INSIGHTS

How Middle East Conflicts Have Historically Impacted Markets

By The Brightside Partners Investment Team • 10 Oct, 2023

This piece delves into the historical context of how conflicts in the Middle East have affected markets and advises investors to maintain perspective and hold onto diversified portfolios rather than making drastic portfolio changes in response to geopolitical events.

How Intangible Capitals Make or Break a Business

By The Exit Planning Institute • 20 Sep, 2023

Understanding the impact of intangible capitals can be a key component to unlocking value within your business. This article from the Exit Planning Institute highlights how the four intangible capitals weigh into business value.

Why Less is More: The Case for Private Equity in the Lower Middle Market

By Stephen Beauchamp • 23 Aug, 2023

Discover the compelling world of lower middle market private equity strategy through our latest article penned by Stephen, our Director of Research and Investments. Stephen delves into the key factors that drive our investment approach, highlighting the potential for value creation and diverse exit opportunities within this dynamic segment.

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SmartAsset Top 100 Fastest Growing RIA Firms 2023 rating given by SmartAsset Advisors, LLC, on 9/6/2023, based on its tabulation of data from the ADV filings of certain SEC-registered investment advisers over the period between March 2020 and June 2023. For more information about the rating and methodology, go to https://smartadvisormatch.com/data/fastest-growing-rias-2023. Brightside did not pay a fee to obtain or use this ranking; Brightside paid a nominal fee for the use of the award logo.

Investment News 2023 Fastest-Growing Fee-Only RIA ranking given by Investment News on 11/30/23, based on its tabulation of data from the ADV filings of certain SEC-registered RIA firms over the period between July 2020 and July 2023. For more information about the rating and methodology, go to https://www.investmentnews.com/best-in-wealth/fastest-growing-fee-only-rias. Brightside did not pay a fee to obtain or use this ranking; Brightside paid a nominal fee for the use of the award logo.