PerspectivesBusiness Planning

The Equifax Hack Happened – What Should You Do To Protect Yourself?

Prepared by Donna Byrne

As you have probably already learned, Equifax recently announced that it was the victim of a large-scale hack. The hackers were able to acquire names, social security numbers, birth dates, home addresses and some driver’s license information. In addition, credit card numbers for approximately 200,000 consumers were also hacked. If your credit card information was hacked, you’ll receive notification in the mail. Otherwise, you will …  read more

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.

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

Prepared by Bridgeworth, LLC

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

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