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BrightPlan Recertified for Fiduciary Excellence (And Why You Should Care)

Achieving Goals

BrightPlan Recertified for Fiduciary Excellence (And Why You Should Care)

Dec 10, 2018 • 3 minute read

One of the first things I noticed when I started to work in this industry is how hard it is for the...

Stock Market Correction Update

Investing

Stock Market Correction Update

Dec 7, 2018 • 2 minute read

Stock markets have been choppy lately, with the S&P 500 off more than 10% from its highs. A decline...

The Key Ingredient to a Balanced Portfolio

Investing

The Key Ingredient to a Balanced Portfolio

Dec 5, 2018 • 4 minute read

When I’m not busy reviewing client investment portfolios or researching fund options, in my spare...

How Much Money to Put in Your Emergency Fund

Building Wealth

How Much Money to Put in Your Emergency Fund

Nov 6, 2018 • 4 minute read

Emergency funds. Everyone has heard of them, and most of us know we need to have cash ready for...

What You Need to Know About Estate Planning

Plan For Life

What You Need to Know About Estate Planning

Oct 15, 2018 • minute read

Developing and executing an estate plan is rarely at the top of anyone’s to-do list, but it’s one...

Our Advice in a Stock Market Swoon

Investing

Our Advice in a Stock Market Swoon

Oct 12, 2018 • 2 minute read

We know that when markets drop it can be hard to stomach. As our Co-Chief Investment Officer, Peter...

The Top Five Benefits of Investing in a 401(k)

Building Wealth

The Top Five Benefits of Investing in a 401(k)

Sep 26, 2018 • 4 minute read

On average, Social Security replaces around 40% of income for retirees, and even less for high...

Zestimate Your Home Value in BrightPlan

Plan For Life

Zestimate Your Home Value in BrightPlan

Sep 14, 2018 • 2 minute read

Your home is one of the biggest investments you’ll ever own, and that makes it a key part of your...

The Best Way to Repay Your Debt: Debt Snowball or Debt Avalanche?

Building Wealth

The Best Way to Repay Your Debt: Debt Snowball or Debt Avalanche?

Sep 6, 2018 • 5 minute read

There are usually two ways to get to where you’re going, right? One may be the direct route on the...

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