Insights & News

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Investment Commentary - Third Quarter 2017

• S&P 500 rose for 11th consecutive month
• Investor optimism reaches record levels
• Federal Reserve begins balance sheet normalization
• Economy continues steady growth

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How to Manage Financial Matters Before Getting Married Late in Life

Is love on your mind? Brightworth’s Annika Cushnie was quoted in this US News & World Report article on making smart financial decisions if marrying later in life.

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Kids Leaving Home? How New Empty Nesters Can Save, Invest

Whether your kids are off to college or to kindergarten, becoming an empty nester could free up a big chunk of money for parents. Lisa Brown, Brightworth wealth advisor and partner, shares valuable tips on Kiplinger.com.

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Now that you're finally retired, don't be afraid to spend money

Many people who have saved millions of dollars to retire comfortably are now scared to spend it. Brightworth’s Charlie Jordan shares steps to wise spending in retirement on CNBC.com.

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Market gains signal time for caution

On ajc.com, Mike DeWitt, Brightworth partner and wealth advisor, shares thoughts on why now is a good time to assess your investment strategy and make any needed adjustments.

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11 Smart Moves to Make Your Money Last in Retirement

The most telling years of your retirement are the five before you leave the 9-to-5 world, and the five after. Kiplinger.com asked credentialed financial advisers and attorneys, including Brightworth’s Lisa Brown, for their thoughts on ways to make your money last in retirement.

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Rethink These 3 Financial Strategies Every Decade (or sooner!)

On Kiplinger.com, Brightworth’s Lisa Brown shares how financial decisions should never be set in stone. You need to rethink these three plans you made years ago because you could be in a very different place now

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Brightworth Adds McGill Advisors

Brightworth today announced that McGill Advisors, Inc., a Charlotte-based investment advisory firm, will become a division of the Atlanta wealth management firm.

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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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