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3rd Quarter Detailed Market Commentary

The famed investor and “father of value investing”, Benjamin Graham, explained that in the short-run the market is like a voting machine, tallying up which stocks are popular and which ones are not. In the long-run, however, the market is like a weighing machine; assessing the substance and value of companies based on fundamentals.   The …

The Great Generation Wealth Transfer is Here

Bridgeworth News

According to a recent article in Investment News, approximately $26 trillion dollars will be transferred from one generation to the next over the next few decades. Chances are good that you will need to know the rules for inheriting an IRA and failure to understand the rules can cost you in both excess taxes owed …

IRS-Impersonation Telephone Scam and Email Phishing Schemes

Bridgeworth has learned of recent telephone and email scams. While these scams have been around for several years, they seem to be picking up momentum lately. We’re providing information to our clients to inform you of these scams and help you recognize them up front so you do not become a victim. Telephone Scam An …

Advisor Marc Curles is a Leader On and Off the Field

The current issue of Business Alabama features a profile of advisor Marc Curles, CFP®, CRPC® who spends his Saturdays as a referee for the Southeastern Football Conference (SEC). This is Marc’s 10th season as a referee for the SEC. “The players are 18 to 22 years old, and that doesn’t change. But the officials add a …

Bridgeworth’s Viewpoint on Recent Market Volatility

As the alerts flash on the screen and CNBC talking heads show their excitement for a break from the mundane news cycle, many may be wondering what in the world is happening in the stock market. The global stock markets started selling off late last week and appear to be continuing today (Monday, August 24, …