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Financial Friday originated as a weekly update in March of 2020 during turbulent times and has evolved into more. On the first Friday of each month, Bridgeworth Partner and Chief Investment Strategist Zach Ivey, CFA, CFP® provides a breakdown of market activity, including investment concept summaries and terminology.

While year-to-date performance across many indices continues to rebound, investors who experienced the negative returns of last year are asking how much more is needed to get back to the high watermark of January 2022.  And with the market, interest rates, inflation, and other indicators sending mixed signals regarding the economy, it is difficult for investors to see a clearly positive, or negative, horizon. On today’s Financial Friday, Zach Ivey CFA, CFP® shares insight on riding out the rebound and reacting to mixed signals.

As Chief Investment Strategist, Zach is responsible for leading the firm’s investment committee, which conducts research and manages more than $2 billion of assets for our clients. Frequently quoted and featured in local and national business publications, Zach’s guiding principles and leadership support Bridgeworth and our clients to stay abreast of the latest in the investment world.

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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.