Insights

Guides & Resources

Explore white papers and our full library company-specific benefits explainers. This is our team’s best thinking on major planning topics.
New to investing? Start here.
Our go-to resources for everyone interested in investing. We believe unibased truths and clearly definined principles are the bedrock of smart decisions.
How We Invest and Why
The Thinking Behind Every Brighton Jones Portfolio
This guide explores a different starting point: your life. The goals you hope to achieve, the people you care about, the commitments you've made,…
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Raising Financially Savvy Kids: The Brighton Jones Guidebook for Parents
Teaching kids about money doesn't require perfect timing or expertise—just consistency and intention.
This guidebook walks you through foundational principles and provides practical, age-appropriate strategies to help your children develop confidence with money.
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2026 Tax Planning Guide
Take a step back to examine your goals, tax patterns, and earning situation.
Find the information needed to calculate your 2026 tax year liability, including the relevant tax schedules and context to help you understand what’s changed.
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Executive Compensation: Proactive Tax Planning to Maximize Your Wealth
Understanding your compensation package.
Your executive compensation is more than just a salary. This guide will help you optimize your total compensation package to reduce tax liabilities and…
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Blog

Everything from entry-level explainers to deep dive advice across the full spectrum of personal finance, plus Brighton Jones news, interesting stories, and more.
Why We Built Brighton Jones Trust Company
Sep 16, 2026 | 4 min read
Why We Built Brighton Jones Trust Company
Discover why Brighton Jones created Brighton Jones Trust Company, combining South Dakota trust expertise with a more personal approach.
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The Value of a Professional Trustee
Sep 16, 2026 | 8 min read
The Value of a Professional Trustee
Every trust has a trustee. It's one of the most important decisions you'll make in the trust planning process.
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Brighton Jones Appoints New Lead Advisors to Oversee San Diego and Fort Lauderdale Regions
Sep 15, 2026 | 3 min read
Brighton Jones Appoints New Lead Advisors to Oversee San Diego and Fort Lauderdale Regions
Brighton Jones welcomes Lead Advisors Garrett Newman and Christopher Budny to serve clients in San Diego and Fort Lauderdale.
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