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Bridgeworth Financial Planning Internship Offers Unique Opportunity for University of Alabama Students

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 …

Zach Ivey, CFA, CFP® 2nd Quarter Market Review Webinar Recorded Tuesday, July 16

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 …

How Much Does Happiness Cost? The Not So Secret Secret

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 …