Insights & News

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Investment Commentary - Second Quarter 2017

At the midway point of 2017 investors can be encouraged by market gains thus far. All but four of thirty major global stock indexes have risen this year, boosted by a pickup in global growth and earnings.

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Four financial tips for Dad’s Day

On myajc.com, Brightworth’s Charlie Jordan shares some valuable tips for dads who want to look ahead to their family’s finances.

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Five reasons to consider a 529 college plan

On myajc.com, Brightworth’s Chase Mouchet explains five key features of 529 plans that every parent should consider as they balance their resources and goals for their children’s college education.

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Losing Your 6-Figure Job? Use These Financial Strategies to Come Out on Top

Losing your 6-figure job? Executives navigating layoffs and buyouts have some critical decisions to make. Lisa Brown, partner and wealth advisor at Brightworth, writes about some important steps to consider.

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Five smart financial moves for new parents

When you find out you’re going to have a baby there are so many things to do. But many parents-to-be don’t properly weigh the financial impact of a new child. Tom Presley, wealth adviser at Brightworth, shares five smart financial moves for new parents.

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High earners should consider a ‘back door’ Roth IRA

The April 18 tax-filing deadline is looming, and many high earners are seeking to save more money and cut their taxes. At CNBC.com, Brightworth’s Mike DeWitt shares a strategy that may save significant taxes in retirement.

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Investment Commentary - First Quarter 2017

The stock market began the year on a strong note, picking up where it left off last year.  As the quarter drew to a close, investor sentiment cooled momentarily when the Trump administration failed to pass its first big policy item, the repeal and replacement of the Affordable Care Act.

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How retirement options figure into upcoming Tax Day deadline

It's tax time. Chase Mouchet, Senior Financial Planner at Brightworth, shares some ways to work toward your retirement goals while cutting your tax bill.

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