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.
As the end of 2018 draws near, many Brightworth clients will begin considering giving money to their favorite charities and nonprofit organizations. But recent changes to the federal tax laws have the potential to dramatically alter those plans. So, I wanted to lay out a potential strategy now for people to consider implementing before December 31.
As the U.S. equity market gets set to conclude its worst October performance since the financial crisis, it’s natural for people to wonder if their investments are well positioned. This is a typical reaction when prices swing sharply – such as the Dow rising and falling hundreds of points, often in the same day.
Every business has its jargon, and we financial professionals are no exception. But have no fear, I will help you understand what we’re saying. Here are a few terms you may want to know...
A blank calendar filled with nothing but free time can be every bit as stressful as a packed work week. Here are some ideas for creating a new retirement schedule that will keep you growing, learning, experiencing new things, and making meaningful connections with your community.
According to a recent report, Georgia lost its crown spot as #1 for feature films being made…well for 2017. But we only lost to Canada (an entire country), and we remained ahead of LA (well actually both LA’s: Hollywood and Louisiana).
Running out of money in retirement is one of the biggest fears many people face. In this brief video, Brightworth's Lisa Brown offers five tips to help protect yourself from such risk and ensure peace of mind as your enter this new phase of life.
It's been said that the only constant in life is change. In his Transitions video series, Brightworth's Charlie Jordan discusses the major transitions in life, their financial impact and how to navigate through these changes with clarity and peace of mind,
At some point in their lives, 90% of women will be solely responsible for their finances due to the loss of a spouse. This can prove to be a very frightnening time for women who have never been involved in their family's finances. In this brief video, Brightworth's Lisa Brown offers three financial tips to help married women get a handle on their money.