Q1 2022 – CEO to YOU Message

Posted on April 07, 2022

Michael’s Message

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:

Women’s Only Bags-Botox-Bubbly-Bull Markets

To empower women in reaching new financial heights, Bradley Wealth recently hosted our Bags-Botox-Bubbly-Bull Markets event…

Office Graphics Spotlight

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…

Market & Economic Update 

Equity markets had a bumpy start to the year even before Russia’s invasion

What is Life Planning?

Life Planning focuses on the human side of financial planning, which is what we’re all about at BW.

Life Updates from Your BW Team Members

Read the latest updates from the BW Team

Welcoming Allison Wedeward, BW Executive Assistant 

I’m so pleased to share with you that Allison has joined our BW team as my Executive Assistant.

Are You Ready to File Your 2021 Federal Tax Return? 

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.

Meet Aaron and Christy

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,


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