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Financial Friday – January 15th, 2021

Bridgeworth Partner and Chief Investment Strategist Zach Ivey, CFA, CFP®, ChFC®, provides a breakdown of this week’s market activities.   As Chief Investment Strategist, Zach is responsible for leading the firm’s investment committee, which conducts research and manages more than $1.5 billion of assets.  Zach is frequently quoted and featured in local and national business publications …

New Year Half-Time Adjustments

The moment many have clamored for is finally here; 2020 is in the rearview mirror, and hopes are high that 2021 will eventually see a return to something resembling the world we knew pre-COVID. In any year, January is a time we seek out a fresh start, a new beginning, and the desire to do …

Financial Friday – January 8th, 2021

Bridgeworth Partner and Chief Investment Strategist Zach Ivey, CFA, CFP®, ChFC®, provides a breakdown of this week’s market activities.   As Chief Investment Strategist, Zach is responsible for leading the firm’s investment committee, which conducts research and manages more than $1.5 billion of assets.  Zach is frequently quoted and featured in local and national business publications …

New Year, New Plan

As we enter a new year and begin prioritizing our New Year resolutions, it is important to take stock of your financial health by reviewing where you are now and where you want to be.  The beginning of the year is always a great time to adopt healthier financial habits, and it can begin by …

A New Year’s Resolution

“Education is the most powerful weapon which you can use to change the world.” – Nelson Mandela As many of us anxiously await the dawn of a new year, we would like to share a resolution that may be worthy of your consideration.  Unknown to many, as part of the Alabama Accountability Act, the state …