Articles

Familiar Unknowns

By |2021-12-03T16:02:00-08:00December 3rd, 2021|

While the emergence of the Omicron variant is troubling as a public health issue, it is familiar territory for the economy. As we face new variants and risks, we believe a long-term strategy will continue to serve our clients well.

Giving with Intention

By |2021-12-03T14:16:09-08:00November 19th, 2021|

It feels good to give, but getting started can be difficult. Affirming your values and identifying aligned organizations can make the experience more intentional and meaningful.

Tender Offers: The New IPO

By |2021-11-19T14:28:13-08:00November 5th, 2021|

Tender offers provide employees of pre-IPO companies the opportunity to sell some shares while a company is still private. It's a strategy the benefits both the company and its employees.

The Power of Disclosure

By |2021-11-03T11:37:21-07:00November 3rd, 2021|

Impact Highlight Report
Disclosures help investors evaluate companies. Increasingly, investors are demanding more than just financials, they want insight into a companies environmental and social performance.

Bank On Your Community

By |2021-10-29T15:01:49-07:00October 22nd, 2021|

Our choice of banks is an essential, though often unexamined, financial relationship. Choosing a bank can be a way to create positive alignment between your values and your finances.

Inflation and All That Jazz

By |2021-10-29T15:02:50-07:00October 15th, 2021|

Should we consider the current inflation as temporary or real? There are real price increases impacting consumers today, but we're also unlikely to see the long-term inflation experienced in the 1970s.

Firewise Planning

By |2021-10-22T13:29:14-07:00October 8th, 2021|

Fire season is now an annual concern for Californians. Having a plan for the risk of fire can better protect your family's financial resources.

Noisy Normalization

By |2021-10-15T15:27:57-07:00October 1st, 2021|

Q3 2021 Market Commentary
Investor sentiment is slowly shifting from the optimism of early-2021 when investors believed ‘when this pandemic is over, things will be better,’ to a more pragmatic outlook that acknowledges the pandemic is not over and may linger.

The Snarled Supply Chain

By |2021-10-01T15:42:24-07:00September 17th, 2021|

We often take for granted how products arrive at our doorsteps or on store shelves. The pandemic has caused a snarled supply chain, and the resulting scarcity is driving up product prices.

Taking Control of ‘Losing Control’

By |2021-09-24T14:26:07-07:00September 10th, 2021|

Addressing our mortality, and the gradual lack of capacity that often precedes it doesn't rank on our favorite things to do. Starting conversations early paves the way for specific problem solving when issues arise and can create peace of mind.

Lessons from Fukushima

By |2021-09-17T14:22:35-07:00September 3rd, 2021|

Transitory disruptions to the global supply chain persist and the impact on long-term valuations grow as investors question how companies will recover and protect their profits against future disruptions.

Investing in a Changing Climate

By |2021-09-10T15:49:47-07:00August 27th, 2021|

Response to our worsening climate crisis is complex and gradual. For clients interested in climate friendly investing, we focus on a number of ways they can choose financial security while having an impact with their investments.

The Callous Market

By |2021-09-07T13:56:04-07:00August 20th, 2021|

History offers many examples of war and tragedy that can be used to analyze how markets make sense of the potential financial impacts during a crisis.

Back to School

By |2021-08-20T14:43:53-07:00August 13th, 2021|

There are four primary avenues to paying for college: scholarships, student loans, work-study, and savings. Many families' college cash flow plans include several of these options, and each has different lessons for parents and children.

We Welcome Two New Advisors to Our Team

By |2021-08-10T15:34:15-07:00August 10th, 2021|

North Berkeley is excited to announce the addition of two new advisors to our team! Joining us are associate advisor, Carmetta Joyner, and lead advisor, Krystal Fortner, CFP®.

Mixed Messages

By |2021-08-20T14:45:52-07:00August 6th, 2021|

The prevailing story in the markets over the past year has been economic recovery, pandemic progress, and Fed support. The story has supported price growth but hinges on a “just right” middle path to keep those three pillars in balance.

From Idea to Reality

By |2021-08-06T13:00:36-07:00July 30th, 2021|

Response to our worsening climate crisis is complex and gradual. A chorus of voices from investors and consumers can accelerate the process for all stakeholders in the global ecosystem.