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
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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.
- Jul 31
- 5 min
The Boy Who Cried "Bubble"
Does a higher CAPE ratio indicate that it's time to sell and seek investments elsewhere?
- Jul 12
- 1 min
Inflation and Commodities
It was nerve-racking.... Commodity prices screamed higher and higher in the wake of the COVID pandemic. Lumber (see chart below) rose...
- Jun 24
- 2 min
FOMO: A Historical Perspective
This is a cautionary tale of how FOMO (the Fear of Mission Out), or “herd mentality”, primarily an emotional bias, can cause devastating...
- Jun 18
- 2 min
5 Rules of Finance to Teach Your Children
(and perhaps a good reminder for ourselves) I have been obsessed with the world of investing and economics since learning about the stock...
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