The Bond Market is back in intimidation mode. The Bond Vigilantes are riding again. They’re pushing hard on the sticky inflation and mountains of debt. It’s never clear when the Bond Market is going to re-assert its authority on the financial system. But when it does, it’s impactful. Stocks usually stand back. The Bond Market is the ultimate smart money. It’s the responsible adult asset-class. It’s also the alpha dog on Wall Street. This won’t be the most interesting piece I write. But it’s amongst the most important ones. The Bond Market matters. It matters a lot...

The information and opinions presented in this podcast, including the views of guests not affiliated with Bluespring Wealth, are for general informational and educational purposes only and should not be considered investment, tax, or legal advice. Any references to specific securities, sectors, industries, products, or services do not constitute a recommendation or endorsement. All investments involve risk, including the possible loss of principal. Past performance or market behavior is not indicative of future results. Listeners should consult their own financial professionals before making any financial decisions. Bluespring Wealth is registered with the Securities and Exchange Commission. This registration does not imply a certain level of skill or training.

It’s that time of the year again: Earnings Season. Corporate America turns in quarterly report cards for investors to review and measure company fundamentals. It’s a refreshing time in many ways for investors. It allows us to focus on facts rather than rhetoric and emotion. Like many Earnings Seasons of late, this one comes with the Stock Market near all-time highs. That generally means that expectations are pretty built in. They’re expected to be good...

The information and opinions presented in this podcast, including the views of guests not affiliated with Bluespring Wealth, are for general informational and educational purposes only and should not be considered investment, tax, or legal advice. Any references to specific securities, sectors, industries, products, or services do not constitute a recommendation or endorsement. All investments involve risk, including the possible loss of principal. Past performance or market behavior is not indicative of future results. Listeners should consult their own financial professionals before making any financial decisions. Bluespring Wealth is registered with the Securities and Exchange Commission. This registration does not imply a certain level of skill or training.

Twelve score and a half score more, our fathers brought forth on this continent, a new nation, conceived in Liberty, and dedicated to the proposition that all men are created equal. Eleven years later, We the People agreed to form a more perfect union. The United States Constitution was created. Right there, a novel concept was born; Admitting imperfection while striving to continue to be better. That type of approach was unheard of at the time. Clearly back then, all men were not considered equal. And women weren’t even included. But those mistakes were corrected over time. Though still flawed, the admission is the beauty and the guts of the American system which has drawn awe from the rest of the world ever since...

The information and opinions presented in this podcast, including the views of guests not affiliated with Bluespring Wealth, are for general informational and educational purposes only and should not be considered investment, tax, or legal advice. Any references to specific securities, sectors, industries, products, or services do not constitute a recommendation or endorsement. All investments involve risk, including the possible loss of principal. Past performance or market behavior is not indicative of future results. Listeners should consult their own financial professionals before making any financial decisions. Bluespring Wealth is registered with the Securities and Exchange Commission. This registration does not imply a certain level of skill or training.

Microsoft is building a massive data center in West Texas and Chevron will provide the power. That was announced this week. The deal is set for 20 years. The facility will be on 2,000 acres in the Permian Basin, the heart of America’s Oil & Gas industry. Increasingly, Tech companies are building facilities closer to energy sources as the AI advancement continues...

The information and opinions presented in this podcast, including the views of guests not affiliated with Bluespring Wealth, are for general informational and educational purposes only and should not be considered investment, tax, or legal advice. Any references to specific securities, sectors, industries, products, or services do not constitute a recommendation or endorsement. All investments involve risk, including the possible loss of principal. Past performance or market behavior is not indicative of future results. Listeners should consult their own financial professionals before making any financial decisions. Bluespring Wealth is registered with the Securities and Exchange Commission. This registration does not imply a certain level of skill or training.

Quality meetings require proper preparation and participation. It fuels ideas and honest debate. Everyone contributes. It’s important to create an environment where people feel comfortable speaking their minds and are recognized for honesty and integrity. A little humility helps, too. Respect for different ways of thinking should be encouraged. Strategies also need to adapt and evolve. Conventional approaches to unconventional situations generally fail. Old ways can get stale...

The information and opinions presented in this podcast, including the views of guests not affiliated with Bluespring Wealth, are for general informational and educational purposes only and should not be considered investment, tax, or legal advice. Any references to specific securities, sectors, industries, products, or services do not constitute a recommendation or endorsement. All investments involve risk, including the possible loss of principal. Past performance or market behavior is not indicative of future results. Listeners should consult their own financial professionals before making any financial decisions. Bluespring Wealth is registered with the Securities and Exchange Commission. This registration does not imply a certain level of skill or training.

The Market never takes a vacation. It’s there to price in events and expectations around the world every week. This was another busy one with plenty of Market-moving events. Here’s another rapid rundown...

The information and opinions presented in this podcast, including the views of guests not affiliated with Bluespring Wealth, are for general informational and educational purposes only and should not be considered investment, tax, or legal advice. Any references to specific securities, sectors, industries, products, or services do not constitute a recommendation or endorsement. All investments involve risk, including the possible loss of principal. Past performance or market behavior is not indicative of future results. Listeners should consult their own financial professionals before making any financial decisions. Bluespring Wealth is registered with the Securities and Exchange Commission. This registration does not imply a certain level of skill or training.

Welcome to Bluespring Wealth - California. The roots of this new firm run deep through the legacies of Bedell Frazier Investment Counselling and Capital Planning Advisors. These were evolutionary firms with storied histories of risk-taking and whatever it takes attitudes which thrived during the RIA renaissance of the 2010s. They successfully navigated the choppiness and uncertainty during Covid and are positioned well for these 2020’s. These organizations were fiercely independent, centered around people and operated actively in the Business of Life. It’s that commitment that will drive Bluespring Wealth - California in the decades to come...

The information and opinions presented in this podcast, including the views of guests not affiliated with Bluespring Wealth, are for general informational and educational purposes only and should not be considered investment, tax, or legal advice. Any references to specific securities, sectors, industries, products, or services do not constitute a recommendation or endorsement. All investments involve risk, including the possible loss of principal. Past performance or market behavior is not indicative of future results. Listeners should consult their own financial professionals before making any financial decisions. Bluespring Wealth is registered with the Securities and Exchange Commission. This registration does not imply a certain level of skill or training.

Up, up, and away has certainly been the theme for stocks all Spring. Actually, blast off is more like it. Nothing has stalled this mighty ascent. Tech Stocks continue to lead the charge higher. The Stock Market hasn’t cared about rising interest rates, high gas prices, nagging inflation nor a war in the Middle East. It just has not cared. It’s also caught so many by surprise...

The information and opinions presented in this podcast, including the views of guests not affiliated with Bluespring Wealth, are for general informational and educational purposes only and should not be considered investment, tax, or legal advice. Any references to specific securities, sectors, industries, products, or services do not constitute a recommendation or endorsement. All investments involve risk, including the possible loss of principal. Past performance or market behavior is not indicative of future results. Listeners should consult their own financial professionals before making any financial decisions. Bluespring Wealth is registered with the Securities and Exchange Commission. This registration does not imply a certain level of skill or training.