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Zach Ivey, CFA, CFP® 2nd Quarter Market Review Webinar Recorded Tuesday, July 16

Bridgeworth Partner and Chief Investment Strategist Zach Ivey, CFA, CFP® conducted a live webinar on Tuesday, July 16 to review market activity in the first half of the year. Zach provides a brief summary of what has occurred, our views on portfolio positioning, and answered questions from webinar participants. If you could not join us …

The Downside of Random: Don’t Gamble with the Averages

This article originally appeared in the May 6 issue of Birmingham Medical News. Check-ups, tests, and results. Doctors provide, measure, and deliver data to patients every day, often with profound implications. Financial advisors, at least the diligent ones, offer the same to their clients. Much of our data focuses on helping people have confidence that …

Understanding Market Volatility and a Review of 2018 Market Activity

Bridgeworth Partner and Chief Investment Strategist Zach Ivey, CFA, CFP® provides insight into the current market volatility and an overview of 2018 market activity. For a more in-depth look at 2018 Market Activity – read 2018: A Year of Volatility. Read A Few Lessons for the “Playing Field” to better understand the current market volatility and …

A Few Lessons for the Investing “Playing Field”

Note: To view recorded webinar where Zach discusses market volatility and reviews 2018 market activity, please visit: Understanding Market Volatility and 2018 Market Review. For a more in-depth look at 2018 Market Activity – read 2018: A Year of Volatility. Football coaches are always preparing their players. The team may have had a tough season, but it’s the …