Be WELLthy Blog

With equity markets nearing bear market territory, investors may wonder if they (or their advisor) could have done something to anticipate such a…

Investors should not change a strategy they put in place during rational times when an unfavorable—yet inevitable—outcome eventually comes to pass.

The SECURE Act, broadly aimed at retirement security, introduces new provisions impacting both individual investors and employers overseeing 401(k) plans.

While dollar-cost averaging may not result in higher expected returns, it can offer peace of mind to those who fear making decisions that…

The causes you support likely fall into two major categories: charitable organizations or political ones. But when are you making tax-deductible donations?

For parents earmarking funds for a child’s college expenses, there are some changes you need to know prior to year-end for the Oregon…

Whether you are saving for retirement or just want to make smart decisions with your money, creating a financial plan is essential to…

The summer 2019 Brighton Jones interns discuss their work and share insights they gained about the wealth management industry.

Our Scottsdale team has compiled a brief guide on Arizona tax credits that encourage taxpayers to contribute to several charities and schools.