Bedell Frazier Investment Counselling, LLC

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

The Schwabacher Group at Morgan Stanley

Comprehensive Wealth Management With Multigenerational Planning

For us, life planning means more than providing our clients with investment advice. It means helping them maintain the financial independence they have worked their lives to achieve. It means striving to ensure they have the means to pursue what is most important. It means understanding each client’s unique goals, values and circumstances to determine the strategies we will develop on their behalf.

Our consultative process begins with an in-depth discussion of current finances and future objectives. We address issues the client might have overlooked …Read More

Schroeder Capital Management, LLC

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

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

Bedell Frazier Investment Counselling, LLC

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

Herrmann Financial Services

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

Personal Portfolios

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

Tides

Tides Helping People Invest in the World They Want to See

A filmmaker needs financial support to produce a movie about the plight of Palestinian immigrants. The result: the critically acclaimed Amreeka, which screened at major film festivals and on network television.

An anti-domestic violence program needs money. Activists mobilize a campaign to persuade Congress to reauthorize funding. Today, Stop Family Violence continues its important work of public education and advocacy about a growing epidemic.

An organization …Read More

CH Reynolds

Woman-owned CH Reynolds Nears 30th Anniversary With Second Generation of Family Leadership

Women owning construction companies was a rarity in 1996 when Shelly Paiva got her first job at CH Reynolds. They were more likely found answering phones and working in the front office. That’s just where Paiva began, but she had her sights on management and ownership. It was, after all, in her DNA. Her father, Charles H. Reynolds, had founded the Silicon Valley-based electrical construction company in 1983.

Rolling up her sleeves, Paiva immersed …Read More

SideMark Corporate Furniture

Excellence in Workspace Design Positively
Affects Lives Says SideMark’s Sandi Jacobs

Sandi Jacobs joined furniture dealer SideMark in 1989, the same year the Dilbert comic strip debuted. Dilbert graphically depicted the bleak, cubicle-defined work spaces of modern offices typical of the time. With a vision of “truly cohesive design,” SideMark founder and CEO Randy Horton recruited the talented Jacobs to establish a new business model for the corporate furniture company that would integrate excellent design with outstanding dealer services. …Read More