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.

Learn more

What does fee-only mean?

Learn more

Bright Ideas

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

Dave Polstra

Congratulations to Brightworth’s co-founder and partner, Dave Polstra, who received the Greater Good Award from Georgia Planned Giving Council for 2020/2021! Dave has worked for more than 20 years with his clients to develop giving strategies to charities across metro Atlanta.

seniors do yoga in the park

As your life changes, your financial plan may change too. And that’s OK.

father walks daughter down the aisle

You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your kid’s future ex, here’s what you should do.

webinar at home

Lisa Brown is joined by wealth advisors Brett Covert and Patricia Sklar for a concise 30-minute presentation for working professionals who want to know if their 401(k) investment strategy is in good shape.

With the first quarter of 2021 behind us, the economy is in full-blown recovery mode. According to the Wall Street Journal, real (after inflation) GDP forecasts are for 6% growth by the end of the year. This would result in net growth of 2% over the past two years…during a pandemic!

Interest rates have been on the rise lately causing many investors to become increasingly nervous that the upward trend may have much further to go. 

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.