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SECURE Act Impact Part 1: What Retirement Account Owners Can Learn From The Boss, The Piano Man, and Gooney Bird

That rustling sound you may have heard in late December was not Santa, nor a late-night Amazon delivery, but rather Congress passing the Setting Every Community Up for Retirement Enhancement (SECURE) Act on December 19, 2019 (which President Trump signed into law the following day). While most of the SECURE Act’s provisions became effective on …

3rd Qtr Market Review with Partner and Chief Investment Strategist Zach Ivey, CFA, CFP®

Bridgeworth Partner and Chief Investment Strategist Zach Ivey, CFA, CFP® conducted a live webinar on Thursday, October 17 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 for …

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 …