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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 …

Lessons from an 18 Year-Old Wunderkind

Bridgeworth News

It’s not often that we can gain investment insights from an 18-year-old wunderkind. Many of us marveled at the performance of American Mikaela Shiffrin at the Sochi Winter Olympics, where she became the youngest Olympic slalom champion. What makes Shiffrin remarkable is not only her success, but also her approach to the sport. Unlike many …

Bridgeworth, LLC Names New Partners: Jeff McCormack, Zach Ivey

Bridgeworth News

BIRMINGHAM, Ala. (February 15, 2013) – Birmingham financial planning firm Bridgeworth, LLC announced that advisors Jeff McCormack and Zach Ivey have been named partners in the firm. “Jeff and Zach have proven themselves to be key contributors in moving Bridgeworth forward. The quality of their work for their clients and their knowledge in specialized areas …