To read the latest Morningstar reports on the funds in the Bradway portfolio, click here.
We have posted a summary of our May conference call, which covered changes we made to your accounts earlier in the month. To read the summary, click here.
We are using the YouTube video service for our tutorials. For best results, increase the resolution from 360 to 720 and click the button to view in full screen mode.
We had a successful and fun afternoon at the New Britain Rock Cats baseball game on Sunday, July 18. Thanks to the 50 clients, families and friends who attended the game with us, we were able to raise about $700 for the National Kidney Foundation. Half of the game's ticket proceeds went to the National Kidney Foundation serving Connecticut. Separately, we held a raffle of two Specialized children's mountain bikes. The entire proceeds of the raffle went to this worthwhile cause. We'd like to thank everyone who attended. And we'd like to single out clients Rich and Anna Retallack, who are involved with the charity and invited us to participate. They worked hard all day long and earned our gratitude for helping to organize the event for all of us to enjoy.
