It’s critical. Basic accounting and understanding of credit card debt and interest rates should be part of the core curriculum in schools. But it’s not. So where do we learn financial literacy? From our parents. And where did they learn? From theirs. But today’s financial world is so different from our grandparents. We’re here to close the financial literacy gap.
We are all about clear, consistent communication at Bedell Frazier. We try to explain the what, why, how and who of everything we do. This provides both a level of professional transparency and an opportunity for education as our client’s directly partner with us through their financial planning process.
Our communications are designed to engage our audience. We try to inform and educate at the same time. The topics that we cover are wide-ranging, but always relevant.
Talk to one of our advisors today and let’s see where we can take you.
Investing for the future has always been important, but is more important today. Investing from A to Z is the perfect way to learn all the important procedures and nomenclature involved before beginning your investment endeavors. The goal of this book is an inviting educational piece to help build the necessary tools and knowledge to be a successful and responsible investor.
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The advancement of the Internet has made investing easier in some respects, but much more difficult in others. Markets move faster than ever today. In this age of globalization, global markets are intertwined. I decided to write this book as a basic primer to make sense of terminology that is spoken in the investment industry but might not always be understood beyond it.
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