Perspectives

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

Our View of Recent Market Fluctuations

Prepared by Bridgeworth, LLC Bridgeworth News

Six months ago, the Federal Reserve Chairman Bernanke stated that he was committed to maintaining low interest rates until the unemployment rate dropped to 6.5 percent.  At that time, official unemployment figures stood at 7.9 percent.  That number has since declined to 7.2 percent, still much higher than the desired figure.  Yet, the bond markets are reacting with extreme, even irrational, prejudice.  What is going …  read more

Laura Hinton, ChFC®, Joins Bridgeworth, LLC

Prepared by Bridgeworth, LLC Bridgeworth Advisor Laura Hinton

Bridgeworth, LLC, a registered investment adviser, announced today it has added Laura Hinton, ChFC®, principal of Hinton Financial Consultants, to its team.
“Laura is an excellent addition to Bridgeworth, bringing more than 25 years financial industry experience to the table,” said Bridgeworth, LLC Managing Principal, DeLynn Zell. “She plays close attention to the needs of her clients and is focused is on financial planning for executives, …  read more

Lessons from an 18 Year-Old Wunderkind

Prepared by Bridgeworth, LLC Bridgeworth News

It’s not often that we can gain investment insights from an 18-year-old wunderkind.
Many of us marveled at the performance of American Mikaela Shiffrin at the Sochi Winter Olympics, where she became the youngest Olympic slalom champion. What makes Shiffrin remarkable is not only her success, but also her approach to the sport. Unlike many of her peers, while training she focused more on technique and …  read more

Bridgeworth, LLC Names New Partners: Jeff McCormack, Zach Ivey

Prepared by Bridgeworth, LLC Bridgeworth News

BIRMINGHAM, Ala. (February 15, 2013) – Birmingham financial planning firm Bridgeworth, LLC announced that advisors Jeff McCormack and Zach Ivey have been named partners in the firm.
“Jeff and Zach have proven themselves to be key contributors in moving Bridgeworth forward. The quality of their work for their clients and their knowledge in specialized areas makes them assets for the future. We’re glad they’ve accepted our …  read more

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