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Bridgeworth, LLC named to Financial Times 2017 300 Top Registered Investment Advisers

Prepared by Bridgeworth, LLC ft_300_advisers_logo_2017-8i

We are pleased to announce that Bridgeworth has been named to the 2017 Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the US.
RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors:

assets under management (AUM)
AUM growth rate
years in existence
advanced industry credentials of the firm’s advisors
online accessibility
compliance records

There …  read more

Design Your Summer

Prepared by Patti B. Black 34456003262_3707a378e3_k

It’s summertime and the living is easy…or not….because you still have to go to work, cook supper, mow the lawn, chauffeur your children to camp…Summer living may not be easy, but it is a good opportunity to live life a little differently and, hopefully, to incorporate more fun into life.
Just as we know the benefits of being intentional with our money – with our saving, …  read more

Five Ways to Determine if a Financial Advisor Puts Your Goals First

Prepared by Laura Hinton 34668248582_d759f6ec0f_k

The thought of hiring and trusting a financial advisor to manage your finances can be very frightening. You are basically hiring someone to manage your investments and to provide advice in an area where you do not have the expertise.
To help ensure you and your financial advisor are aligned, we have provided five methods for determining if the advisor is placing your goals and interest …  read more

Patti Black, CFP® featured in Birmingham Business Journal’s Table of Experts: Women in Finance

Prepared by Bridgeworth, LLC patti_b_black-jpg

Partner Patti Black, CFP® was interviewed in the Birmingham Business Journal’s Table of Experts: Women in Finance. The full version can be found here: BBJ Table of Experts Women in Finance. The following is an excerpt.  
BBJ: What are some of the unique considerations for women when it comes to planning their financial future?
Black: Women are busy. We wear so many hats: wife, mother, professional, …  read more

Q1 2017: Is a New Wind Blowing?

Prepared by Zach Ivey zach

Looking back over this first quarter of the year, it is hard not to think about how different things are this year compared to the start of 2016, when stock markets had a rough start and investor sentiment was pretty low. Emotions ran high around the election and we suggested remaining calm, looking at the fundamentals in the economy, and sticking to your investment plan …  read more