If you missed Partner and Chief Investment Strategist Zach Ivey’s 2019 1st Market Quarter Review: A Welcome Rebound, be sure to watch it here.
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Calendar of Events
WealthVision – A Personal Digital Vault
Spring has officially arrived and either you’ve decided to skip spring cleaning this year, or you’re like me and spent all of January binge watching “The Life-Changing Magic of Tidying Up” on Netflix, fell in love with the Marie Kondo method and proceeded to purge all of your closets and drawers to get rid of …
Bridgeworth Named one of the 75 Best Places to Work for Financial Advisors by Investment News
Bridgeworth, LLC is pleased to announce it has been named a 2019 Best Places to Work for Financial Advisors by Investment News. Bridgeworth was chosen as one of this year’s top 75 companies based on employer and employee surveys delving into everything from company, culture, benefits, career paths and more. Investment News partnered with Best …
Jeris B. Gaston and William Hocutt Named Partners of the Firm
Bridgeworth, LLC is pleased to announce that Jeris Gaston, CFP ®, CRPC® and William Hocutt, CFP® , CPA, have been promoted to partners of the firm. Gaston has been advising clients since 2007 in the areas of wealth accumulation, retirement planning, investment management, and comprehensive financing planning. Gaston is a 2005 graduate of Birmingham-Southern College and a …
Care for the Long-Term Caregiver
Continuing education—thank goodness it is required for CFP® professionals because CE brings us knowledge that we likely would not have otherwise. One of the most memorable sessions I’ve attended had to do with long term care, presented by Jack Broyles. Many of you may remember his father, Coach Frank Broyles of Arkansas. Sadly, Alzheimer’s set …