Drawing on a Wealth of Knowledge



Calendar of Events


A Map, A Compass, and a Portfolio Walk Into A Bar……..

Not really, but it’s a catchy headline, isn’t it? I ran across an old article about rebalancing portfolios published by Vanguard in 2015, and it piqued my interest. Anytime I read things of a technical nature, I try to figure out an easy way of explaining them. I can talk about standard deviation, correlation and …

Bridgeworth Ranked 42 on 2018 Top Company Cultures List Presented by Entrepreneur Magazine

Bridgeworth, LLC is pleased to announce it was ranked on Entrepreneur’s Top Company Cultures list; a comprehensive ranking of U.S. based businesses exhibiting high-performance cultures. The list has placed Bridgeworth, LLC as a Top Company Culture in the small size category (74 or fewer employees). Bridgeworth is recognized for creating an exceptional culture that drives …

One-Size-Fits-None™ Retirement Planning Series

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 …