Perspectives

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

Making Sense of Election Results

Prepared by Zach Ivey zach

Donald Trump has completed his landmark quest and will become the nation’s 45th President after a contentious and often divisive campaign. In addition, the Republican Party has retained control of both houses of Congress. This outcome marks a significant reversal from just a few weeks ago when a Hillary Clinton presidency was highly probable and even a Democratic party sweep of Congress was possible.
While this …  read more

2016 Election: Your Vote Truly Matters

Prepared by Brian Hinson vote-counts1

 
Elections elicit strong emotions. High disapproval ratings for both candidates, as well as Donald Trump’s unconventional candidacy, have taken these emotions to another level this cycle. Politics is one of many emotional biases that can work against investors trying to achieve their long-term financial goals. Candidates in office may influence how investors feel about the economy and markets and can get them off track. Separating …  read more

The Seven Key Roles of a Financial Planner

Prepared by Brian Hinson bwhuntsville_officeimg_2943

One common view many individuals have when they initially meet with an advisor is that we as financial advisors have unique insights into market direction that give our clients an advantage. But of the many roles we at Bridgeworth are honored to play as trusted professional advisors, soothsayer is not one of them. The truth is that no one knows exactly what will happen next …  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

It’s Time for Your Annual Medicare Check-Up: How to Assess Your Current Needs

Prepared by David Clark Screen Shot 2016-10-13 at 2.07.42 PM

Based on industry studies, the majority of those with Medicare coverage are overspending every year, either through excessive premiums or through unanticipated out-of-pocket charges. Individuals oftentimes purchase Medicare Part C (Advantage) and Part D (prescription drug) plans that do not match up with their actual healthcare needs. (Votava, Katy, “Medicare Users Should Give the Coverage a Check-Up Each Fall,” Investment News, September 19, 2016, page 13)
All plans …  read more