Q2 2021 – CEO to YOU Message

Posted on July 15, 2021

Michael’s Message: Skills for the New Normal

If you’re like me, you’re enjoying the reopening, including being able to dine out, travel, and hug the people you haven’t seen in a long time. Summer usually brings brightness, new chances, and time outdoors; this summer brings those things and so much more!

A new normal is headed our way and at BW we’re ready. That’s because we’re adapting to your needs as we’re speaking to clients about changes in their finances or their financial philosophy due to the pandemic.

In this issue, you’ll read about the latest market updates, our summer interns, and some tips to help during this economic reopening. You’ll also read about BW client Bronner H., a medical doctor, and hear his insights on what being a BW client has meant to him and his family. Like Bronner, I’ve always said, “health is wealth” and have encouraged friends and family to get regular health and financial checkups. By checking in regularly, you’ll know what steps are needed to optimize your health and your wealth.

Topics in this issue

Market & Economic

Since the start of 2021, global equities have advanced 11% and aggregate 10-year government bond yields have moved 40 basis points (bps) higher.

Ryan and Charlie: Our Summer 2021 Interns

I’m so proud to introduce you to Charlie Short, one of our two summer interns, along with Ryan Tosto, who is on break from his law studies.

Midlife Financial Checklist

In financial planning, setting clear and concise goals is paramount. We’ve found that using checklists is the best way to facilitate the steps of financial planning…

Core Value Spotlight: Connected & Engaged

At BW, we live by our core values and in this issue we’re spotlighting the value of being connected and engaged.

Asset Manager Spotlight: Galaxy Crypto Index Fund or Millennium Fund

Galaxy Digital (“Galaxy”) is a diversified merchant bank dedicated to the digital assets and blockchain space.

Our Referral Strategy

I truly believe a referral is the greatest compliment and the greatest gift a client or Centers of Influence (COI) can give BW.

Budgeting Tips for the Economic Reopening

The pandemic seems to be receding. Now what? How did 2020 affect your finances and how will you adjust?

Life as a BW Client: Dr. Bronner H.

One of the greatest rewards of being a financial advisor is becoming friends with my clients, like Bronner H.

As you’re now getting out and about, living life to its fullest, please know we’re here for you, tracking your finances and your financial goals, and ensuring you live your dream life.

Call on us any time, enjoy this issue, and have a cool summer!

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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.