Drawing on a Wealth of Knowledge

Bridgeworth Insights


Calendar of Events


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 …

When Life Gives You Lemons, Make Lemonade Day Birmingham!

This week we are handing the reins over to K.C. Dada, Program Director for Birmingham Education Foundation. Bridgeworth is a proud partner in the Birmingham Education Foundation’s inaugural Lemonade Day. At the Birmingham Education Foundation, we are committed to supporting our students on their paths to college, career, and life readiness. And as Birmingham continues …