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Financial Friday originated as a weekly update in March 2020 during turbulent times and has evolved into more. On the first Friday of each month, Bridgeworth’s Investment Department provides a breakdown of market activity, including investment concept summaries and terminology.

As we approach the end of the year, markets continue to remind us that things can change quickly and without fanfare.  November was a great month for markets, particularly in the midst of mixed economic news.  

In this month’s edition of Financial Friday, Investment Strategist Zach Ivey, CFA, CFP®, talks through market performance and the impacts of recent interest rate movements, as well as the outsized impact of the ‘Magnificent Seven’ stocks.

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Bridgeworth is now a part of Savant Wealth Management as of 11/30/2023. Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois.