webinar at home

Lisa Brown is joined by wealth advisors Brett Covert and Patricia Sklar for a concise 30-minute presentation for working professionals who want to know if their 401(k) investment strategy is in good shape, including:

With the first quarter of 2021 behind us, the economy is in full-blown recovery mode.  According to the Wall Street Journal, real (after inflation) GDP forecasts are for 6% growth by the end of the year.  This would result in net growth of 2% over the past two years…during a pandemic!

piggy bank drowning in water

Interest rates have been on the rise lately causing many investors to become increasingly nervous that the upward trend may have much further to go. 

CI Financial and Brightworth

TORONTO and ATLANTA (March 15, 2021) – CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX), a diversified global asset and wealth management company, today announced an agreement to acquire Brightworth, LLC (“Brightworth”) of Atlanta, a registered investment advisor with approximately US$4.7 billion1 in assets. 

Bright Blog

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

 

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.

Author uid: 90
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.

Author uid: 11
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.

Author uid: 90
Wed, 07/08/2020 - 15:57

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

Author uid: 10
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.

Author uid: 10
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.

Author uid: 90
Mon, 06/08/2020 - 15:14

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

Author uid: 10
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.

Author uid: 15
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.

Author uid: 11
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.

Author uid: 86
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. 

Author uid: 15
Wed, 05/13/2020 - 10:02

Things are different than you planned. The assumptions of your plan have changed. That may require a new approach and a resetting of what your “retirement dream” will be. Use this time to refocus on what matters most in your life. Use the strength of your experience to craft a work-life and retirement around that purpose.

Author uid: 11