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Crypto Considerations

by Barry Brindise, Financial Planning Director, Brightwater Advisory If you have been watching the news recently, you have heard the words, “Bitcoin”, “Blockchain”, and “Crypto Currency”.  As a result, we wanted to share the following information with our clients to help answer questions you may have about these investment vehicles and their growing popularity. What

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Spreading Out

We sent a letter to clients in January and I am sharing an edited version in which I would like to cover the following items in this note – Markets & Portfolios – added small companies; some core metrics Planning – “Donor Advised Fund” for strategic philanthropic giving and tax planning Further Reading Markets and

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Donor Advised Funds

We have had increasing questions and interest from clients for Donor Advised Funds and we continue to be intrigued with their possibilities in financial planning, tax planning, life planning and practicing generosity.  The following is an excerpt from our fourth quarter Brightwater Advisory Client Letter describing DAF’s and how they work: There are plenty of

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Four Truths of Investing – Client Letter

Life has been unnatural and shows no signs of lifting for the foreseeable future, at least in Florida.  I want to cover the following items in this letter – Four truths of investing Know thyself Certainty of technology Role of stocks What we at Brightwater have been doing Housekeeping Health My Morningstar Advisory Board meeting

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Crypto Considerations

by Barry Brindise, Financial Planning Director, Brightwater Advisory If you have been watching the news recently, you have heard the words, “Bitcoin”, “Blockchain”, and “Crypto Currency”.  As a result, we wanted to share the following information with our clients to help answer questions you may have about these investment vehicles and their growing popularity. What is crypto currency? Most “Crypto currencies” rely upon a technology called blockchain.  Blockchain is a decentralized technology that utilizes multiple networks to manage and record digital

Read More »
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Spreading Out

We sent a letter to clients in January and I am sharing an edited version in which I would like to cover the following items in this note – Markets & Portfolios – added small companies; some core metrics Planning – “Donor Advised Fund” for strategic philanthropic giving and tax planning Further Reading Markets and Portfolios I learned a long time ago that there is always something to worry about in the stock market, but for a lot of reasons, it

Read More »
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Donor Advised Funds

We have had increasing questions and interest from clients for Donor Advised Funds and we continue to be intrigued with their possibilities in financial planning, tax planning, life planning and practicing generosity.  The following is an excerpt from our fourth quarter Brightwater Advisory Client Letter describing DAF’s and how they work: There are plenty of ways to donate to charity and “Donor Advised Funds” are rapidly gaining in popularity as they have become much easier to administer.  Many custodians have created

Read More »
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Four Truths of Investing – Client Letter

Life has been unnatural and shows no signs of lifting for the foreseeable future, at least in Florida.  I want to cover the following items in this letter – Four truths of investing Know thyself Certainty of technology Role of stocks What we at Brightwater have been doing Housekeeping Health My Morningstar Advisory Board meeting in Chicago scheduled for June was shifted to a “virtual” setting, like many events in our lives.  They presented one of their new financial planning tools

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