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Financial Friday – October 16th, 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 …

Staying on Course with a Plan

The act of navigation can often be a problem for many of us.  It evolves into a solution as navigating takes you from where you are to where you want to be.  But in driving, sailing, mowing the lawn, and investing, navigating can still feel problematic. Take sailing.  Your destination point is across the bay, …

Financial Friday – October 9th, 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 – October 2nd, 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 …

Monica Stoudemire named to Momentum Leadership Class of 2020-2021

Please join us in congratulating Monica Stoudemire, JD, CSCP®, Bridgeworth Chief Compliance Officer, on her acceptance into the 2020 Momentum Leadership class.   “The 18th executive leadership program includes a diverse group of senior-level leaders nominated by a wide range of organizations”. The executive leadership program’s nine-month curriculum has various learning topics dedicated to developing their personal …