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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
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
Up, up, and away has certainly been the theme for stocks all Spring. Actually, blast off
We are nearing the halfway point for 2026. Summer is just around the corner. Graduations are
The widely anticipated Beijing summit has come and gone. There was pomp, circumstance, and a whole
Deal or no deal? The ceasefire is on or off? The situation is beyond confusing. The
Unfazed: That pretty much sums up the Market’s response to the ongoing conflict with Iran. The
Apple CEO Tim Cook announced he is stepping down. This was both a surprise and no
Coming into the year, the Global economy had evolved into a powerful and increasingly durable expansion. Growth was firming, earnings were accelerating, inflation was moderating
The remarkable run this Spring continued as the Stock Market shook off the concerns surrounding the
Volatility continues. The Stock Market this Spring has behaved like few times in decades. Prices have
From Goldilocks to Gridlock: Markets at a Crossroads The “Goldilocks with Fragility” backdrop we outlined last Summer evolved into a powerful broadening phase as we
Correction remains the theme on Wall Street as the price of Oil is seemingly dictating all
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
Goldilocks Strengthens: From Narrow Strength to Broadening Expansion The “Goldilocks with fragility” backdrop we outlined last Summer shifted to a “broadening” phase as we entered
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
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
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
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
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
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
The scoreboard for 2025 has been anything but dull. Tariffs, OBBBA and AI, Oh My! After a strong opening to the year, momentum has slowed