Bridgeworth Partner and Chief Investment Strategist Zach Ivey, CFA, CFP®, ChFC® provides a breakdown of this week’s market activities. As Chief Investment Strategist, Zach is responsible for leading the firm’s investment committee, which conducts research and manages more than $1.5 billion of assets. Zach is frequently quoted and featured in local and national business publications …
Bridgeworth Insights
Calendar of Events
“A Season of Change” for Bridgeworth & Downtown Birmingham
Thank you, Iron City Ink, for spotlighting Bridgeworth in your recent article “A Season of Change: Pandemic alters landscape of City Center office spaces, but area momentum still strong.” Moving downtown was intentional because we wanted to be part of Birmingham’s revitalization and open our doors to our community as thought leaders. When the pandemic …
Financial Friday – August 28th, 2020
Bridgeworth Partner and Chief Investment Strategist Zach Ivey, CFA, CFP®, ChFC® provides a breakdown of this week’s market activities. As Chief Investment Strategist, Zach is responsible for leading the firm’s investment committee, which conducts research and manages more than $1.5 billion of assets. Zach is frequently quoted and featured in local and national business publications …
Financial Friday – August 21st, 2020
Bridgeworth Partner and Chief Investment Strategist Zach Ivey, CFA, CFP®, ChFC® provides a breakdown of this week’s market activities. As Chief Investment Strategist, Zach is responsible for leading the firm’s investment committee, which conducts research and manages more than $1.5 billion of assets. Zach is frequently quoted and featured in local and national business publications …
Young Adults Need Estate Planning Too
Many young adults, especially those entering college or settling into their first full-time job, often have a feeling of invincibility. The stark reality is that anyone can become seriously ill, be involved in a car accident, or be a victim of a random act of violence. In most states, an 18-year-old is no longer a …