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Webinars

Our series of interactive and on-demand events covers topics to help you master
the world of personal finance.
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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.
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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.
Giving Smarter: A Guide to Charitable Giving Strategies for Nonprofits and Donors
Oct 05, 2026 | 14 min read
Giving Smarter: A Guide to Charitable Giving Strategies for Nonprofits and Donors
How you give can matter as much as what you give. See 8 charitable giving strategies for 2026, from donor-advised funds to remainder trusts.
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The Estate Planning Family Conversations Documents Can’t Have
Sep 28, 2026 | 12 min read
The Estate Planning Family Conversations Documents Can’t Have
Estate documents say who inherits what, not why. See how estate planning family conversations and a Personal CFO approach help fill the gap.
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What Inherited Documents Don’t Tell You
Sep 21, 2026 | 13 min read
What Inherited Documents Don’t Tell You
Inherited documents don't tell you how to settle an estate. An advisor shares what her family learned, from digital access to executor duties.
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