Perspectives

Bridgeworth, LLC is an independent Registered Investment Adviser (RIA), a wealth management firm focused on acting in our clients’ interests at all times.

Concentrated Stock – A Video Blog with Zach Ivey, CFA, CFP®

Prepared by Zach Ivey

We are pleased to introduce our first video blog featuring Zach Ivey, Chief Investment Strategist discussing concentrated stock.

2017 2nd Quarter Review: Blue Skies Thus Far

Prepared by Zach Ivey

Commercial pilots have a few simple goals; to take off and land the plane safely and to get the passengers to where they are going. The pilots don’t make the plane, but they certainly understand how it works. They don’t control the weather either, but must plan and react accordingly to meet these three basic goals.   As investment advisors, we don’t control the markets or the …  read more

Jonathan Millican, CFP® featured in BBJ Table of Experts: Insight into Financial Planning

Prepared by Jonathan Millican

What would you say is the most important consideration when building your financial plan?
I believe it’s the answer to the question, “What does the future look like for me (and my spouse/family)?” The key to the answer is to consider both the qualitative and quantitative aspect, and really you (not an advisor) hold the answer to both parts.
Qualitatively, it is clarifying your short-term and long-term …  read more

Bridgeworth 2017 Summer Reading Recommendations

Prepared by Julie Moebes Ellis

For as long as I can remember, I have loved reading. Growing up in the days before e-readers and cell phones, I would often read by flashlight long after my parents thought I was asleep.
I fondly remember an old episode of The Twilight Zone with Burgess Meredith as bank teller Henry Bemis who would sneak away to the vault where he could read uninterrupted. One …  read more

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

Prepared by Bridgeworth, LLC

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