Perspectives

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

Panini Pressed

Prepared by Patti B. Black

“They” say I’m in the “sandwich generation,” the generation taking care of both our children at home and our aging parents. But “sandwich generation” does not paint a realistic picture for me. When I think of a sandwich, I think of a Dagwood type sandwich with fluffy bread piled high with meat, cheese, lettuce, tomatoes, and condiments; it is beautiful to behold and the …  read more

The Latest Tax Proposal – What’s In It For Me?

Prepared by William Hocutt

On Wednesday (9/27/17) the President along with the so-called Big Six (other top Republican leaders) revealed their framework for an upcoming proposal on tax reforms. While we have more facts than the general statements we have been hearing over the last few months, the plan is still short on details.
Our primary concern here at Bridgeworth is how this might affect our clients, and for …  read more

In Financial Defense of Pumpkin Spice Latte

Prepared by Jonathan Millican

It has been almost fifteen years since Starbucks introduced the Pumpkin Spice Latte, a drink which caffeine addicts and coffee lovers embrace in earnest reverence if not, at times, loyal fanaticism. It has its own Twitter account with 115,000 followers, and, proving imitation is the highest form of flattery, virtually every major restaurant and coffee manufacturer now produces their own version of the flavor. …  read more

Third Quarter 2017: Markets Keep Going Up?

Prepared by Zach Ivey

Many commentators and market watchers seem a bit confused watching stock markets around the world continue to grow. For those watching the geopolitical gamesmanship taking place, along with other concerning news items, the world appears gloomy, but looking past headlines to the fundamentals seems to paint a much different picture. Simply put, stocks do well when economies are growing, when central banks are accommodative, when …  read more

Advisor Patti Black, CFP® Offers Tips on Getting Comfortable with Uncomfortable Family Meetings

Prepared by Patti B. Black

Patti Black, CFP® offers tips and ideas on making an uncomfortable family meeting a bit more comfortable.