Perspectives

Bridgeworth, LLC is an independent Registered Investment Adviser (RIA), a wealth management firm focused on acting in our clients’ interests at all times.

Bridgeworth, LLC names Zach Ivey Senior Planning and Investment Strategist

Prepared by Bridgeworth, LLC Bridgeworth Advisor Zach Ivey

BIRMINGHAM, Ala. (September 10, 2012) – Bridgeworth, LLC, a registered investment adviser, has named Zach Ivey, CFA, CFP®, ChFC®, CLU®, as Senior Planning and Investment Strategist. In this role, Zach will chair Bridgeworth’s investment committee which stays abreast of the changing investment environment and provides relevant research to the firm. In addition Zach will provide the latest in planning trends and techniques to Bridgeworth advisors …  read more

Bridgeworth to host Third Annual Football Friday Tailgate

Prepared by Bridgeworth, LLC

The Bridgeworth team is proud to host the Third Annual Football Friday Tailgate Party. Join us for cold drinks, barbecue, live music and conversations about Alabama’s favorite game.
Friday, October 26th, 2012 11:30am-1:00pm
Our new offices at: 3800 Colonnade Parkway Suite 300 Birmingham, AL 35243
Register to win tickets to the 2012 Alabama/Auburn Game by emailing lynne@bridgeworthfinancial.com. You must be present to win.

Bridgeworth, LLC Becomes Independent RIA, Adds Advisors

Prepared by Bridgeworth, LLC Bridgeworth News

BIRMINGHAM, Ala. (August 9, 2012) – Birmingham financial planning firm Bridgeworth, LLC announced it has formed its own independent Registered Investment Adviser (RIA), giving its advisors more flexibility in choosing where to house their clients’ assets.
In addition, PinOak Advisors LLC has merged into Bridgeworth. PinOak Managing Member Pete McCarn has joined Bridgeworth, LLC as Senior Investment Strategist. Financial advisors Jeris Burns and David Lecompte have …  read more

Bridgeworth, LLC Names Stanley T. Funches Chief Compliance Officer

Prepared by Bridgeworth, LLC Bridgeworth News - Stanley T. Funches

BIRMINGHAM, Ala. (September 4, 2012) – Bridgeworth, LLC, a registered investment adviser, has named Stanley T. Funches, Sr., CFP®, ChFC®, CRPC®, MBA, as Chief Compliance Officer. While continuing to serve clients with investment and financial needs, Funches will also oversee systems designed to keep advisors compliant with state and federal laws and rules regulating financial services.
“Stanley is an excellent advisor for his clients,” said Bridgeworth, …  read more

3rd Quarter Detailed Market Commentary

Prepared by Zach Ivey zach

The famed investor and “father of value investing”, Benjamin Graham, explained that in the short-run the market is like a voting machine, tallying up which stocks are popular and which ones are not. In the long-run, however, the market is like a weighing machine; assessing the substance and value of companies based on fundamentals.   The “voting machine” which is most concerned with the crowd’s opinion …  read more