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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 …

2018 2nd Quarter Review: Plenty of Siren Songs

In Homer’s book The Odyssey, Odysseus is counseled about how to avoid the perils on his upcoming journey home. He is warned that, as he passes the island of the lovely Sirens, his men should plug their ears with beeswax because the Sirens’ song is so tempting that many travelers have gone towards them and …