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Financial Frights

Have you ever found yourself watching a scary movie, and as the plot progresses, you start telling the characters, “No, no, no…” because you know what is going to happen next?  These movies typically prey on our greatest fears.  Alfred Hitchcock, the director of many classics including “Psycho” and “The Birds,” experienced much success due …

Financial Friday – October 23rd, 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 …

Budgeting is Not a Four Letter Word

What if I told you that you didn’t have to “stick” to a budget? What if I told you that a budget is just another way to track your spending?  Would it matter? Whether it’s retiring at a certain age, paying for college, buying a new car, or purchasing a vacation home, we all have …

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, …