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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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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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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4 key financial tips for all high school grads

Brightworth Wealth Advisor Mike DeWitt shares with CNBC ways to get a good start on becoming financially secure by making just a few smart financial decisions right now.

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Changes you can make in your 50's to get ready for retirement

Brightworth Wealth Advisor and Partner Lisa Brown talks with Fox 5 about changes you can make in your 50's to get ready for retirement.

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Do you know anyone receiving a severance package from The Coca-Cola Company?

If so, now is the time to get their finances in order.

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