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Be WELLthy Blog

Be Proactive: Tips for Securing Your Devices

Feb 22, 2018 |

Following the Equifax data breach last year, we outlined practical steps to ward off potential identity theft. With concerns about online security ever-present, we wanted to share…

February 15, 2018 |

A Case Study on Performance Chasing

While we can determine from the aggregate level data that the average investor fails to achieve benchmark-beating performance, it is impossible to determine…

February 14, 2018 |

Closing the Gap: Female Advisors Share Their Paths to Success

In our efforts to raise awareness and bring more women into this rewarding profession, we want to introduce you to an all-star lineup…

February 06, 2018 |

Adding Perspective to the Market Pullback

In the absence of major economic news or earnings announcements yesterday, the market pullback is presumed to reflect a continuation of last week’s…

January 26, 2018 |

Buyer Beware: The Allure vs. Reality of Active Management

With most academic research focusing on the challenge of selecting top-performing managers (in advance), a less talked-about but equally important factor in active…

January 25, 2018 |

What to Expect When You’re Expecting Returns, Part II

Over time, how much variance should we expect to see between the best and worst performing asset classes within a broadly diversified portfolio?

January 24, 2018 |

Meditation on the Job? Just Your Typical First Day at Brighton Jones

Brighton Jones is not your typical workplace—the energy is contagious and it is a breath of fresh air to work somewhere that values how you…

January 12, 2018 |

Is a Personal CFO Right for You?

As Personal CFOs, we work with clients to see the big picture—their total balance sheet and how everything works together. We also painstakingly…

January 12, 2018 |

Kid on the Way? Five Money Questions for First-Time Parents

Each day will bring a new set of uncertainties, many of which you will be woefully unprepared for, but we’ve put together a…

January 11, 2018 |

Bitcoin: It’s Probably Not What You Think It Is

Cryptocurrencies are more about ideology than technological advancement. To that end, we believe it is important for you, the investor, to consider your…