Insights

Webinars

Our series of interactive and on-demand events covers topics to help you master
the world of personal finance.
See All Webinars

Guides & Resources

Explore white papers and our full library company-specific benefits explainers. This is our team’s best thinking on major planning topics.
New to investing? Start here.
Our go-to resources for everyone interested in investing. We believe unibased truths and clearly definined principles are the bedrock of smart decisions.
Download Investment Principles Download Investment Truths
Raising Financially Savvy Kids: The Brighton Jones Guidebook for Parents
Teaching kids about money doesn't require perfect timing or expertise—just consistency and intention.
This guidebook walks you through foundational principles and provides practical, age-appropriate strategies to help your children develop confidence with money.
Download Now
2026 Tax Planning Guide
Take a step back to examine your goals, tax patterns, and earning situation.
Find the information needed to calculate your 2026 tax year liability, including the relevant tax schedules and context to help you understand what’s changed.
Download Now
Executive Compensation: Proactive Tax Planning to Maximize Your Wealth
Understanding your compensation package.
Your executive compensation is more than just a salary. This guide will help you optimize your total compensation package to reduce tax liabilities and…
Download Now
2025 Tax Planning Guide
Find the information needed to calculate your 2025 tax year liability, including the relevant tax schedules and context to help you understand what’s changed.
Download Now
See All Resources

Blog

Everything from entry-level explainers to deep dive advice across the full spectrum of personal finance, plus Brighton Jones news, interesting stories, and more.
Should I Stay or Should I Go? A Framework for Thinking Clearly
Jun 08, 2026 | 5 min read
Should I Stay or Should I Go? A Framework for Thinking Clearly
Thinking about moving to a lower-tax state? Use this framework to weigh life and financial factors before making your decision.
Read more
Trump Accounts: What Families Need to Know Before July 4
May 25, 2026 | 8 min read
Trump Accounts: What Families Need to Know Before July 4
Trump Accounts (Section 530A) open July 4. What families need to know about eligibility and the $1,000 federal seed.
Read more
Brighton Jones Expands to Ohio With the Addition of Mitchell Kotheimer, Lead Advisor
May 18, 2026 | 3 min read
Brighton Jones Expands to Ohio With the Addition of Mitchell Kotheimer, Lead Advisor
Brighton Jones expands to Cleveland, bringing its Personal CFO approach to Ohio with lead advisor Mitchell Kotheimer.
Read more
See All Articles