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3rd Qtr Market Review with Partner and Chief Investment Strategist Zach Ivey, CFA, CFP®

Bridgeworth Partner and Chief Investment Strategist Zach Ivey, CFA, CFP® conducted a live webinar on Thursday, October 17 review market activity in the first half of the year. Zach provides a brief summary of what has occurred, our views on portfolio positioning, and answered questions from webinar participants. If you could not join us for …

Bridgeworth University

From time-to-time walking the hallways of Bridgeworth, you will hear a story coming from one of the founding partners about the “fun” they used to have while learning about the financial planning profession. While your definition of fun may not consist of being locked in a conference room with your peers studying for a finance …

College Education Funding: From Diapers to Decision Day

My oldest daughter will become a teenager this week and the feeling is one with which all parents can relate. As Gretchen Rubin said, “The days are long and the years are short.” Time does indeed fly (granted more so when you are having fun rather than when your child is having a meltdown!). Each …

One-Size-Fits-None™ Retirement Series is Back for the Fall: Birmingham and Huntsville Locations

The transition to retirement and the accompanying move from “saver” to “spender” can cause anyone anxiety. You are likely asking questions such as: “Can I afford to retire and remain financially independent?” “When should I take Social Security benefits?” “How exactly do I get money out of these accounts?” “How much can I safely withdraw …