Protecting your assets goes beyond investment management, it includes safeguarding against cyber threats. As criminals become increasingly sophisticated, it is essential to stay vigilant. Below
At Bedell Frazier and Capital Planning Advisors, our mission has always been simple: provide thoughtful, objective guidance for our clients throughout every season of life
This week, I attended an industry conference in sunny and hot Scottsdale, Arizona, hosted by our custodian broker partner, Charles Schwab. I was honored and
Bringing a child into the world is one of the most exciting, fun, scary, and exhilarating experiences of a lifetime. I remember when my wife
A Fresh Look at the 4% Rule on Retirement Spending Emotions run high during Financial Market sell-offs. Investment portfolios can be down across the board
Learning about the power of compounding returns is an important lesson in retirement savings for everyone but especially those just starting out in their careers
It is time to apply your priorities to spending goals, so the money you spend truly aligns with your values. A budget can help you
Have you heard the old adage that the only free lunch in finance is diversification? Having a diverse asset allocation in one’s investment portfolio is
The Federal Reserve is dominating headlines with its large interest rate increases as it battles to fend off inflation that has gone from transitory to
We are proud to announce that Mike Frazier was quoted in The New York Times article, “Apple Surprises Investors Worried That It Had Lost Its
