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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.

February’s market performance was hindered by fears of further interest rate increases by the Fed.  Stocks and bonds remain positive for the year but gave up some of their gains over the past month.  In today’s Financial Friday, Zach Ivey, CFA, CFP®, takes a look at five factors that help us better understand the market environment:  the economy, monetary policy, valuations, sentiment, and capital market rates.  Today’s environment is certainly not “blue-sky” weather, and volatility is expected in the near-term. However, as Bridgeworth regularly reminds investors, the environment is constantly changing, and a patient and strategic approach to investing is our approach to navigating an uncertain environment.

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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