Bright Ideas

Bright Ideas

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

 

confused businessman looks out window

Have you felt confused about how to choose between a traditional or Roth 401(k)?

retired couple camping

Before you make money mistakes that could derail your retirement, consider these decisions that could help you save a significant amount of income over the course of your retirement.

As the world has been moving into the recovery phase of the Covid-19 global pandemic, economies and financial markets are adapting to a new reality. Supply chain disruptions are wreaking havoc with pricing. The employment picture is improving, but at an uneven pace.

family at 4th of july garden party

As you gather with friends and family this Fourth of July, remember what you are celebrating. Our nation is the land of the free and the home of the brave. Yet, I have found that people do not always give themselves enough freedom to pursue what truly makes them happy.

waiting to interview

Have you been contemplating a job switch, or have you already accepted a new job? Don’t forget to keep your finances on track after this big change.

woman at airport

We’ve spent the last year saving more money than usual while spending more time at home. Now that we’re venturing out again, how can we continue our healthy money-saving habits?

Our Blog

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

 

284 Fri, 03/26/2021 - 16:30

I love meeting new people. I should say, I love learning about new people. I like to explore their background, their current reality, and most importantly, what drives their daily actions. One of my favorite questions takes many forms. At its core … what is your code?

284 Tue, 12/01/2020 - 16:38

seniors stretching at home

As I’m writing this blog entry, it’s the week of Thanksgiving. Sure, this year is going to be different, but the principles of gratitude and community cannot be removed from this great American tradition.

284 Fri, 10/16/2020 - 09:54

Are you tired of the overly negative sentiment of today’s media? The nonstop negativity about the impact of the election outcome, Coronavirus, etc.? Fear sells, and as humans, we know how to use it to motivate our behaviors…welcome modern marketing. 

285 Tue, 10/13/2020 - 12:27

coronavirus market worries

What a wild and crazy year 2020 has been. The fortitude of most investors has already been tested multiple times, and with the election only a few weeks away, many will continue to have their blood pressure and risk tolerance tested. 

281 Tue, 10/13/2020 - 11:12

man looking at tablet

After every major stock market decline a handful of investors will start asking themselves why they didn’t sell after the market dropped around 10%? The logic appears so simple after the stock market drops 20% or more, right? 

281 Mon, 09/14/2020 - 10:58

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. 

27 Mon, 09/14/2020 - 10:41

As creatures of habit, it often takes an intense experience to shake us out of our routines and get us to examine how we are spending our lives. 

284 Wed, 09/09/2020 - 15:17

At the onset of the COVID-19 pandemic, I noticed an important shift in my life and in the lives of many around me. I struggled to appropriately articulate this feeling, but before March of 2020, I sometimes felt like the world was on a treadmill. 

395 Mon, 08/10/2020 - 16:13

As recent graduates from Virginia Tech and the University of Georgia, we have experienced the effects of Covid-19 firsthand through finishing our senior year online, in quarantine, and without any guidance as the world has not seen a pandemic this large in over a century. 

284 Thu, 07/30/2020 - 10:06

Seriously?  Why would anyone willingly choose to run UP a hill?  The sudden burst of extra effort, a shortened stride and quickened cadence, leaning forward with your breath and heart rate accelerating.  Why run hills when you can take an easier route, staying flat or avoiding running altogether? 

284 Fri, 07/17/2020 - 17:07

The year 2020 was touted to be the year of “clarity”. Yet instead of a fun cliché, we have experienced the opposite. Covid-19 has altered our daily lives in unprecedented ways, testing the daily habits, routines, and rhythms that are often the greatest source of our happiness and success.

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