Drawing on a Wealth of Knowledge

Bridgeworth Insights


Calendar of Events


Plan, Don’t Panic – COVID-19 Legislation Updates

The unprecedented events of the month, as a result of the coronavirus pandemic, has likewise spawned an unprecedented level of financial aid response.  From Federal to state to local governments, the list of resources to help individuals and businesses through this crisis has grown seemingly by the day. Securing accurate information and keeping track of …

Five Rules for Financial Planning During Crisis

We’re concerned about Coronavirus. We’re worried about how it may impact our physical health. We’re also uneasy about the impact of small business closings and the stock market decline on our financial health.  On top of all these concerns, we’re anxious about our mental health as we have to practice social distancing.  Partner Patti Black, …

Market Perspectives from Bridgeworth

Bridgeworth Partner and Chief Investment Strategist Zach Ivey, CFA, CFP®, conducted a live webinar on Tuesday, March 24th, addressing market volatility and strategies during this unprecedented time.  If you could not join us for the live webinar, please watch the recorded webinar above.  

Not My First Rodeo

COVID-19 is not my first rodeo. Well, to be clear, I don’t have any prior experience with this virus. Still, I do have experience with some other pretty nasty market events, including September 11, 2001, and the Great Recession of 2008. This is one of the benefits of being a more “experienced” financial planner. We’ve …

Jonathan Millican, CFP®, Director of Planning, named BBJ 2020 Top 40 Under 40

  Bridgeworth, LLC is pleased to announce that Jonathan Millican, CFP® has been named one of the Birmingham Business Journal’s 2020 Top 40 Under 40.  These awards recognize the top up-and-coming executives in Birmingham and have become a coveted distinction for young professionals in metro Birmingham.  Jonathan is the fifth Bridgworth Advisor to be named a …