Zach Ivey

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

2016: A Year in Review

Prepared by Zach Ivey zach

2016: A Year in Review
Each year, as we look back at the previous twelve months, it is hard not to be reminded of a few axioms. One is that financial markets and successful investing have little to do with the calendar or a twelve-month increment of time. Companies and financial markets are numerous and investors typically have very long investing time horizons, so a “year …  read more

Making Sense of Election Results

Prepared by Zach Ivey zach

Donald Trump has completed his landmark quest and will become the nation’s 45th President after a contentious and often divisive campaign. In addition, the Republican Party has retained control of both houses of Congress. This outcome marks a significant reversal from just a few weeks ago when a Hillary Clinton presidency was highly probable and even a Democratic party sweep of Congress was possible.
While this …  read more

How Quickly Things Change: 3rd Quarter Review

Prepared by Zach Ivey Bridgeworth Advisor Zach Ivey

There is an old saying that goes “if you don’t like the weather in New England, just wait a few minutes”.  This can be true of the capital markets as well, with this year being a prime example.  As you might recall from previous quarter market reviews (Q1, Q2), this past year has had numerous bouts of volatility, allowing all of the expected …  read more

Second Quarter Market Update

Prepared by Zach Ivey zach

The 2nd Quarter has continued the unwelcomed trend of market volatility. The 3rd Quarter of 2015 experienced a selloff in the S&P 500 of -12.4% followed by a quick turnaround. The 1st Quarter this year started off as the worst start to a year ever, dropping -13.3% on the S&P 500 (even worse overseas), but rebounded sharply to turn positive for the year …  read more