Perspectives

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

Apple Device Lunch and Learn Tuesday, March 18

Prepared by Bridgeworth, LLC Bridgeworth News

Please join us for a hands-on Apple device learning session.
Bridgeworth is pleased to present Lucas Acosta, a self-described “geek” who began his career in Apple Retail as a Lead Trainer. Four years ago, Lucas launched his own company, Foojee, which implements Apple-based IT solutions for commercial and educational markets.
Bring your favorite Apple device, fully charged, and with Lucas we will learn:

iPad Myths and Tips
Good to Know Terms
Security Options
The …  read more

Bridgeworth, LLC Hosts Client Appreciation Event

Prepared by Bridgeworth, LLC Bridgeworth News

Bridgeworth, LLC hosted a client appreciation event on January 16 at Vestavia Country Club. Fred Lanier, Vice President of JP Morgan Asset Management presented a 2014 market and economic update. Clients of the Firm, Bridgeworth Financial advisors, and staff were in attendance.

November Market Outlook

Prepared by Charles J. (Pete) McCarn Bridgeworth News

Doubts about the strength of the US economic recovery were relieved somewhat by the report that 204,000 new hires occurred in the month of October, but this continues to be a slow process in which the encouraging signs are tempered with more negatives.  In October the surprising news lifted the Dow Jones Industrial Index to an all-time high and restarted debate as to whether the …  read more

Bridgeworth, LLC’s Annual Tailgate Party

Prepared by Bridgeworth, LLC Bridgeworth Tailgate 2013

Bridgeworth, LLC enjoyed hosting our clients in early October for a special tailgate party in the parking lot of its office at the Colonnade in Birmingham, AL. Special media guest Matt Coulter joined Bridgeworth, LLC Advisor Marc Curles, CFP®, who is also a Southeastern Conference referee, on stage for a great discussion on SEC football and the new rules in place on the field this …  read more

Bridgeworth, LLC to Host Medicare Enrollment Guidance Sessions in October

Prepared by Bridgeworth, LLC Bridgeworth News

If you are already enrolled in Medicare or just starting to think about signing up for yourself or a loved one, our guest speakers will help you understand Medicare choices and important benefit changes.
We cordially invite our clients to attend one of these sessions. Friends, family and co-workers are welcome.
Jim Hotten
Medicare Representative
Blue Cross Blue Shield of Alabama
October 14th at 2 p.m. and October 30th at …  read more