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Insights & News

Review the latest from our wealth management advisors

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4 End-of-the-Year Tax-Savings Tasks to Complete Before Thanksgiving

Waiting until December to save money on 2017 taxes can present several obstacles. Lisa Brown shares four important tax savings tips on Kiplinger.com.

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Widows with wealth: Managing money after losing a spouse

Brightworth’s Charlie Jordan shares a four-point action plan includes taking inventory, prioritizing, holding off on big decisions and developing and implementing a financial blueprint.

 

A Retirement-Withdrawal Strategy for Millionaires

Brightworth’s Lisa Brown shares with Kiplinger.com how the way in which you tap your assets can have long-term tax consequences for you and for your heirs.

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Video Perspectives

Insights from our wealth management advisors

  • 2016 Highlights and Review
    January 20, 2017
  • How does President Trump Impact our Investment Thinking?
    January 20, 2017
  • Starting Conditions Matter - Reagan vs. Trump
    January 20, 2017
  • Investing in the Current Market Environment
    January 20, 2017
  • Europe, Brexit and European Banks
    July 27, 2016
  • 2016 Investment Summit: Brightworth's Investment Process
    January 21, 2016