Two Crazy Investment Mistakes People Are Making Right Now
Release Date: 10/30/2020
Tips for Filing Your 2020 Taxes
Taking Stock with Lisa Brown
Just when you thought 2020 was in the rear-view mirror... it's tax time! Lisa talks with CPA Doug Neal, Tax Principal at Windham Brannon, about steps you can still take to minimize your tax obligation.
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Legal Documents for Young Kids
Taking Stock with Lisa Brown
You think a long weekend while the kids are with the grandparents should be relaxing, right? You're right, but what if something goes wrong? Lisa is joined by Mark D. Brandenburg of The Brandenburg Estate Planning Law Firm to discuss some simple steps you can take to be prepared.
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Two Crazy Investment Mistakes People Are Making Right Now
Taking Stock with Lisa Brown
Your financial well-being isn't all about the numbers, or even about the markets. Much of it is about how you react to the markets and the news around you. Lisa talks with Jeff Harrell, CFA, who is Director of Portfolio Management at McGill Advisors, a division of Brightworth, about common mistakes people make.
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Is Now the Time to Dial Down Risk?
Taking Stock with Lisa Brown
The stock market’s stunning turn of recent events could present a golden opportunity to rebalance your portfolio. Lisa talks with Herman Freitag, CFP® about finding your individual "sweet spot" that balances return and risk.
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Charitable Giving in Up and Down Markets
Taking Stock with Lisa Brown
If you'd like to make a sizable donation to a charity or charities, that's great. But did you know that there are smart ways to do it that maximize the benefit to both the charity and yourself? Lisa is joined by Wealth Advisor Chase Mouchet to look at ways to make the most of your giving.
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Downsized During the Pandemic and Losing Your 6-Figure Job
Taking Stock with Lisa Brown
If you have lost, or think you may lose your job, you're not alone. What are some of your next steps to make the best of a difficult time? James Swartz, Managing Partner, Tatum, and Brian McNeill, Senior VP, Challenger, Gray & Christmas join Lisa to discuss.
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Can You Be Picky Before Accepting That New Job?
Taking Stock with Lisa Brown
Amid economic uncertainty, you might feel you need to take any job that comes along. But is that really in your best interest? Lisa discusses the best way to consider that new job with Patricia D. Sklar, CPA, CFA, CFP®, a Wealth Advisor at Brightworth.
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7 Ways to Sabotage Your Financial Future
Taking Stock with Lisa Brown
Why would anyone sabotage their own future? It’s not typically a conscious decision, but the product of focusing on short-term gains instead of long-term results. Lisa talks with Josh Monroe, an Associate Wealth Advisor at Brightworth, on the top money mistakes people make - and how to avoid them.
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The Real Estate Market Amidst the Pandemic
Taking Stock with Lisa Brown
Today Lisa is joined by Evia Golde, Attorney and Realtor® , and Katina Asbell, Associate Broker and Luxury Realtor®, both from Real Living Capital City. They discuss the impact of the coronavirus pandemic on the real estate market, and what they share just may surprise you.
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Protecting Your Assets From Hackers
Taking Stock with Lisa Brown
We all read the headlines about data breaches and hackers, but what does it mean, and what can we do to protect ourselves? Lisa talks with Geoff Bernard, Brightworth Senior Systems Analyst, about current dangers, mistakes he's witnessed, and steps to make yourself less vulnerable.
info_outlineYour financial well-being isn't all about the numbers, or even about the markets. Much of it is about how you react to the markets and the news around you. Lisa talks with Jeff Harrell, CFA, who is Director of Portfolio Management at McGill Advisors, a division of Brightworth, about common mistakes people make.