As we close out 2021, the landscape of the financial markets is one of the most unique in history. Never before have we seen a period of unbridled bullish investor sentiment, record earnings, and stock market all-time highs, coupled with job market dysfunction, massive supply chain disruptions, and unprecedented fiscal and monetary stimulus.
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.
What does fee-only mean?
Read what Brightworth advisors and planners have to say about wisely managing your financial future.
Do you wish you had started working with a financial advisor sooner?
After a tragedy, your world seems upside-down. Are you making mistakes that might compound a bad situation?
Executives need to be prepared for the tax bills that come with earning stock awards and bonuses. These tips can help you handle a tax bill surprise.
Adult children will eventually need to know about their parents’ finances in case of emergency. This list of 9 questions can help you talk to your aging parents about money.
Check out what Brightworth advisors and planners have to say about wisely managing your financial future.
Having been in the business world for over 40 years now and having experienced several (let’s not count!) economic and stock market upheavals, a quote often attributed to Mark Twain (aka Samuel Clemens) comes to mind: “History doesn’t repeat itself, but it often rhymes”.
During the COVID-19 pandemic, many people want to stretch the impact of their dollars for their families while continuing to help others. Even during a downturn, donating stock may be one way to achieve that goal and support the nonprofits that are tirelessly serving our communities during this time of urgent need.
In our personal and professional lives, we are continually learning about one another, subtly adjusting our behavior as we understand ourselves and understand others in order to get along,enjoy being together and become more effective. While every day is different, we generally know each other’s habits and reactions in most situations. In other words, normal behavior.
Few of us had heard the phrase “social distancing” at the beginning of the year. But now, maintaining safe, hygienic spaces that help limit the spread of the coronavirus is part of our lives. I hope this is short-lived, but in the meantime, we should do everything we can to thrive during this time.
As we all watch the latest news about the coronavirus, it’s easy to be scared about our physical and financial health. Some people may not leave their homes or allow children and grandchildren to play with others. Others, worried about a recession or financial meltdown, may be making major changes to their finances or investment accounts.
Whether growing or floundering, every organization reflects the individuals and leadership of which it is made. At the same time, from top to bottom, from vision to execution, each individual evolves and becomes what they strive for as they reach their individual goals.
One life event more than any other marks a turning point for how seriously families consider their finances: having a baby. New babies bring new life challenges, with financial repercussions that can stretch into retirement.
Bonus checks will begin arriving during the next few weeks for millions of corporate executives and managers countrywide. While most people have anticipated this cash windfall, too many don’t have a clear plan on how to best save, invest and spend this money.
“What is your unique ability?” It’s an executive coaching question that gets asked a lot. Questions like these are valuable because few of us take the time to ask and answer that question ourselves and leverage the answer.
Believe it or not, we are nearly two full months into 2020! How are those New Year's resolutions going? If you are like most of us, you have a goal of improving your health in some way this year. In case your motivation is waning, let me give you one more reason to focus today: your retirement years.
We all read the headlines about data breaches and hackers, but what does it mean, and what can we do to protect ourselves? Lisa talks with Geoff Bernard, Brightworth Senior Systems Analyst, about current dangers, mistakes he's witnessed, and steps to make yourself less vulnerable.