Bright Ideas

Read what Brightworth advisors and planners have to say about wisely managing your financial future.

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The market was hot in 2019, but investors shouldn't count on a repeat performance going forward. Lisa Brown shares four smart moves to position yourself well in 2020.

Josh Monroe reminds us that it's time to set financially healthy goals for the year. You'll be glad you did.

The market is off to a good start this year. The Brightworth team is pleased to share our 2020 Investment Commentary videos. In these brief videos, Brightworth’s Chief Investment Officer, Don Wilson, and Director of Portfolio Management, Jeff Harrell, look ahead to some of the major topics for 2020:

Where are financial markets headed in 2020? If you ask the major Wall Street firms, you will get the same answer you always get. Most are predicting mid to high single digit gains with a few outliers on both sides, which is pretty much the same story every year. As we recap 2019 and discuss where we might be headed in 2020, our advice is to ignore these predictions. Instead, focus on your own long-term goals when it comes to making investment decisions.

When you think about holiday family gatherings with your adult children, you probably picture gifts and turkey with all the trimmings. But Lisa Brown reminds us that between bites, it's also a good time to share your wishes and discuss your estate plan.

Even if time's too short to take full advantage of some of these moves this year, Ryan Halpern recommends six steps that can help you save tax dollars and improve your financial well-being in 2020.

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