PerspectivesBusiness Planning

Industry Leaders Patti B. Black, CFP® and Jonathan E. Millican, CFP® Join Bridgeworth, LLC

Prepared by Bridgeworth, LLC screen-shot-2017-01-05-at-10-41-36-am

Bridgeworth, LLC is pleased to announce the addition of Patti B. Black, CFP® and Jonathan E. Millican, CFP®. Prior to joining Bridgeworth, Black and Millican were with Kinsight, LLC where Black served as Senior Financial Planner and Millican served as Director of Financial Planning Operations managing a team of 4 financial planners, 2 paraplanners. Bridgeworth, LLC is one of the region’s largest fiduciary wealth …  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

Diversifying Outside of the Business – Strategies for Small Business Owners

Prepared by Stanley T. Funches Bridgeworth Advisor Stanley T. Funches

Owning your own business can be a catalyst to personal wealth creation. While it is not an easy proposition to develop a successful business, those who persevere and find success with their business are faced with many challenges to extract personal wealth from it. It is a great pleasure and honor for me to help this group of clients to leverage their small business to increase …  read more

A 2nd Quarter Review

Prepared by Zach Ivey Bridgeworth_officeIMG_8858

The overall positive returns in the stock markets continued despite the negative returns that occurred during the last week of the quarter, as fears of a debt default by Greece weighed on the markets. The U.S. stock market has experienced a bit of deja vu this first half of the year with climate factors affecting earnings, just like last year. Other factors, such as the …  read more