Bradford Wealth Management

04/29/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

04/27/2026

Stocks were mixed last week as investors gauged potential outcomes of the Middle East conflict amid an ongoing ceasefire.The Standard & Poor’s 500 Index rose 0.55 percent, while the Nasdaq Composite Index advanced 1.50 percent. By...

04/27/2026

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

04/22/2026

Happy Administrative Professionals Day!

Today, we recognize Jaime and Jada for the consistency, attention to detail, and professionalism they bring to our team every day. Whether managing the details behind the scenes or ensuring everything runs seamlessly, their contributions do not go unnoticed.

Thank you, Jaime and Jada, for your dedication and the standard of excellence you set. We appreciate all that you do!

04/22/2026

The market is as unpredictable as the weather. We’re here to help you prepare.

This short video helps explain why markets can be as unpredictable as the weather.

04/20/2026

Stocks rallied last week as investor enthusiasm built for an end to the war in the Middle East and hopes of a resumption of normal global trade. The Standard & Poor’s 500 Index rose 4.54 percent, while the Nasdaq Composite Index picked...

04/20/2026

This National Volunteer Week, we wanted to recognize a few of the ways our investment division team serves our community beyond the workplace.

Jaime actively supports several local organizations, serving as Secretary/Treasurer of the Bond County Rod and Gun Club, Secretary of the Union Grove Cemetery Board, a member of the VFW Post 1377 Auxiliary, and a consistent volunteer with Meals on Wheels.

Brady contributes his time to Bond County CEO, Meals on Wheels, and speaking at local schools.

Mike serves on the Greenville Chamber of Commerce Board, supporting economic growth and local business development.

Connor is a member of the Optimist Club, investing in programs that benefit the next generation.

04/20/2026

Learn how insurance deductibles work, and how they can help you save money.

Knowing how insurance deductibles work can help you save money.

04/17/2026

Hear from client Eileen H., on her experience with our advisor Ian:

"Ian did our account review and was well prepared. He went over many aspects and had several questions. All of our questions were answered, and he made it easy for us to understand. We will meet at a later date to develop future plans with his help and guidance." 💬📝

Current Client. These testimonials may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. No compensation has been paid for the testimonials that appear here. There are no material conflicts of interest.

04/16/2026

Today, we wish Mike a very happy birthday! 🎁🎈🎉

04/15/2026

The Consumer Price Index has shown low inflation since '09. Are your prices rising faster?

This calculator shows how inflation over the years has impacted purchasing power.

04/14/2026

Brady recently attended Midwestern Securities' training retreat where attendees engaged in a comprehensive, advanced planning case study. The session provided an opportunity to collaborate, exchange insights, and refine skills across complex client scenarios.