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Videos

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.

Feb 94 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...


Sep 17, 20241 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

Jul 31, 20245 min read
The Boy Who Cried "Bubble"
Does a higher CAPE ratio indicate that it's time to sell and seek investments elsewhere?

Jul 12, 20241 min read
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, 20242 min read
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, 20242 min read
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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