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Charitable Giving through Qualified Charitable Distributions

“Great philanthropy is distinguished not by the sheer size of a gift or grant, but by what it accomplishes.” 1 Americans are a charitable bunch. In 2019 we gave $449.64 billion to charity2, and this number is likely to go up in 2020 even in the midst of a global pandemic. According to a Fidelity …

Financial Friday – June 26th, 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 …

BBJ names Birmingham Top 100, “From Cruise Control to Crisis Control”

Thank you, Birmingham Business Journal, for including us in your listing of the Top 100 largest privately held companies in Birmingham.  We feel honored to be included in such an innovative group of businesses and are proud to be part of a strong, united community, especially during these turbulent times.

3 To-Do’s for Every New Parent

“On the night you were born, the moon shone with such wonder that the stars peeked in to see you and the night wind whispered, ‘Life will never be the same’.” Author Nancy Tillman aptly describes the moment anyone becomes a parent – life is never the same.  You spend months trying to prepare: reading, …

“How to Tackle What’s Holding Women Back in Finance: RIA Zell”

Bridgeworth is proud to be a firm that values women in finance and mentoring those who have just started out in their financial and wealth management careers. ThinkAdvisor‘s article featuring DeLynn Zell, CFP®, gives insight into strengthening your network and maintaining relationships early on in your professional journey. “Business development is really nothing more than building relationships. …