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 Partner and Chief Investment Strategist Zach Ivey, CFA, CFP® provides a breakdown of market activity, including investment concept summaries and terminology.
In this edition of Financial Friday, Zach Ivey, CFA, CFP®, ChFC®, Chief Investment Strategist of Bridgeworth, discusses recent market performance and the impact of interest rates on financial assets, as well as an encouragement to stay diversified, patient, and focus on your long-term goals.
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.
Want to receive Financial Friday? Subscribe here.
