Bedell Investment Counselling LLC

Bedell Investment Counselling LLC
Bedell Investment Counselling LLC is listed in the Investment Advisory Service category in Walnut Creek, California. Displayed below are the social networks for Bedell Investment Counselling LLC which include a Facebook page, a Google Plus page, a Linkedin company page and a Twitter account. The activity and popularity of Bedell Investment Counselling LLC on these social networks gives it a ZapScore of 77.

Contact information for Bedell Investment Counselling LLC is:
200 Pringle Ave
Walnut Creek, CA 94596
(925) 932-0344

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Bedell Investment Counselling LLC has an overall ZapScore of 77. This means that Bedell Investment Counselling LLC has a higher ZapScore than 77% of all businesses on Zappenin. For reference, the median ZapScore for a business in Walnut Creek, California is 36 and in the Investment Advisory Service category is 29. Learn more about ZapScore.

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Bedell Frazier Investment Counselling, LLC added 14 new photos.
TGI-THANKSGIVING We have so much to be thankful for. In addition to our health, our families and friends, we are so thankful for this beautiful country that we call home. It’s easy to take it for granted. We recognize how fortunate we are. As a business owner, I believe it is so important to give back to the community. We have been supporters of the Save Mount Diablo organization for a few years. It is run by a fantastic group of people who have one mission: to preserve the natural beauty of our land and promote conservation for generations to come. This year we teamed up with Joaquin Moraga Intermediate School to help educate the students about the uniqueness of the Bay Area landscape and emphasize its importance in our daily lives. Our staff and the students hit the mountain to learn about the history and wildlife. We also helped restore indigenous plants and grasses. Kids these days have such structured schedules and face many stresses in the classroom. Their free time is often soaked up on social media or playing video games. It seems to be a rarity for them to spend time in nature. It’s a huge risk for our beautiful home if the next generation doesn’t understand it and appreciate it. So we ditched our phones and tablets and headed to the muddy trails on the mountain with a sack lunch, a notebook, and unbridled enthusiasm. At the end of the day, we all split up for 45 minutes on a ridgeline to reflect on what we experienced and why we are thankful. It was such a healthy experience. The students were so impressive with their thoughts and attitudes. I was blown away by the creativity and depth of their journal writings. If these Bay Area 6th graders are a sample of our future generations, then we are in excellent shape. We are investment professionals. There is no investment more important than our kids and grandkids. This experience made me proud to be a small business owner in the Bay Area, a parent and an American. For this, I am truly thankful. Have a wonderful Thanksgiving. Our office will be closed Thursday and Friday. We will be back, dark and early on Monday. - Michael Frazier A special thank you to Al Johnson for these wonderful photos! Read today's Full TGIW on our website here:

TGIF! Unstoppable Forces There is a Revolution around us and it is digitally driven. Things happen so much faster today and spread far and wide. It has completely changed the way we live. Network connectivity spans the world and access is always open. Last month marked the 30th anniversary of Black Monday, the day the Stock Market crashed over 20% in a day. That was the equivalent of the DOW falling 5,000 points; in a single day! Many didn’t even realize the Market crashed until they read it in the paper the following day. Today, a mere 1% sell off causes angst. We haven’t seen many of those this year, though it happened this week. It’s the nature of this Digital Age. There are a number of unstoppable forces in motion. Some are good, others not so much. The ability to communicate with family, friends and for business is cheaper and easier than ever. E-commerce makes shopping easy and efficient too. Cars are more reliable and powerful and fuel-efficient. Industries operate so much more efficiently now and aren’t buried in paper like decades past. The digital age has also made it easier to hack into accounts and networks as well as form terror groups. Cyber-warfare was given birth in the digital age. Another unstoppable force that seems to be plaguing our society is the collapse of legitimacy. There is very little trust in traditional institutions and authority. It has been building for decades, perhaps born out of the handling of the Kennedy assassination, Watergate and Vietnam. It gained further momentum with Iran-Contra and Monica Lewinsky. It’s the very thing that the Russians have been targeting. When you turn on Cable News you see completely different broadcasts, generally with polarizing political perspectives, depending on the channel. The digital age has in many ways democratized access to information. It’s given pretty much everyone a voice. Power has been dispersed from the traditional institutions. Today’s information flow is stuffed with negativity. It’s all about catchy headlines and sound bytes. And I’m just referring to the tax reporting. There are so many alarming things coming out of Washington and Hollywood, way beyond tax talk. There is a clear crisis in confidence. Who can we trust? Americans have expressed their mounting frustration. Just look at these current Disapproval Ratings: - Media 70% - Congress 92% - The Presidency 67% - Big Business 79% - Banks 78% - Justice System 77% Things that used to be considered reliable are losing. This is no longer Walter Cronkite’s world. Network Nightly News ratings continue to slide. When’s the last time you opened an Encyclopedia or read a print version of Time Magazine? Ask a Millennial what an encyclopedia even is. What’s trustworthy? Studies show the Millennial generation do not trust traditional institutions or advertising. They trust peer recommendations and referrals. Friends and colleagues are believed to be more reliable and honest. Think about it, they’re coming of age in this polarizing world of negativity. It’s an issue for all of our younger generations. Millennials seem to trust Amazon. They trust Google and social media too. It’s a peer-to-peer world they embrace. The Titans of Tech have become very powerful and influential. It’s been an unstoppable force. Traditional institutions have scrambled to maintain relevance in the digital age and the scramble continues. The real question is whether the government will jump in. The theme on Capitol Hill is taxes and it is causing more argument. That is to be expected with government dysfunction. But listening should be expected too. Unfortunately listening, which is one of the greatest human traits, seems to be losing momentum in our great nation. Shouting gets more attention. Political and social divides are widening. Our foreign adversaries are reveling in our internal fighting. It’s not good. Internal debate is a critical part of our freedom, but only with respect. We are experiencing a re-set of globalization. When you think about it, the fall of the Berlin Wall didn’t work out for everyone. Some prospered mightily while others did not. This is a global issue. We prefer to listen and think amidst all the talking. We try to get past the noise and focus on the substance. We see a solid global economy, which is accelerating overseas. We anticipate a tax deal ultimately getting done, but not in 2017. The Market expects it. We pay close attention to economic, political and social trends. The unstoppable forces continue to be investable, but we are very mindful of the costs associated. As an investor and a parent, navigating this current environment comes with fast-moving challenges. We are long-term investors who are always prepared for anything that comes our way. Have a nice weekend. We will be back, dark and early on Monday. – Michael Frazier Read today's full TGIF on our website:
Unstoppable Forces There is a Revolution around us and it is digitally driven. Things happen so much faster today and spread far and wide. It has completely changed the way we live. Network connectivity spans the world and access is always open. Last month marked the 30th anniversary of Black Monday...

