How many of you remember the merry-go-round from your childhood playground? Perhaps you were one of the children yelling for it to go faster, all while holding on tightly. Or perhaps you avoided it all together at the risk of feeling sick! Sometimes life can feel like the merry-go-round, spinning out of control. Not every …
Bridgeworth Insights
Calendar of Events
Are you divorced and still have your ex-spouse named as your beneficiary?
If this question has you scratching your head and you are uncertain of the answer, you must confirm your beneficiary status as soon as possible. More than likely, while you were married, your beneficiary was your spouse. A significant part of financial housekeeping after a divorce involves reviewing your named beneficiaries on 401(k)s, 403(b)s, IRAs, …
Financial Friday – May 7th, 2021
Bridgeworth Partner and Chief Investment Strategist Zach Ivey, CFA, CFP®, provides a breakdown of market activity for the past month. Look for a market update from Bridgeworth on the first Friday of each month! As Chief Investment Strategist, Zach is responsible for leading the firm’s investment committee, which conducts research and manages more than $1.5 billion …
Bridgeworth, a 2021 Top Tiger!
Join us in celebrating Bridgeworth being named a 2021 Top Tiger. Presented by The Harbert College of Business, the Top Tiger program recognizes the “fastest-growing companies founded, owned, or led by Auburn University Alumni.” This recognition is intended to celebrate entrepreneurial success, so we want also to congratulate Bridgeworth co-founder, partner and Auburn alumni Wayne …
Bridgeworth teaming up with the Huntsville Championship
Sports… there is nothing better than watching world-class athletes at their best. This week, Huntsville has the opportunity to host the Korn Ferry Tour’s Huntsville Championship at The Ledges. After a COVID-19 postponement in 2020, our long two-year wait to welcome some of the world’s best golfers is finally here. Not only is the Korn …