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. As the wealth management landscape evolves, we believe the best
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 excited to be a part of this invitation‑only event, which
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 and I had our first child. We read all the
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 while the grocery bill, price at the gas pump, and
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. There’s a long runway for their retirement savings to grow
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 reach your financial goals, whatever those may be! Focus on
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 considered a pillar of a successful retirement plan. We would
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 omnipresent. Mortgage rates are reaching levels not seen in decades
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 Touch.” Congratulations Mike! “The perception is Apple is missing the