TGIF! Numbers, Earnings, Noise and Simplicity Here’s another numbers piece, but those of you who generally don’t like numbers, I think you will still get value out of this one. For those of you who do like numbers, I hope you dig this. You’re the judge. I look forward to your comments. It’s Earnings Season. Four times per year companies present their report cards to show how they did and how they anticipate things ahead. As Market professionals, it’s refreshing to be able to study facts and interpret trends to help refine and develop investment strategies. During this time we can tune out political noise and other distractions. These days there is plenty of noise and distractions out there and the volume is deafening. The reason is simple; Earnings drive stocks. Corporate profitability is the single largest influence on stock prices. That is why we were less concerned about the growing political and geopolitical issues in the beginning of the year, because we anticipated earnings growth to accelerate in 2017. And it has. Over 90% of S&P 500 companies have finished reporting 3rd Qtr earnings and revenue results. The numbers are looking good. Of the 457 companies that have reported, 74% exceeded earnings estimates. The combined earnings growth has come at a solid 6.1% year-over-year. On the revenue side, 66% beat sales estimates so far, with a 5.8% growth rate from last year. This is a really good sign because revenues are the purest measure of demand growth. Revenues grew for 79% of S&P companies. The 4th Qtr is expected to see double-digit earnings growth, as the increased Holiday spending helps fatten up the bottom line. The global economy has been accelerating too. It is growing at a 3.5% pace this year and is expected to increase 3.7% in 2018. That is a healthy advance from last year’s 3% growth rate. Emerging Markets like India and China are setting the pace, and we see this continuing. Companies exposed to global markets are doing even better. S&P companies with greater than 50% of their sales overseas saw their revenues grow 10% and their earnings grow a whopping 13%. The weak Dollar has helped too. As you know, stocks are a discounting mechanism. That means that they anticipate future events and they begin pricing them in. That’s why it’s common for a “sell the news” event. On average, the companies that reported positive reports, meaning they met or beat expectations, have seen their stocks increase 0.4% this Earnings Season. However, companies that disappointed by missing expectations have seen their stocks fall on average 3.5% the following day. In some cases, disappointing earnings have led to double-digit declines. What we are seeing is the Market is rewarding positive earnings reports less than the historical average and are punishing misses much more so. That happens in an expensive Market, and this Market is certainly on the expensive side. This has been a growth and momentum Market and growth stocks have been leading. But for how long? Good question. We are hyper-focused on this. There are more signs that growth stocks have gotten ahead of themselves and are priced for perfection. In fact, both the DOW and S&P broke their 8-week win streaks, which was the longest consecutive run in 4 years. Valuations are on the high side across the board and are extremely expensive in certain areas, particularly in Tech. Not all stocks are expensive because not all stocks have participated in the rally. Areas that are on the cheap side can be found in Financials and the Consumer sector, which has not performed well in 2017, and both are looking attractive to us. Expensive stocks on one side, cheap stocks on the other. Buy low, sell high. Heard that one before? Generally, it’s good policy. Except for the times when you buy low and they go even lower so you need to buy high before they go higher. That’s what’s been happening. That’s what makes a Market. There’s a lot of confusion out there. It’s the noise that causes it. Most times it pays to keep it simple. Have a nice weekend. We’ll be back, dark and early on Monday. - Michael Frazier Read today's TGIF on our website here:

