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BrightPath Blog

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Pete Kozak | Apr 3, 2025

Understanding the Market Impact of Recent Tariff Announcements

We want to provide insights into how these changes may affect investors and financial markets. While the long-term implications remain uncertain, we believe it
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person using laptop computers by Jefferson Santos courtesy of Unsplash.
Jared Martin | Nov 30, 2023

Alert: Notice of New Scams

Fraud Prevention
There has nationally been an increasing number of sophisticated scammers targeting clients by impersonating Schwab employees and using methods of communication
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man and woman sitting on bench in front of beach by James Hose Jr courtesy of Unsplash.
Pete Kozak | Oct 25, 2023

Navigating the Medicare Open Enrollment Period

Retirement
Medicare
Insurance
Managing your wealth and planning for a secure future involves not only investment and estate planning but also optimizing your healthcare coverage. The annual
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a person holding a cell phone in front of a computer screen by Mojahid Mottakin courtesy of Unsplash.
Pete Kozak | Sep 15, 2023

The Impact of Artificial Intelligence Exposure on Publicly Traded Firms

Investing
Technology
The whitepaper titled “Generative AI and Firm Values” by the National Bureau of Economic Research (NBER) examines how new computer programs that can create
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two people sitting on pavement facing on body of water by Sven Mieke courtesy of Unsplash.
Pete Kozak | Aug 23, 2023

California Long-Term Care Update 2023

Insurance
A California Insurance Task Force has been investigating the potential for a payroll tax to subsidize long term care expenses. In many ways this proposal is
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Pete Kozak | Oct 10, 2022

Q3: Why is the Market Down?

Perspectives
Market Commentary
Why is the stock market down so much now? The short answer is inflation, The Fed is trying to fight inflation by increasing short-term rates. Read More Now.
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