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
Bridgeworth Welcomes Five New Planning Coordinators
Bridgeworth is pleased to announce the addition of five new planning coordinators to our team. As planning coordinators, these individuals bring with them a vast range of talents and inspire to elevate our client experience by aiding advisors in meeting preparation, data gathering, and follow-up actions. In no particular order, we would like to introduce …
Another Drop in the Bucket: Simplifying Your Finances
As a society, we tend to overcomplicate things. If there is one thing we like to overcomplicate, it is our finances. However, it is possible to simplify the big picture of one’s finances and the various categories by thinking of your financial picture as “buckets” of money. One of the founders of our firm and …
Financial Friday – September 4th, 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 …
“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 …