Finances are a driving force behind much of what happens in our lives. Whether it’s as simple as deciding what to order off the lunch menu or as complex as planning retirement, we all make many choices every day which guide our financial future. So, why is it that we, specifically women, tend to shy …
Bridgeworth Insights
Calendar of Events
Talk of Alabama Featuring Patti B. Black, CFP®
Watch the television interview with Talk of Alabama featuring Patti Black, CFP®, Bridgeworth Partner. Patti shares her outlook on the value of having a financial planner and what the addition of a team with a deep bench like Brideworth’s can bring to your financial plan. “A financial advisor is the benefit of working with someone …
The American Rescue Plan Bill
With President Biden’s signature of the American Rescue Plan Act of 2021 this week, Congress has now passed three bills within the past 12 months aimed at coronavirus relief and economic stimulus. The total of the three relief plans’ spending is an estimated $4.8 trillion. In March 2020, in response to the COVID-19 crisis, Congress …
Financial Friday – March 5th, 2021
Bridgeworth Partner and Chief Investment Strategist Zach Ivey, CFA, CFP®, ChFC®, 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 …
Bridgeworth Named 2021 Best Places to Work for Financial Advisers by InvestmentNews
Bridgeworth Wealth Management is proud to announce that it has been named one of the 2021 Best Places to Work for Financial Advisors by InvestmentNews. Through a difficult year, the Bridgeworth team came together like never before, making this honor truly special. It is the third consecutive year that we have earned this honor, and …