Be WELLthy Blog

Why the Advisor Shortage is Really a Talent Opportunity

By Jeri Andrews | Oct 26, 2025 |

The wealth management industry is shifting, and client expectations are rising. Firms face the challenge of attracting and retaining talent.

October 22, 2025 |

Brighton Jones welcomes Jessica Andrews as General Manager of Lenora Family Office, Multi-Family Office and Impact.

October 20, 2025 |

Too much wealth in one stock can hold you back. Tax-aware approaches help manage concentration and support long-term financial planning.

October 15, 2025 |

Divorce impacts finances, emotions, and career. Learn how expert planning and support can help you thrive through this transition.

October 13, 2025 |

Learn how to save, budget, and build confidence with financial strategies that empower young adults, especially women.

October 08, 2025 |

Our Q3 update reviews recent investment performance, answers common client questions, and highlights the themes shaping the markets.

October 06, 2025 |

Living in a high-tax state and taking big deductions sometimes triggers AMT. Plan ahead to minimize its impact.

September 29, 2025 |

Managing finances for the sandwich generation includes balancing kids’ needs, aging parents’ care, and your own retirement security.

September 22, 2025 |

Manage MAGI to reduce Medicare IRMAA surcharges. Smart strategies for income, retirement, and tax planning in retirement.

September 17, 2025 |

Plan to manage new expenses, rebuild savings, and maximize benefits for long-term financial success when you return to work.