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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.

In this edition of Financial Friday, Zach Ivey, CFA, Chief Investment Strategist, and Chip Kalousek, CFA, Director of Portfolio Management, talk through recent market performance and the pros and cons driving market activity.  As always, our team believes a patient and diversified approach is the key to long-term success.

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.