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Our Fiduciary Standard
At BrightHaven Advisors, we act as fiduciaries for our clients.
BrightHaven Portfolio Strategy
At BrightHaven Financial Advisors, we design custom portfolios for our clients using high-quality stocks, bonds, and low-cost ETFs.
Retirement Planning
At BrightHaven Financial Advisors, we help our clients plan for retirement income and taxes.
The Times They Are a-Changin'
John F. Kennedy once said that “change is the law of life.” And he said this before Ozempic, LLMs, Nvidia GPUs, and President Trump....
May 192 min read
March '25 Market Update
The stock market has encountered notable volatility over the past two weeks, despite a robust start to the year. As of February 19, 2025,...
Mar 73 min read
Year End 2024 & 2025 Outlook
In the 4th quarter of 2024, the S&P 500 was up 2.41% vs. -0.16% for the MSCI World Index. Almost all stocks got a boost from the...
Feb 94 min read
Peter Lynch's 6 Stock Categories
In One Up on Wall Street, legendary investor Peter Lynch outlines six stock categories to help identify investment opportunities for an inve
Sep 17, 20241 min read
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