Bridgeworth Partner and Chief Investment Strategist Zach Ivey, CFA, CFP®, conducted a live webinar on Tuesday, March 24th, addressing market volatility and strategies during this unprecedented time. If you could not join us for the live webinar, please watch the recorded webinar above.
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Calendar of Events
SECURE Act Impact Part 2: 5 More Types of Individuals Impacted by the New Law
Welcome to Part 2 in the Who, What, and When of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. If you missed Part 1, which addressed the two most publicized changes within the SECURE Act: the push back of the start date for *Required Minimum Distributions from retirement plans, and the semi-elimination of …
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 …