Drawing on a Wealth of Knowledge

Bridgeworth Insights


Calendar of Events


First Quarter Market Commentary

Market strategists around the globe started 2015 with a dose of humility as last year surprised many that try to predict market direction and movement. As many lamented, 2014 ended with interest rates having fallen during the year (thus benefitting interest rate sensitive assets) and the US stock market in particular dominating all other stock …

2014: Bulls and Bears and Mixed Results

Bridgeworth Advisor Zach Ivey

Without a doubt, 2014 was a unique year in the investment markets. For many, the Dow Jones Industrial Average or the S&P 500 is considered to be “the market”. In years past, for U.S. investors, these two indices explained a great deal about not only the US economy, but also other markets around the world. …

Investing in Today’s Volatile Times

Bridgeworth Advisor Zach Ivey

Today’s headlines seem to be constantly filled with frightful stories of risk and peril. These are not unusual circumstances as the media for decades has been trending away from the “feel good” story, to the “if it bleeds it leads” mentality of reporting. It is in this context that it is more important than ever …

November Market Outlook

Bridgeworth News

Doubts about the strength of the US economic recovery were relieved somewhat by the report that 204,000 new hires occurred in the month of October, but this continues to be a slow process in which the encouraging signs are tempered with more negatives.  In October the surprising news lifted the Dow Jones Industrial Index to …

Our View of Recent Market Fluctuations

Bridgeworth News

Six months ago, the Federal Reserve Chairman Bernanke stated that he was committed to maintaining low interest rates until the unemployment rate dropped to 6.5 percent.  At that time, official unemployment figures stood at 7.9 percent.  That number has since declined to 7.2 percent, still much higher than the desired figure.  Yet, the bond markets …