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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What does fee-only mean?

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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.

 

Mon, 05/13/2019 - 13:08

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.

Author uid: 11
Fri, 05/10/2019 - 08:30

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.

 

Author uid: 380
Wed, 05/08/2019 - 11:28

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.

Author uid: 12
Wed, 05/08/2019 - 11:26

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. 

Author uid: 12
Tue, 04/30/2019 - 14:14

I hate this cliché, but it kind of fits…Rome wasn’t built in a day. Your goals don’t have to be accomplished in day, or even a year. The important thing is to set goals, make progress and keep at it. Doing nothing will not produce results. As Mark Twain famously said, “The secret of getting ahead is getting started.”

Author uid: 90
Fri, 04/05/2019 - 12:21

What did your parents teach you about money growing up? Was money an open conversation in your family or a taboo topic? Regardless of their intentions, each of our parents taught us something about money. Here are some tips for how to purposefully teach your young children about money and make it fun!

Author uid: 380
Tue, 02/26/2019 - 11:51

It’s been 10 years since the last bear market, commonly defined as a sustained decline of 20 percent or more. We experienced a significant correction late last year, with stock dropping almost, but not quite 20 percent. Equity prices have since staged an impressive recovery so far this year. While we don’t know if the next bear market is right around the corner or a long time away, to successfully navigate the next one and keep their investment strategy intact, investors need to know three things...

Author uid: 15
Tue, 02/26/2019 - 11:33

Investors know stocks often stumble during economic recessions, so it’s no surprise we are frequently asked if a US recession is likely in 2019. The good news is that the economy is expected to continue to grow this year, making it the longest economic expansion in US history.

Author uid: 354
Tue, 02/26/2019 - 11:21

Despite the continuing buzz about slowing economic growth in 2019, most economists are not predicting a US recession this year. In fact, for long-term investors, there are plenty of reasons to be optimistic. Here are six potential surprises that should give investors a respite from some of the dire predictions and help guide your investment decisions this year:

Author uid: 86
Thu, 02/14/2019 - 11:07

A very common statement I’ve heard from my clients over the years when discussing retirement goes something like this: “I don’t want to just stop working. I would go crazy.”

 
Author uid: 11
Tue, 01/29/2019 - 10:30

Last month, it appeared that Scrooge, the Grinch, and the Wet Bandits from the movie “Home Alone” were conniving to steal Christmas from investors.

Author uid: 354
Tue, 01/29/2019 - 09:34

Many of my clients nearing retirement talk a lot about life after work. But do you know what they often worry about most? Not just money – but how to wisely use their time, talent, influence, AND money in their retirement years.

Author uid: 11