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With Gratitude This Thanksgiving

When my first son left home for college – I struggled. As in weeping when seeing a big blue bow on a mailbox. I knew I should be grateful that he was where he wanted to be, happy and thriving…but I could only focus on what I was missing – my son. On a whim, …

Achieving Financial Fearlessness: Talking to Teens about Money

The list of things we want to teach our teens before they leave the nest is long: how to put clean clothes in drawers to avoid those same clean clothes being intermingled with the dirty ones that are in the floor just feet away from the laundry basket, how to open the refrigerator and see …

Building a Trusted Legacy: Spring 2020 Bridgeworth Moves Birmingham Location to Downtown

The following appeared in the Birmingham Business Journal on Tuesday, November 19. BBJ subscribers can access the story at Financial firm moving HQ from 280 to downtown Bham. Wealth management and investment advisory firm Bridgeworth LLC is relocating its headquarters to downtown Birmingham. The firm is moving from 15,000 square feet of space at the …

College Education Funding: From Diapers to Decision Day

Recorded live on Tuesday, October 29, 2019 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 …

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 …