Be WELLthy Blog

Why Savvy Investors Avoid the Temptation of Trends

By Matt Howell, AIFA | May 24, 2022 |

Thematic investing—whether it’s in the newest company public offering or in some new sector of the market or some new technology—isn’t all it’s cracked up to be.

May 23, 2022 |

Climate-Tech Nonprofit Shares Business Skills for Good

Brighton Jones' PNW Environment Community Impact Circle and VertueLab aim to address clean water, climate justice, and more.

May 16, 2022 |

How to Compare Financial Advisor Fees

Learn whether flat fee or AUM-based models make more sense for the value you’re trying to get from your advisor.

May 13, 2022 |

What to Expect When You’re Expecting Returns

Portfolio diversification among and within asset classes can neutralize the unpredictable fortunes of individual companies, sectors, countries, and asset types.

May 09, 2022 |

Budgeting Exercises to Help your Kids Develop Smart Money Skills

“We all want to raise our children with good values—children who are the opposite of spoiled—yet, we often neglect to talk to our…

May 03, 2022 |

Defined Benefit Plans turn Your Savings into a Pension-Type Retirement

Before defined contribution plans such as 401(k)s became the favorite, defined benefit plans were the preferred retirement savings choice for employers.

April 21, 2022 |

How You can Help Teens Make Better Life and Money Choices

You’re invited to join Brighton Jones and CHOICES Education Group in volunteering to help boost financial literacy among middle school students.

April 19, 2022 |

Understanding the 1031 Exchange

How to save on taxes when selling investment properties with the 1031 Exchange, also known as a Like-Kind Exchange.

April 18, 2022 |

Philanthropists rally to support Ukraine

Philanthropists are mobilizing to support families affected by the war in Ukraine. Here's how you can help.

April 15, 2022 |

Investors’ 10 Most Common Mistakes

Explore the top 10 common misconceptions and mistakes about investing, how they happen, and how you can avoid them.