In this issue, you’ll learn more details about our:
Market & Economic Review
The longest expansion in US history is officially over, according to the National Bureau of Economic Research. That is no surprise…
Core Value of the Quarter: Thirst for Knowledge
We are always ready to learn whatever it takes to keep BW on the cutting edge, so we can deliver what you want most: expert investment…
Entrepreneurial Operating System (EOS) Quarterly Updates
We’re making great progress with our EOS program. As you read in “Getting the Right Stuff Done,” an article from…
Investment in Technology
We pride ourselves on giving you a high-touch experience, knowing you can reach out to any of us at Bradley Wealth and we’ll be available…
Life as a Bradley Wealth Client: Alex M. is Ahead of her Peers
Alex M., one of Bradley Wealth’s newest Millennial clients since February 2020, is taking over the world! She is beyond her 28 years…
Like you, we’re learning to adapt to the new Coronavirus reality. Our business lives have been pushed online, and I have a feeling the virtual world will be our home, for the most part, until a vaccine for the Coronavirus is available to people all over the world.
We’re committed to keeping you informed about your portfolio, our advancements on your behalf, and our insights through emails, review meetings, webinars, phone calls, my Beyond the Money blog, social media, these CEO messages, and more.
Please remember, I’m more than just your financial advisor. Call on me anytime I can be of assistance to you and your family!
President and CEO, Bradley Wealth
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