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Be WELLthy Blog

Estate Planning 101: What to Know and How to Get Started

By Mary Louden, JD, LLM | Sep 26, 2018 |

Putting an estate plan in place is an investment of time and money, but is well worth it to ensure that one’s wishes are carried out.

September 20, 2018 |

A Day in the Life: Brighton Jones Interns Reflect on Experience and Share Tips

The summer 2018 Brighton Jones internship class discuss their work and share insights they gained about the wealth management industry.

September 18, 2018 |

Why Three Months in Europe Made Me a Better Advisor

I realized that many of the lessons we learned on our trip are applicable to my role as financial advisor and counselor to…

September 18, 2018 |

Impact Investing: Using Your Portfolio for the Greater Good

If you harness the power of the capital markets and embrace a common mission, you can invest both for profit and for a positive societal…

August 23, 2018 |

When It Comes to Your Investment Portfolio, Mow Your Grass

Focus on three factors you can control: Why are you paying so many fees? Where have you invested your portfolio? What tax bracket…

August 20, 2018 |

Coaching and Investing Mindsets: What’s the Winning Formula?

Just as a coach would stand in front of their team, an investor stands in front of the market believing one of three…

August 16, 2018 |

In Good Hands: Q&A on Finding an Assisted Living Community Right for You

One of the biggest decisions facing people in retirement is selecting an assisted living community, a task made more difficult in the absence…

August 02, 2018 |

Reaching Financial Intimacy: Q&A on Overcoming Money Hurdles in Relationships

Manisha Thakor, CFP®, CFA offers her advice on how to tackle those tough financial conversations you’ve been putting off with your significant other.

July 26, 2018 |

In the News: Charles Brighton on Hedge Funds, Clients’ Emotional Wellbeing

Brighton Jones co-founder Charles Brighton spoke with Barron's about the evolution of hedge funds and our firm's focus on clients' emotional and social…

July 10, 2018 |

Brighton Jones Acquires Blueprint Capital Services

The acquisition signifies an innovative growth strategy for Brighton Jones, as the broader RIA industry has long been marked by growth via inorganic…