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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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.

 

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?

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?