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Bridgeworth, LLC’s Annual Tailgate Party

Bridgeworth, LLC enjoyed hosting our clients in early October for a special tailgate party in the parking lot of its office at the Colonnade in Birmingham, AL. Special media guest Matt Coulter joined Bridgeworth, LLC Advisor Marc Curles, CFP®, who is also a Southeastern Conference referee, on stage for a great discussion on SEC football …

Bridgeworth, LLC to Host Medicare Enrollment Guidance Sessions in October

Bridgeworth News

If you are already enrolled in Medicare or just starting to think about signing up for yourself or a loved one, our guest speakers will help you understand Medicare choices and important benefit changes. We cordially invite our clients to attend one of these sessions. Friends, family and co-workers are welcome. Jim Hotten Medicare Representative …

Bridgeworth, LLC Promotes Jenny Sneed to Advisor

Bridgeworth - Jenny Sneed

Bridgeworth, LLC is pleased to announce the promotion of Jenny Sneed, CFP®, ChFC®, from the role of paraplanner to advisor. Sneed joined Bridgeworth in 2001 working with one of the firm’s founding partners, Jackie Tucker, CLU®, CFP®, ChFC®. Under Tucker’s leadership, she obtained her CERTIFIED FINANCIAL PLANNER™ certification as well as the Chartered Financial Consultant® …

Bridgeworth, LLC Adds Two New Advisors To Team

Bridgeworth Advisors

Bridgeworth, LLC announced today the addition of two new advisors to its team, William Hocutt, CFP®, CPA of Vestavia Hills, and Lew Mitchell from Troy, Ala. “The addition of William and Lew to the Bridgeworth team is a strategic one. We want advisors who have a certain depth of knowledge and wealth of experience, which …

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 …