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
Retirement Advice for Michael Scott of “The Office”
Imagine this: What if Michael Scott did not leave Dunder Mifflin to move to Colorado with Holly? What if he retired from Dunder Mifflin instead? What advice would be helpful to Michael as he prepares to retire as the world’s best boss? Understand your living expenses. Michael needs to know what he spends on everything …
Financial Friday – November 20th, 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 …
Office Updates and Safety Protocols
Here at Bridgeworth, we are committed to our client’s financial health, as well as their physical health. While an in-person visit may not be possible right now, we wanted to share our new downtown space with you, including the safety protocols we have put in place. Enjoy the tour, and we hope to see you …
Financial Friday – November 13th, 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 …