CEO Update Q1 2020

Posted on May 21, 2020

Market and Economic Review
After peaking at 3,386 on February 19, 2020, the S&P 500 Index declined by 26.7% in just sixteen trading days, marking the sharpest descent into bear territory in history. That was..
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What Drives Us – You, Our Purpose, and Our Core Values
As a Bradley Wealth client, any time you call or visit our office you should see and feel our values. In late 2019, our team…
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EOS and how it’s Transforming Bradley Wealth
Six months ago, we launched our two-year EOS program and have made rapid progress with help from Michael Erath of The Traction Hub. Michael has been our guide week after week…
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Life as a Bradley Wealth Client
We Love New Clients & Appreciate Referrals! I’m so happy to welcome Dr. Aaron and Kim H. to our Bradley Wealth family. Best of all, they were referred by a trusted CPA (and friend!)…
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Now, here’s some good news: we anticipate giving 24 clients access to their Personal Financial Website in 2020. Just to refresh your memory, your site will allow you to track your entire financial life, not just your BW assets and portfolio. This short video explains all the features you can take advantage of, so please take a minute to see how you can benefit.
Imagine the power your personal financial website puts into your hands! If you chose to, you can link your outside investment accounts, mortgage information, checking and savings accounts, car payments, etc., with the highly secured platform. The dashboard will not allow transactions, but it will mirror as much of your financial picture as you’d like. Ryan Tosto, Associate Wealth Advisor and our in-house expert, will reach out to our clients in phases with more details about accessing this valuable tool. I hope you’ll take advantage of your personal financial website and all its useful features.
And, finally, on a positive personal note, while this past quarter still has our heads spinning, I was lucky enough to start the year by becoming engaged to Brooklyn, my best friend. She said, “Yes,” to my proposal at the stroke of Midnight, December 31, 2019, on a rooftop in Paris! I feel extremely lucky to have Brooklyn as my life partner. Making this journey with her, I know we can do anything. (We haven’t set a date yet, but we’re looking at 2021.)
My life’s purpose is making sure you live your life by your design. Every day, I focus on doing the same thing for Brooklyn and me; blueprinting our future. I plan to be the best possible husband for her, and the best possible financial advisor for you. Through ups and downs, good times and bad. We’re all in this together. And there’s nowhere else I would want to be.
Michael Bradley, President & CEO

Bradley Wealth

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In 15 minutes we can get to know you – your situation, goals, and needs – then connect you with an advisor committed to helping you pursue True Wealth.