Jessica’s Corner

Jessica Ellis Jessica Ellis Client Management Associate
Jessica is responsible for account management and is the primary point of client communication – coordinating meetings and calls, transmitting information, and fulfilling requests for non-investment transactions. She also liaises between clients and our preferred financial relationships. She joined Bradley & Company in 2008. She is currently enrolled in the Personal Financial Planning Certificate program at UC Berkeley, working towards her Certified Financial Planner credential. She holds a BS from Western Michigan University.


Haitian Relief Efforts: Can Deduct on 2009 Return if Donation Qualifies

On January 22, 2010, the President signed into law HR 4462 (Public Law No: 111-126), establishing special rules that apply to charitable donations made... 

Do you have an Interest Bearing Checking Account?

These days, consumers are likely not aware of the outrageous amounts of money spent on checking account fees (ATMs, converting currency, overdraft protection…the... 

Should I contribute to my company 401(k) Plan?

Yes. Unless you absolutely cannot afford to set any money aside, at all—you should contribute to your employers’ 401(k) plan. It is one of the most... 

What is a Revocable Living Trust?

A Revocable Living Trust is a popular estate planning tool that allows to you to: Retain control over the trust property while you are alive Avoid guardianship... 

I’m getting a lot of credit card offers–How do I tell which one is the best?

Start by carefully reading the brochure or application you’ve received. It may seem like a lot of jargon, but that fine print contains important... 

All About IRAs

What is an IRA? An IRA is an “Individual Retirement Account” which is a type of retirement savings plan that offers specific tax benefits. In fact,...