Broker Check


Thursday, November 30, 2023

Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women are still more likely to serve as caretakers than men are, meaning they may accumulate less income and benefits...

Thursday, November 16, 2023

At our firm, we have the client - and only the client - in mind.

Thursday, November 9, 2023

When you are older, "and-a-half" birthdays start making a comeback. In fact, starting at age 50, several birthdays and "half-birthdays" are critical to understand because they have implications regarding your retirement income...

Thursday, November 2, 2023

Carve your name on hearts, not tombstones. A legacy is etched into the minds of others and the stories they share about you. - Shannon L. Alder

Thursday, October 26, 2023

Check out our FAQ page!

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Thursday, October 19, 2023

Investment firms have a client service feature that may be a benefit to certain investors. They will ask you whether you would like to provide the name and information of a trusted contact...

Thursday, October 12, 2023

Retire Happy! Download our free retirement book.

Thursday, October 5, 2023

At Bright Investments, we prioritize our fiduciary responsibility to our clients while investing in mid-to-large cap companies...

Thursday, September 28, 2023

The Annual Limits for Financial Planning serves as a useful guide for tax, retirement, healthcare, and education limits.

Thursday, September 21, 2023

Download our app!

Thursday, September 14, 2023

Check out this graph showing the Fed Funds Rate trends starting from 1953.

Thursday, September 7, 2023

Spend more time doing what you enjoy and put your investment management in our hands.

Thursday, August 31, 2023

Bright Investments sponsored Pearls of Experience: Secrets of the Zoo at ZooTampa.

Thursday, August 24, 2023

"...High-yield savings accounts have minimum risk and are the most flexible option, but their rate can change at any time..."

Thursday, August 17, 2023

Six Important Money Tips for Gen Z

Thursday, August 10, 2023

Our unique strategy for institutional and high-net-worth clients.

Thursday, August 3, 2023

Welcome to our new and improved website. We're happy to share our new website which has a fresher look and easier navigation for our clients and prospects.