PerspectivesInvestment Management

Five Ways to Determine if a Financial Advisor Puts Your Goals First

Prepared by Laura Hinton 34668248582_d759f6ec0f_k

The thought of hiring and trusting a financial advisor to manage your finances can be very frightening. You are basically hiring someone to manage your investments and to provide advice in an area where you do not have the expertise.
To help ensure you and your financial advisor are aligned, we have provided five methods for determining if the advisor is placing your goals and interest …  read more

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

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

DeLynn Zell, CFP®, Managing Partner, Participates in Birmingham Business Journal’s Insights into Financial Planning

Prepared by DeLynn Zell DZ website

The following is an excerpt from the May 27, 2016 issue of the Birmingham Business Journal which featured managing partner DeLynn Zell. 
Q. How can I create an ideal financial plan for the different stages of my life?
Zell: There is no way to create a plan one time that is suitable for every stage of life. A plan isn’t something you do once, put on …  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