Higher Interest Rates Are a Good Thing
February 3, 2023
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February 3, 2023 by David Maddux, CEO | CIO We sent the following note to clients on January 25th. My note this time last year
We are a healthy fiduciary with over $200 million in client capital under management and will guide you through good times and bad. We are committed to managing your liquid assets through your own account that is connected to your personal, written investment plan.
We all have different seasons and we try to meet you where you are with a sense for what is likely to be coming next.
February 3, 2023 by David Maddux, CEO | CIO We sent the following note to clients on January 25th. My note this time last year
January 30, 2023 by Barry Brindise, Financial Planning Director, Brightwater Advisory Tax Loss Harvesting When it comes to investing in any type of asset, experiencing
January 30, 2023 by Barry Brindise, Financial Planning Director, Brightwater Advisory Yield to Maturity (YTM) and How to Think About Fixed Income Returns At Brightwater
The questions and concerns you have may be unique or normal for your season of life and circumstances.
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“Every client has something unique that should be acknowledged. By focusing on communication from the start, our clients are more likely to follow through on their plan.”
– David Maddux, Co-Founder
