Bright Ideas

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


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.  New industries have literally been created overnight, while others have likely seen their fate sealed through no fault of their own.  The year 2020 will serve as a reminder to always be prepared for the unexpected.

coranavirus vaccine and financial market

Despite the dire warnings of many in the media that a contested presidential election would cause mass upheaval in financial markets, relative calm has ensued. Following the election, the S&P 500 has staged a sharp rally, despite the continued uncertainty surrounding the political fallout of the results. 

benjamins in the grass

Curious about adding high-yield bonds to your portfolio? This asset class might deserve a spot. Wealth advisor Jeff Harrell shares the advice that he gave his clients at the start of the pandemic.

hand reaching from computer screen

The holiday season is in full swing not only for shopping, but for cyber-criminals too. We’ve begun the busiest online shopping season, and the bad guys are planning to get rich with your money. So, here are this year's Top 10 Holiday Cybersecurity Alert Tips. 

family celebration in kitchen

The end of 2020 is in sight, but there is still plenty of time left to make a number of financial moves that will help improve your retirement savings, reduce your tax bill and benefit your community.

retired couple checking bank statements

Has the impact of the Coronavirus pandemic this year had you re-thinking your retirement strategy? This may be the time to conduct a financial stress test.

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