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. 

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