Q3 2021 – CEO to YOU Message
Posted on October 25, 2021
Planning and Guidance, Tailored To Your Life and Goals
Posted on April 07, 2022
Talking to clients this past quarter, I’ve seen a great shift in how they’re prioritizing and thinking about their lives. Two years of a global pandemic, along with Russia’s invasion of Ukraine, have forced many of us to step back and re-evaluate how we want to occupy our limited time on Earth. As a financial advisor, I’ve never had as many conversations about choice, meaning, purpose, and legacy.
I’ve shifted my thinking, too, and ask myself what I’m doing to live my dash, as described by Linda Ellis in The Dash Poem.
I read of a man who stood to speak
At the funeral of a friend
He referred to the dates on the tombstone
From the beginning…to the end.
He noted that first came the date of birth
And spoke the following date with tears,
But he said what mattered most of all
Was the dash between those years.
For that dash represents all the time
That they spent alive on earth.
And now only those who loved them
Know what that little line is worth.
For it matters not, how much we own,
The cars…the house…the cash.
What matters is how we live and love
And how we spend our dash.
So, think about this long and hard.
Are there things you’d like to change?
For you never know how much time is left
That can still be rearranged.
If we could just slow down enough
To consider what’s true and real
And always try to understand
The way other people feel.
And be less quick to anger
And show appreciation more
And love the people in our lives
Like we’ve never loved before.
If we treat each other with respect
And more often wear a smile,
Remembering this special dash
Might only last a little while.
So, when your eulogy is being read
With your life’s actions to rehash…
Would you be proud of the things they say
About how you spent YOUR dash?
We all seem to be maximizing our dash these days! We see clients relocating to their favorite towns and natural settings to be closer to family and spend more time with children and grandchildren. People are shifting their lives in significant ways that force them to take advantage of their time, and it’s inspiring.
In this first quarter, as usual, we continued to grow BW so we will remain your wealth manager of choice. In this edition of CEO-to-YOU, you’ll read about:
To empower women in reaching new financial heights, Bradley Wealth recently hosted our Bags-Botox-Bubbly-Bull Markets event…
I’ve long believed in the power of words to inspire and motivate us. The right saying at the right time can help us take action…
Equity markets had a bumpy start to the year even before Russia’s invasion
Life Planning focuses on the human side of financial planning, which is what we’re all about at BW.
Read the latest updates from the BW Team
I’m so pleased to share with you that Allison has joined our BW team as my Executive Assistant.
It’s tax time! Before you file your taxes, make sure you’ve checked these essential six items off your list, ensuring your return is complete and accurate.
Aaron and Christy are clients, yes, but they are also close friends and feel like family.
Thank you for being our client and for allowing us to be a part of your dash. As your perspective shifts with time, we’re committed to shifting with you and being by your side every step of the way.
Enjoy Spring and Live Life Fully,