Bright Ideas

Choosing the right advisor

As the saying goes, "When times are good, anyone can make money." In the tenth year of the bull market following the Great Recession, markets are at or near all-time highs, but recent volatility has some investors uncertain on where the markets will go from here. Many are re-evaluating their relationship with their financial advisor to ensure that they are in good hands.

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Bright Ideas

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

man doing taxes with calculator and laptop

Ready or not, tax season is here! Watch as wealth advisor Bud Boland talks with Fox 5 Atlanta about what you need to know about the differences in tax season this year due to COVID-19. 

time and money coins and a clock

There is perhaps no more widely used phrase in the investment world than…you can’t time the market. This warning has been a hallmark of Wall Street lore for as long as public markets have existed and has been ingrained into the thinking of nearly every investor from the first day they begin investing.

woman worried about bills and budget

If you are worried that your executive compensation may not meet your expectations in 2021, it’s best to prepare for the worst now. Here’s how.

Brightworth has been monitoring the developments in the recent cyberattack linked to the SolarWinds Orion platform. We are dedicated to maintaining the security of your data and of our systems and want to share the status of our investigation into this widespread attack.

As 2020 has come to a close, we can’t help but reflect on what is sure to go down as one of the most unpredictable years the financial markets have ever seen.  The pandemic that rocked the entire globe in the first quarter has changed the world forever, with the end results still very much up in the air.

diet plate

Here’s a New Year’s resolution that will stick, get in the best financial shape of your life! Wealth advisor Patricia Sklar has created this easy and effective financial workout everyone should try.  

Bright Blog

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

 

10 ON Mon, 11/02/2020 - 15:49

taking stock with lisa brown podcast

Your financial well-being isn't all about the numbers, or even about the markets. Much of it is about how you react to the markets and the news around you.

11 ON Wed, 10/21/2020 - 16:11

Two significant challenges of the Covid-19 reality are a loss of personal connections and a real burden on charitable organizations to meet the increasing needs of people around the world. We are all learning how to adapt to a more virtual world in building and investing in relationships.

11 ON Fri, 09/11/2020 - 14:44

For those planning for retirement, the events of 2020 have been especially worrisome and disruptive. We can't control pandemics, market fluctuations, or social unrest. But, we can focus on the blocking and tackling of retirement planning. Here are the three drills you can run...

354 ON Fri, 09/11/2020 - 14:12

They’re back!! It may be hard to believe but unfettered excitement over investing in technology stocks has returned with a vengeance. It feels like a lifetime ago – actually, barely five months – when fear swept through the financial markets as the Covid-19 global pandemic sent the world economy into an abyss.

10 ON Thu, 08/27/2020 - 13:53

The latest episode of Taking Stock with Lisa Brown is Is Now the Time to Dial Down Risk?

10 ON Fri, 08/14/2020 - 11:51

The latest episode of Taking Stock with Lisa Brown is Can You Be Picky Before Accepting That New Job?

11 ON Mon, 08/10/2020 - 23:28

father and son

While ensuring your documents and your household are in order is a critical step, it's only one part in the process of "finishing well." A fruitful and often ignored step is engaging in conversations with our family and friends about our thoughts and wishes for our living and dying.

90 ON Fri, 08/07/2020 - 14:33

After checking your medical plan, getting supplies, padding your bank account, getting an estate plan in order, and deciding if you will return to work and how you will handle childcare, you may be asking, “Am I all set?” “Is it smooth sailing from here on out?” Not quite!

11 ON Fri, 07/17/2020 - 13:41

One thing that has become abundantly clear through the pandemic is the fundamental role of technology in our lives. Technology has helped to bridge some of the gaps between us, our loved ones, and our communities.

90 ON Thu, 07/09/2020 - 12:30

The decision of whether to return to work and setting up an estate plan are two of the most important financial decisions a parent needs to make. Patricia Sklar discusses both topics in this article.

10 ON Wed, 07/08/2020 - 15:58

Episode 13 of Taking Stock with Lisa Brown is Charitable Giving in Up and Down Markets.

10 ON Wed, 07/01/2020 - 13:15

Episode 12 of Taking Stock with Lisa Brown is Downsized During the Pandemic and Losing Your 6-Figure Job.