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Financial Friday – November 20th, 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 …

Office Updates and Safety Protocols

Here at Bridgeworth, we are committed to our client’s financial health, as well as their physical health.  While an in-person visit may not be possible right now, we wanted to share our new downtown space with you, including the safety protocols we have put in place. Enjoy the tour, and we hope to see you …

Financial Friday – November 13th, 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 …

White Coats with Empty Pockets

Everyone should have a developed, thoughtful, and unique financial plan.  However, newly practicing physicians face more unique financial challenges than most recent graduates due to many having a considerable accumulation of student loan debt. Once physicians begin earning their real income, there are pressures to play catch-up with peers who have had longer to establish …

Financial Friday – November 6th, 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 …