Q1 2022 – CEO to YOU Message
Posted on April 07, 2022
Planning and Guidance, Tailored To Your Life and Goals
Posted on October 08, 2020
We’ve made it through three-quarters of the year, a year dominated by a life-altering and life-taking pandemic, a stumbling economy, deep-seated social strife, tragic losses from massive fires in the west and destructive hurricanes in the gulf, and market volatility, all leading to up to a Presidential election many consider to be the most important in our country’s history.
And that’s just scratching the surface of what an astounding year 2020 has been. Most people are ready to leave the year behind! Yet, even in the chaos, people are still being kind to each other. At Bradley Wealth, we’ve plowed ahead with our plans to build an advisory firm that will serve you into the future.
We haven’t slowed down in following our strategy. For instance, we’ve made three significant hires in the last three months, which you’ll read about, and we’re expanding our use of technology to improve your experience.
In this issue, you’ll learn more details about:
Our Market & Economic Review: Election & Other Macro News
With the presidential election just under a month away, prospects for another round of fiscal stimulus seem to be dwindling…
Who Serves You
We are constantly raising the bar to deliver extraordinary experiences on your road to True Wealth. That’s why I’m very pleased to announce the addition of …
Why You Benefit: New Services
Everything we do at Bradley Wealth is to make your portfolio more powerful, and to ensure you are able to live your ideal life plan. We rely on some tech…
Life as a BW Client with Julie B.
“I’m in search of my next adventure,” Julie said. Her positive attitude outshines the fact that she lost her event management job at the height of the Coronavirus…”
We will always keep moving forward for you. You’re the reason we arrive at work every morning eager to enhance your life plan and the value of your portfolio. Just one more quarter full of holiday celebrations and then we’ll leave 2020 behind, with hopes that 2021 will be a year for all of us to heal and (maybe) regain some normalcy.
Please enjoy this issue, and continue to be kind to each other,