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Financial Friday – August 7th, 2020

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 …

Financial Friday – July 31st, 2020

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 …

Bridgeworth Named to Financial Times Top 300 Registered Investment Advisers for 4th Consecutive Year

Bridgeworth is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.  For the last four years, Bridgworth has been honored with this recognition. This is the seventh annual FT 300 list, produced independently …

PPP Loans and the SBA Database

When the Payment Protection Program came about, navigating a pandemic was new to us all, and taking the loan seemed appropriate. ” We were like everybody else who got funds when the market was in free fall and we did not know what to expect,” says Bridgeworth Wealth Management CEO, DeLynn Zell, CFP.  Read more …

Financial Friday – July 24th, 2020

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 …