Bluespring Wealth California

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.

We are nearing the halfway point for 2026. Summer is just around the corner. Graduations are in full swing. Time sure flies. Memorial Day officially kicks off the Summer driving season. Fuel consumption usually spikes this time of year. And we all know the price at the pump is sky high... 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 widely anticipated Beijing summit has come and gone. There was pomp, circumstance, and a whole lot of handshakes. But there was very little in the way of meaningful action. There were no major breakthroughs. There were no confirmed deals. The result is seemingly more stability in the relationship of the 2 superpowers and the status quo for policies. In other words, they kicked the can down the road, hand in hand, with smiles... 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.

Deal or no deal? The ceasefire is on or off? The situation is beyond confusing. The conflict in Iran has been head-spinning, and the price of Oil has reflected the volatile news flow. WTI fell below the $100 level. But it remains elevated in the mid $90s. The December contract is holding pretty firm just below $80. That suggests supplies should improve towards year-end. But that isn’t helping prices at the pump, which are north of $6 in many California cities. High prices continue to take a toll on the American Consumer. The price of Oil was $55 just before the conflict... 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.

Unfazed: That pretty much sums up the Market’s response to the ongoing conflict with Iran. The price of crude surged back above $100 this week. The Market barely blinked. It’s been trying to move past the conflict. Politics and geopolitics definitely can influence price action. But more than anything else, it’s earnings that drive stock prices. We are smack dab in the middle of Q1 Earnings Season and this was the biggest week. The Tech Titans took the field. This, in addition to a Fed meeting, a Royal visit, new data for the U.S. Economy and a surprising OPEC departure. It was quite a week. In the face of so many issues, risks and events, the Stock Market remains all Bulled-up. Here’s another rapid rundown of what happened and why it matters... 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.

Apple CEO Tim Cook announced he is stepping down. This was both a surprise and no surprise. The more you think about it, it makes perfect sense. Tim Cook has done a masterful job of managing the company for the last 15 years, after taking the reins from Steve Jobs... 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 remarkable run this Spring continued as the Stock Market shook off the concerns surrounding the Middle East and hit fresh, all-time highs. The S&P surged in April as fast as it fell in March. These V-shaped moves have become quite familiar. It happened during Covid. That’s what went down last Spring around the tariff tantrum. That’s precisely what’s happened around the conflict in Iran. It goes from Bull to Bear, back to Bull in a flash. The Oil down, Stocks up tether is firmly in place. Right now, this Market is all Bulled up... 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.

Volatility continues. The Stock Market this Spring has behaved like few times in decades. Prices have moved ferociously, in both directions. Oil up, Oil down. The price of Oil has been driving all things Market-related ever since the conflict in Iran began. The damage is palpable. Market participants are trying to assess the impact of the developments in the Middle East and the energy markets. The answer is found somewhere between the Middle East and the Dark Side of the Moon... 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.

Correction remains the theme on Wall Street as the price of Oil is seemingly dictating all. WTI is back at $100. The price action has been pretty simple: Higher Oil has forced higher yields and lower stock prices. It has blanketed the Global Market. The Market often ignores geopolitics. Not this one. The military conflict in Iran is impossible to ignore. The impact is being felt wide and far... 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.