ARTICLES / WHITEPAPERS
-
Investment Commentary: Fourth Quarter 2011
-
Have a Plan for Your Non-Qualified Deferred Compensation
These plans offer a tremendous opportunity to highly compensated executives, but the conditions must be right before participating in your employer’s plan makes sense.
-
Putting Your Trust in a Trust
The decision to place assets in a trust can have a big impact on your family’s wealth and the enjoyment of that wealth for many years.
-
GDP - Not All It's Cracked Up to Be
This article will explore how the United States measures economic growth, the shortcomings when using GDP to measure economic strength, and whether it should matter to anyone who is not an economist.
-
Thirty Years of Insight
Reflections on lessons learned from 30 years of experience in wealth management.
-
Canada's Redemptive Decade - Lessons for the United States
In spite of decades of debt, Canada is in better fiscal condition than most other developed countries. How did Canada do it, and what can the United States learn from our northern neighbor’s experiences?
-
Investment Commentary: Third Quarter 2011
-
Perspectives on Philanthropy - Part 1
The first step when developing a charitable giving plan is deciding how much you can give.
-
Taking the Helm When Life Takes a Turn
The importance of developing your personal succession plan.
-
High Profile, High Lifestyle - Avoid Becoming a Financial Train Wreck
Tips to avoid the pitfalls of accumulating sudden wealth.
-
The Natural Gas Revolution
How George Mitchell revolutionized the natural gas industry and dramatically improved the U.S. energy outlook.
-
Tocqueville Got It Right – Quality Matters: Perplexities of China, Part 2
A look at the qualitative factors that will shape the future in China.
-
Investment Commentary: Second Quarter 2011
-
Stuck in a Trust
Delegating the administrative and investment functions of your trust is key for flexibility.
-
Restricted Stock Plans: Don't Restrict Your Opportunity
Basic planning for your restricted stock awards.
-
Knowing Your Options
The tax considerations of your employee stock options.
-
Partner: Are You Saving For Your Future?
The prudent mind-set needed for partners to maintain their lifestyle beyond the high-income-earning years.
-
The Conversation
Early and frequent communication can make moving to assisted living easier on everyone.
-
An Old "New Story" Draws Closer to the Climax: Perplexities of China, Part I
A look at China's growing economy in contrast to that of the U.S.
-
Investment Commentary: First Quarter 2011
-
Life ... Version 2.0
Strategic planning for life's second half.
-
Economic and Investment Implications of the Tax Compromise
How lower taxes from the tax compromise will impact the markets and consumers now and in the future.
-
The Next 100 Years
An interesting historical geopolitical perspective on the next 100 years from the book written by George Friedman.
-
Lessons from Losing
The similarities between setting personal fitness goals and financial ones.
-
The More Things Change, the More They Stay the Same ... For Now
The implications of the "Bush Tax Cuts" extension.
-
Be Smart About Selecting a Financial Advisor
The key questions you should be asking a financial advisor before you hire him/her.
-
The Probable, the Possible and the Likely
A discussion of what could possibly go wrong versus what will probably go right with the U.S. economic recovery and stock market.
-
Pay Attention at Open Enrollment
Financial implications of the new health care act.
-
Implications of the Presidential Cycle
The election cycle and how it's various phases have historically impacted the U.S. stock market.
-
Gaining From Proper Giving
How smart charitable giving can benefit you.
-
Let Them Paddle Their Own Canoe
A thoughtful perspective on enabling versus helping our children.
-
The Ultimate Driving Experience
Making time for memorable experiences.
-
When Buying Low is Actually Buying High
Knowing where we are in the interest rate cycle and how this affects bond investments is key.
-
Human Alpha vs. Portfolio Alpha
How you impact your excess returns.
-
Planning for Rising Income Taxes: What You Earn vs. What You Keep
Plan now to avoid paying more taxes later.
-
Margin of Safety, Expanded
Keeping enough liquidity and low volatile assets is necessary in up and down markets.
-
Alternative Investment Strategies
An overview of alternative investments and how they are used to reduce risk in a diversified portfolio.
-
Understanding the Estate Tax Repeal
Estate tax laws keep changing; your plan may need to as well.
-
Two More Real Estate "Gotchas" to Avoid
Liability protection and out-of-state ownership planning can reduce the unforeseen risks of your real estate holdings.
-
Dollar Difficulties
What factors impact the U.S. dollar and how this affects the stock market and U.S. economy.
