Articles

History as Context

By |2021-05-10T13:51:37-07:00May 7th, 2021|

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.

Pinch Points

By |2021-05-07T13:42:40-07:00April 30th, 2021|

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.

A Dash of Perspective

By |2021-05-07T13:43:12-07:00April 23rd, 2021|

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.

Money, Cryptocurrency, and the Value of Trust

By |2021-04-30T15:21:48-07:00April 16th, 2021|

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.

Soil Health and Societal Health

By |2021-04-13T10:19:28-07:00March 31st, 2021|

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.

Bottleneck at the Canal

By |2021-03-31T11:07:23-07:00March 26th, 2021|

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.

Growing Pains

By |2021-03-30T10:14:30-07:00March 19th, 2021|

We are now probably getting into the second act of the pandemic, and can’t yet see clearly the possible twists in the plot that will set us down in an entirely new landscape. Like a Shakespearean character, though, we continue to accommodate to circumstance.

When Bad News is Good News

By |2021-03-11T15:35:11-08:00March 5th, 2021|

Rising interest rates are a natural process in the re-opening of the economy and show that the market relationship between stocks and bonds is normalizing.

Berkeley Food Network

By |2021-03-09T15:21:54-08:00March 3rd, 2021|

Community Partner Highlight
In 2020, the Berkeley Food Network stepped up to the impact of the coronavirus pandemic on food insecurity in our local communities.

A Song of Ice and Fire

By |2021-02-26T15:04:23-08:00February 19th, 2021|

Complex systems like energy grids or financial markets aren’t perfect, but they are designed to be resilient. When catastrophes happen, resiliency matters more than perfection.

Unintended Opportunities

By |2021-02-26T15:05:10-08:00February 12th, 2021|

Covid-19 could shift from a pandemic disease to an endemic one. Businesses understand this shift and new and potentially lucrative Covid-19 business lines are quickly emerging.

2020 Community Engagement Report

By |2021-02-19T13:38:20-08:00February 11th, 2021|

In 2020, we looked at the issues of justice, equality, diversity, and inclusion (JEDI) in our community, our industry, and our workplace. We asked ourselves, how do we better engage in issues of social justice?

Engaging with Social Justice

By |2021-02-19T13:39:00-08:00February 10th, 2021|

In 2020, our firm looked at the issues of justice, equality, diversity, and inclusion (JEDI) in our community, our industry, and our workplace. We asked ourselves, how do we better engage in issues of social justice?

Pedaling as Fast as We Can

By |2021-02-11T14:06:09-08:00February 5th, 2021|

Optimism in the markets is being driven by innovation, ultra-low interest rates, and the promise of financial and public health support from the government. Are we running ahead of reality?