Bridgeworth 2017 Summer Reading Recommendations

Prepared by Julie Moebes Ellis

For as long as I can remember, I have loved reading. Growing up in the days before e-readers and cell phones, I would often read by flashlight long after my parents thought I was asleep.
I fondly remember an old episode of The Twilight Zone with Burgess Meredith as bank teller Henry Bemis who would sneak away to the vault where he could read uninterrupted. One …  read more

Design Your Summer

Prepared by Patti B. Black

It’s summertime and the living is easy…or not….because you still have to go to work, cook supper, mow the lawn, chauffeur your children to camp…Summer living may not be easy, but it is a good opportunity to live life a little differently and, hopefully, to incorporate more fun into life.
Just as we know the benefits of being intentional with our money – with our saving, …  read more

First Quarter Review – A Volatile Start to 2016

Prepared by Zach Ivey

Financial markets have not been boring in the last six months with each day appearing equally or even more volatile than the day before.  Each piece of news seems to result in changing opinions, forecasts and reactions from a multitude of people with differing viewpoints and investment objectives.   This volatility does begin to make more sense if we step back and look at the big …  read more

2015 State of the Firm Address

Prepared by DeLynn Zell

I hope the new year finds you in good health and good spirits. We enter 2016 as we do every year, with appreciation for those things in life we hold dear and with optimism about the future. I am certainly grateful for our relationship and for the confidence you place in Bridgeworth. While 2015 presented unique economic conditions, Bridgeworth remained focused on living up to our mission statement: …  read more

Third Quarter Market Commentary

Prepared by Zach Ivey

In the third quarter, investors across the globe appeared to have lost some appetite for risk, even though the underlying fundamentals remained relatively unchanged. Assets across the board, from stocks to high yield bonds, MLPs to commodities, domestic and overseas, all experienced declines. Suffice it to say, with multiple challenges existing in the world, diversification is still the word of the day, and we remain …  read more