PerspectivesInvestment Management

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

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

BREXIT Happened, Now What?

Prepared by Zach Ivey Brexit

Friday we received the unprecedented news that the United Kingdom (U.K.) has voted to leave the European Union (EU), which had led to significant volatility in the global markets. In situations like these, it becomes more important than ever to remain calm, harness our emotions, and stay committed to our long-term plans. Although this result was unexpected, as your financial advisors, we are here to …  read more