Expanding Your Investment Horizons
Schroeder Capital Management, LLC, Takes a Global Perspective

There’s a world of great opportunities out there, as long as you know where to look. No one understands this quite like Fred Schroeder, President and Chief Investment Officer of Schroeder Capital Management, LLC. Over more than 30 years in the investment business, Schroeder has traveled and conducted research all over the globe, either in person or through his detailed research, investigating industries and companies for unique investment value. Schroeder Capital has offices in Lafayette, California, and Bend, Oregon. …Read More →

The Headlands Group Helps Investors Embrace and Benefit From Market Uncertainty

As an investor, you will take risk. You can go conservative and take  
 the chance that inflation will outrun your gains. Or you can be bold and position yourself for potentially higher rewards.

As Terry O’Neill and Kal Salama of The Headlands Group explain, embracing risk may be your best bet. The firm, which serves high-net-worth clients, has an uncommon but effective approach to building wealth: Use and manage risk.

Recent equity market turmoil has prompted people to seek safe …Read More →

Financial Security, Generation After Generation

Retirement almost always comes sooner than expected. When planning for the future, it is becoming harder to know which way to turn due to the recession and questions surrounding Social Security, future tax rates and other variables. More than ever, particularly for families and individuals with substantial wealth, it is critical to seek guidance from knowledgeable advisors.

“We view ourselves as financial physicians,” says Michael G. Frazier, Vice President and Portfolio Manager of California-based Bedell Frazier Investment Counselling, LLC …Read More →

True Understanding Leads to 
Better Financial Future

Elisabeth Andreason, CFP®, CWS®, 
CAP®, speaks in a soft voice with the clarity of a former English teacher and the precision of a mathematician.

Elisabeth is the principal of The Andreason Group at Morgan Stanley. A Certified Financial Planner™ practitioner, Certified Wealth Strategist, Chartered Advisor of Philanthropy, Portfolio Management Director and Wealth Advisor, Elisabeth clarifies complicated issues to help clients make informed decisions in order to reach their goals. …Read More →

Distinguished in the Art of
Financial Planning Herrmann Financial Services Displays Extraordinary Teamwork and Expertise

Ever notice a string of letters after a financial advisor’s name? Ever wonder what they mean? The letters in the CFP® mark are of particular significance, showing their user is a CERTIFIED FINANCIAL PLANNER™ certificant. Advisors with this designation have distinguished themselves by meeting stringent educational, examination, experience and ethics requirements.

In other words, a CFP® professional is no ordinary financial advisor, …Read More →

Individualized Attention, Planning in Four Key Areas Distinguish Financial Planner John McKee

John H. McKee always enjoyed finance; in junior high school, along with the more usual enthusiasm for baseball and football, he began tracking stocks and creating model investment portfolios.

Later, after earning his bachelor’s degree in economics from the University of California, Santa Barbara, he earned his CPA license, broadening his understanding of corporate balance sheets and the overall economy. Through his professional experience – operating his company, Personal Portfolios, …Read More →