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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 …

Understanding Market Volatility and a Review of 2018 Market Activity

Bridgeworth Partner and Chief Investment Strategist Zach Ivey, CFA, CFP® provides insight into the current market volatility and an overview of 2018 market activity. For a more in-depth look at 2018 Market Activity – read 2018: A Year of Volatility. Read A Few Lessons for the “Playing Field” to better understand the current market volatility and …

A Few Lessons for the Investing “Playing Field”

Note: To view recorded webinar where Zach discusses market volatility and reviews 2018 market activity, please visit: Understanding Market Volatility and 2018 Market Review. For a more in-depth look at 2018 Market Activity – read 2018: A Year of Volatility. Football coaches are always preparing their players. The team may have had a tough season, but it’s the …

2018: A Year of Volatility

Note: To view recorded webinar where Zach discusses market volatility and reviews 2018 market activity, please visit: Understanding Market Volatility and 2018 Market Review Each year, summarizing events of an entire year in the global markets is a challenge, even though many times there is a constant theme that continues throughout the year.  2018 can be …

My LastPass at Protecting My Passwords

Password managers are not perfect, but most information security experts recommend using them because they do the important job of helping us avoid reusing passwords. I’m looking at you 123456! Data breaches happen regularly; it’s a matter of when not if the next one will occur. And, unless you are Rain Man, you probably can’t …