Mike's Morning Brief: Market opens in the red again after President Trump had a very clear and emphatic speech last night from South Korea. He has been President exactly 1-year. The Stock Market has risen the most in any new President’s first year. He knows it too. President Trump left South Korea and landed in China for a meeting with President Xi. The critical Asian tour continues. Stocks saw their first decline in a number of days yesterday, though the DOW, meaningless as it is as a benchmark, squeaked out a slight gain. More importantly, the small-cap Russell 2K was down over 1% yesterday and has been weak the last couple of days. This suggests trouble around the tax-plan. The Tech heavy NAS was down too and is showing some signs of cracking. Earnings have been solid overall, but the companies that missed have seen their stocks clobbered. The broad-based rally has thinned quite a bit. Retailers are at multi-year lows, while the DOW, S&P, and NAS are at fresh new highs. Also, a concern is interest rates. They’re moving lower. It is happening on the back-end, specifically in the 30-year and 10-year Treasury yields. But they aren’t budging on the front-end, which means the yield curve is flattening. That’s not a good sign. Financials are feeling some pain. The yield curve inverts when a recession is on the horizon. There’s no such evidence of recession anywhere now, but it’s worth paying attention to. The Bond Market is the smartest money there is. Democrats scored some victories last night, with important wins in Virginia and New Jersey. Oil prices have seen a big move higher of late. It’s driven by increased demand overseas while supplies continue to shrink. The corruption scandal in Saudi Arabia is playing a role too. WTI hit $57 this week, the highest level in 2.5 years. That is an important development. Energy stocks have had a big run of late after getting crushed earlier in the year. Gold prices are higher in early trading, suggesting caution too. We expect the zero volatility to pick up quite a bit. Call buying on the VIX has picked up this week, something we haven’t seen in a while. November and December are normally the strongest 2 months of the year for stocks. But 2017 has been anything but normal. - Michael Frazier Read today's Morning Brief on our website here:

TGIF! Farewell Janet, Hello Jay? I know, you’re thinking, another piece on interest rates and the Fed? So boring, right. Well, stay with me. There is going to be a new leader at the Federal Reserve. His name is Jerome Powell. His friends call him Jay. President Trump announced the move on Thursday, which if confirmed, will put an end to Janet Yellen’s tenure in February. Confirmation is nearly certain. That would mean just 1 term for Janet Yellen. She was the first woman to chair the Fed. She will most likely now be the first 1-termer in nearly 40 years. It’s also the first time a new President decided to choose a new Fed Chair in 4 decades. Yellen could still serve out her term as a Fed Board member, which doesn’t expire until 2024. Importantly, unemployment has fallen to a 16-year low on Janet Yellen’s watch. She has secured herself as a pioneer regardless of her next path. So what does this mean? Most importantly, it means continuity and predictability. The Market likes it. Powell worked closely with Yellen and Ben Bernanke, who both presided over a very supportive, highly sensitive central bank during and after the Financial Crisis with increased transparency. This was not the case under Alan Greenspan and Paul Volcker, who were large personalities and kept things very close to their vests and/or briefcases… In case you’re wondering, Alan Greenspan and his famous briefcase was the longest tenured at 18 years. In 5 years as a Fed Governor, Jerome Powell never dissented from Yellen’s policy recommendations. President Trump has said he wants to see interest rates stay low. This is very likely under a Powell-led Fed. Even though interest rates are expected to increase next month and next year, they remain near historic lows and that will almost certainly continue. The other aspect that the Market and the President like about Powell is his desire for loosening burdensome regulation. That’s pro-business. With Powell, we might just get a combo of Yellen-styled monetary policy with a Republican’s view on regulation. Why do we care about the Fed? Because the Fed is the ultimate overseer of interest rates. Interest rates are the price of money. They have been low for so long, which has helped stock prices, bond prices and home prices. Low rates also make buying a car cheaper. They promote business investments. Low interest rates help strengthen the economy. But if they stay too low, too long, they can inflate asset prices. The Stock Market at all-time highs and housing, particularly in the Bay Area, are direct reflections of this. If and when interest rates start moving higher, it will certainly have an impact on pricing. The monthly payment on a new mortgage will rise, which will cool down a hot housing market. With all that said, interest rates actually fell this week. It’s a sign the Market is quite comfortable with the predictability and continuity of this Fed transition. Equally important more near-term, it tells us that the Bond Market doesn’t believe that all is perfect right now, like the Stock Market seemingly does. For example, the yield curve reached the flattest level we’ve seen since 2007, something we are monitoring closely. The Bond Market is the smartest of money and with little clarity on where the new tax bill is headed and the President on his way to Asia, there are a lot of things that could derail this rally. North Korea comes to mind. With the record run on the DOW, the rationality of existing exuberance is getting a little frothy. Fed Chairman Alan Greenspan made his famous speech 3 1/2 years before the bubble burst. So excessive enthusiasm can certainly last a while. However, investor sentiment is now at highs not seen since October of 1987. Remember what happened then? Me too. Very few saw Black Monday coming. It didn’t end well. Our primary job is your financial security. We take this responsibility so very seriously. We’re on it. Have a nice weekend. We’ll be back, dark and early on Monday. - Michael Frazier Read today's full TGIF on our website here:

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So honored to be part of this.

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