The Olympics reliably provide great drama. Whether it’s enough to justify the cognitive dissonance of hammering forward with the Games amid a health crisis is another question
Q2 2021 Market Commentary
Global economic activity has picked up over the last three months, reflecting pent-up demand but still faces several road bumps as the pace of recovery varies between nations.
Impact Highlight Report
We highlight specific investments that address the historic lack of access to capital in housing and business funding via both loans and venture capital.
In a showing of bipartisan support, the US Senate voted for the Innovation and Competition Act. It provides widespread support for research and development in technology and science, representing a long-term view that will hopefully drive needed patterns of change.
To navigate the boundary between your portfolio and your needs in life, your choices and priorities should be front and center when deciding to buy, sell, and reallocate equities.
Life is full of tipping points, and change isn’t always smooth and linear. Response to certain crises can take much longer to develop than expected, and when it does coalesce, change can occur faster than anticipated. Rapid change may be coming for the oil industry.
A successful transition to retirement must express your values. Understanding the motivation behind your decision, and being prepared for how you will spend your time post-retirement, are key steps to achieving a fulfilling retirement.
Tax rates and mortgage rates are both on the rise. For some investors, these shifts may indicate negative trends for market prices and economic growth. If we zoom out for perspective, history tells us that these increases may not be such a bad thing.
Many industries have been unprepared for rapid surges in demand caused by the pandemic. Notably, the lumber and microprocessor industries find themselves rationing scarce quantities through higher prices.
One method of gaining perspective when faced with overwhelming data is to zoom out and understand how recent activity fits into a larger pattern. By doing this, we can gain a better understanding of the ‘relative progress’ during the pandemic versus the ‘absolute progress’ over a longer timeframe.
Cryptocurrency is an evolution of money that currently hinges on its ability to solidify widespread trust in its functionality as a store of value and a medium of exchange. Trading platforms like Coinbase may add legitimacy and security to ownership of cryptocurrency.
Q1 2021 Market Commentary
In the current pattern of growth, interest rates are likely to be volatile while both production and employment are recovering, and equity prices are likely to behave in kind.
Impact Highlight Report
We examine the interconnection between soil health and societal health and the opportunity for investors to align their financial resources with their desire for a positive impact.
North Berkeley Wealth Management congratulates Lead Advisor and Director of Financial Planning, Sam Wood-Bednarz, CFP® on his new role as Partner.
Traffic on the Suez Canal is fully halted in both directions after the Ever Given became lodged in the embankment. Fascinating as it is, the bottleneck and the slowdown that it’s caused will ultimately be a short-term detour in the long-term trajectory of global trade.