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Q1 2021 Newsletter

Published April 1, 2021 10646 Views

Q1 2021 Newsletter
Happy Spring! We have moved our clocks ahead, the days are getting longer, the weather is feeling warmer, and the vaccine rollout is continuing. It is hard to believe the pandemic has been in full effect for a year. Thankfully, the light at the end of the tunnel seems to be coming closer. We appreci...

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The Pandemic Ignited a Housing Boom—but It’s Different from the Last One. Two perspectives on the current state of the residential housing market.

Published March 24, 2021 8492 Views

We recently came across a relevant article from the Wall Street Journal on the current state of residential housing in the US. We included it here and wanted to give you our thoughts, commentary, and perspective on the market as we see it. Anthony Lamacchia, a broker and owner of a real-estate co...

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Emotionally Preparing for Retirement

Published February 19, 2021 7290 Views

Emotionally Preparing for Retirement
Retirement paves the way to a new and exciting chapter of our lives. Like popping the cork from a long-awaited champagne bottle, this is the moment of relief when, for the first time ever, we now have ample time to travel the world, take up new hobbies, and scratch whatever itch we’ve been ignoring....

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Monthly Minutes 11.31.20

Published December 31, 2020 6372 Views

Monthly Minutes 11.31.20
We’re entering the holiday season, and starting with Thanksgiving, expressing gratitude is a year-end tradition. This year, it may seem like it’s a little more difficult to be grateful, but it’s worth it—for your health and your finances—to practice gratitude.  A positive outlook is a key ingredi...

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Monthly Minutes 9.1.20

Published December 31, 2020 6018 Views

Monthly Minutes 9.1.20
2020 continues to bring the unexpected, particularly with the markets. The longest economic expansion quickly followed by the shortest downturn, and now, the fastest return to almost record market highs.  At the same time, election season has swung into high gear, and you are likely hearing econo...

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Thanksgiving Wishes

Published November 25, 2020 5781 Views

  Thanksgiving Wishes – Brighton Securities would like to reach out to all our partners, clients and members of each of the communities we serve and let each of you know how thankful and appreciative we are for the environment you have created which allows Brighton Securities to be what it is...

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Wade Group October Newsletter - Election Edition

Published October 1, 2020 12245 Views

Wade Group October Newsletter - Election Edition
You may feel very strongly about who will occupy The White House for the next four years, but when it comes to your investments and portfolio returns, history has shown it hasn’t mattered nearly as much as we’d think. As we enter the final quarter of 2020, the Presidential election looms in our futu...

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Retirees on Required Distributions: Upcoming Repayment Deadline

Published July 17, 2020 4676 Views

Tax Day deadline was Wednesday, July 15th, but there’s another important upcoming deadline you should be aware of. The deadline for anyone who wishes to return money taken out of retirement accounts in 2020 is Aug. 31st. Since March’s CARES Act, for 2020, required minimum distributions, or RMDs,...

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July 15 Tax Deadline For 2019 Returns And 2020 Estimates: Save For Retirement & Save On Taxes

Published July 13, 2020 4874 Views

What does this mean for you? You may be able to lessen your tax burden.  Millions who are receiving tax bills on July 15 can lessen their tax burden by saving for retirement. This past March, the IRS clarified that the deadline for making Individual Retirement Account and Health Savings Accoun...

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5 Financial Mistakes Made During Divorce

Published July 9, 2020 4847 Views

How can you achieve a better financial resolution after divorce? Here are five common mistakes to avoid: Waiting to Consult a Financial Expert You need to have a comprehensive understanding your assets, including tax consequences, earning power, transaction costs and liquidity challenge...

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