-
The Dangers of Dabbling
Investments are not the place for the novice dabbler.
-
Unemployment in Uncharted Territory
How unemployment is measured and what it means to our economy.
-
Tax Planning Has Never Been More Important
Complex and changing tax laws ... plan now.
-
Fed Policy: What it is and How it Works
How the Fed plays a role in our economic lives.
-
Proaction After Reaction
Getting back into the stock market if you sold out during the recession.
-
Emerging Markets
Overseas opportunities for growth and investment returns.
-
A Thoughtful Exit to a Brighter Future
Critical framework for every business owner's decision on how to transition out of the business.
-
Serving on Non-Profit Boards: Are You Bolted or Nailed?
Protect yourself from liability when serving on a non-profit board.
-
Economic Data and the Disciplined Investor
How investors should respond to daily data overload.
-
Trust: The Most Precious of Commodities
Examining trust in today's complicated world.
-
Managing Income in Retirement: How Much is Enough to Retire?
First answer how much is enough, then it's ongoing cash flow and investment planning.
-
Time Arbitrage: A Powerful Edge for Investors
What is time arbitrage and how does it work?
-
Navigating Rough Waters: Market Cycles and Safe Withdrawal Rates
Understanding what the prudent withdrawal rate is from your investment portfolio is critical to success as a retiree.
-
Roth IRA Conversion: Now May be the Time
Special opportunities for Roth IRA conversions and whether they are right for you.
-
Investing in Commodities
Commodities: one alternative asset in a diversified portfolio.
-
China: After the Olympics
How the 2008 Olympics impacted China's path moving forward.
-
Pragmatism and Tax Policy
Growth, productivity, human nature and the income tax.
-
Beneficiary Designations Matter
Making sure that your beneficiary designations are coordinated with your estate plan is critical to successful wealth transfer.
-
Financial Planning in Divorce Situations
Proper planning for the unique financial challenges of a divorce can make a big difference in your finances going forward.
-
Managing Risk in an Era of Rising Wealth
Multiple levels of risk management in the Brightworth portfolio management process.
-
The Financially Confident Retiree
Finding confidence through a solid financial plan that takes into account the uncertainly we all face as investors.
-
How's Your Navigation System?
Setting a solid course on the road to financial success.
-
Beyond the Stock Option
Alternatives to the fading traditional stock option plans.
-
Crossing the Finish Line
The steps to take to achieve lifetime goals with financial planning and in other areas of life.
-
Business Acumen Starts at Home: Raising Financially Savvy Kids
Financial success must start early in life.
-
Building Bridges to Your Future
How starting now with building bridges to your future will enhance your experience when the time comes.
-
“Chicken Little” Investing was a Killer
Pessimism can be a costly long-term position.
-
G.R.A.Ts: Wealth Transfer For Business Owners
How GRATs work and why they are such a powerful tool for transferring a business.
-
Panning For Gold
Looking for nuggets of wisdom all around you.
-
Everyone Has a Personal Chief Financial Officer: How is Yours Doing?
A personal CFO integrates all aspects of your financial life. If you don't have one, it is you.
-
Growing Grapes Isn't Easy
Key fundamentals to growing grapes and a healthy investment portfolio.
-
Portfolio Tax Management Makes a Difference
The many steps we take to maximize the after-tax returns in your Brightworth investment portfolio.
-
Executive Retirement Planning: How Much Income Will I Need?
How to successfully plan for replacing the income you earn as an executive in retirement.
-
Yard Work and Investment Management
Trusting experienced professionals to do certain tasks, from yard maintenance to investing, can be more beneficial the doing them yourself.
-
Prosperity and Posterity
Some things are taught, caught and learned the hard way.
-
Perilous Times for Real Estate
Insights on the changing real estate market.
-
Investor Returns vs. Investment Returns
The success of a portfolio can be highly dependent upon investor behaviors.
-
Donor-Advised Funds Make Giving Easy and Effective
Donor-advised funds are an efficient charitable giving tool.
-
Enjoying Life's Strategic By-Products
The unexpected surprises that arise from setting and achieving goals in life enhance our life experience.
-
Planning Strategies for Large 401(k)s
Opportunities for tax savings and optimizing 401(k) rollovers.
-
Lessons Learned from Letting Go
Helping our children determine their own destiny as adults starts by letting them make their own decisions.
-
Wealth With Wisdom
Building, preserving and transferring wealth.
TELL A FRIEND ABOUT BRIGHTWORTH
