While Bridgeworth has had interns scattered throughout the years, myself included (Summer 2014), we set out this year to develop a formal internship program for college students interested in a career in financial planning. Because we have several University of Alabama Financial Planning alumni, we thought the best place to start looking for summer interns …
Bridgeworth Partner and Chief Investment Strategist Zach Ivey, CFA, CFP® conducted a live webinar on Tuesday, July 16 to review market activity in the first half of the year. Zach provides a brief summary of what has occurred, our views on portfolio positioning, and answered questions from webinar participants. If you could not join us …
A few years back, as my family was leaving Easter services, I turned to my husband and remarked how nice the service was- especially after a hectic crazy morning getting two little boys away from their Easter baskets and into their church clothes. He agreed and then my youngest son who was probably five or …
Bridgeworth, LLC is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers for the third year in-a-row. The list recognizes top independent RIA firms from across the U.S. This is the third year in-a-row for Bridgeworth to be named to the CEO DeLynn Zell …
In one of my meetings as a young financial planner*, I was surprised by the unhappiness of a client who seemingly “had it all.” He was a neurologist earning over $1,000,000/ year with a home that could have been featured in House Beautiful, several fast German sports cars, and a travel budget that allowed for …