Perspectives

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

Five Ways to Determine if a Financial Advisor Puts Your Goals First

Prepared by Laura Hinton

The thought of hiring and trusting a financial advisor to manage your finances can be very frightening. You are basically hiring someone to manage your investments and to provide advice in an area where you do not have the expertise.
To help ensure you and your financial advisor are aligned, we have provided five methods for determining if the advisor is placing your goals and interest …  read more

Patti Black, CFP® featured in Birmingham Business Journal’s Table of Experts: Women in Finance

Prepared by Bridgeworth, LLC

Partner Patti Black, CFP® was interviewed in the Birmingham Business Journal’s Table of Experts: Women in Finance. The full version can be found here: BBJ Table of Experts Women in Finance. The following is an excerpt.  
BBJ: What are some of the unique considerations for women when it comes to planning their financial future?
Black: Women are busy. We wear so many hats: wife, mother, professional, …  read more

Q1 2017: Is a New Wind Blowing?

Prepared by Zach Ivey

Looking back over this first quarter of the year, it is hard not to think about how different things are this year compared to the start of 2016, when stock markets had a rough start and investor sentiment was pretty low. Emotions ran high around the election and we suggested remaining calm, looking at the fundamentals in the economy, and sticking to your investment plan …  read more

Bridgeworth Shred-A-Thons Friday, April 28

Prepared by Bridgeworth, LLC

On Friday, April 28, the Birmingham and Huntsville Bridgeworth offices will be holding our annual Shred-A-Thons. Look for the blue Bridgeworth tents
Birmingham Shred-A-Thon
Bridgeworth Office Parking Lot
10:00 AM to 1:00 PM
Huntsville Shred-A-Thon
Bridgeworth Office Parking Lot
2:00 PM to 4:00 PM
A destruction truck will be in the parking lot and shred your documents on-site.
What to Bring?

Junk mail
Office papers with your name and address
Old tax records
Any piece of paper …  read more

Five Ways to Get Comfortable with Being Uncomfortable about Your Final Wishes

Prepared by Patti B. Black

You’ve done the hard work of meeting with your estate attorney to prepare and sign your power of attorney, advance directive for healthcare, and will, but have you had the uncomfortable conversation with your adult children to share the decisions you made in these documents? Having a family meeting when you are healthy and life is going smoothly is a great opportunity to share the …  read more