Done right, virtual financial planning meetings can be just as productive (or even more so!) than in-person ones.
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.
What does fee-only mean?
Read what Brightworth advisors and planners have to say about wisely managing your financial future.
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.
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.
Check out what Brightworth advisors and planners have to say about wisely managing your financial future.
Eposode 3 of Retiring Well with Charlie Jordan is Afraid to Spend in Retirement? You're Not Alone
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
The second episode of Taking Stock with Lisa Brown is Losing your 6-figure Job?
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.
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?