Jeffrey A. Harrell, CFA | Director of Portfolio Management
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.
What does fee-only mean?
Read what Brightworth advisors and planners have to say about wisely managing your financial future.
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.
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.
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.
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.
Check out what Brightworth advisors and planners have to say about wisely managing your financial future.
The third episode of Taking Stock with Lisa Brown is Buying Your Dream Home?
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?
Our clients often ask “How much do I need to save this year to be on track for retirement?” Obviously, there are a lot of variables that go into answering that question: retirement spending, assumed rate of return, pensions and Social Security to name a few. But perhaps the most important variable is the one that’s priceless: time. People with the most time on their side are those most likely to achieve their retirement goals. Those who save early end up way ahead of their procrastinating peers.
So, your taxes are either filed or extended. How did you fare with the new tax law? Much has been written about the impact of the new federal tax law on allowable itemized deductions. Between the increased standard deduction and major changes to popular areas such as state and local taxes (SALT) and miscellaneous itemized deductions, many taxpayers are finding limited options for reducing their taxable income.
Are you considering leaving your job to be a stay-at-home parent? If you’re a little older, how about going back to school for a new degree or retiring earlier than your spouse?
Whatever the reason a working couple is considering going from two incomes to one, this decision can sometimes be overwhelming and even frightening. However, like many major events, anyone can sail through this transition with proper planning and be glad they made the change.
As mentioned in Part 1, most business owners will leave substantial dollars on the table when they sell their business, and less than one-third of business owners will be able to successfully transition out of their business.
If you’re a business owner, you’ve likely spent years, possibly decades, building your business. No doubt you’ve poured your heart, soul and much of your finances into making your business successful. Unfortunately, if you’re like most business owners, you probably haven’t spent much time planning to capture the value you’ve created in your business.