Articles

The Snarled Supply Chain

By |2021-09-17T14:18:58-07:00September 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 |2021-09-17T14:21:46-07:00September 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.

Olympic Trials & Tribulations

By |2021-08-06T13:01:04-07:00July 23rd, 2021|

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

Cycles of Recovery

By |2021-07-26T11:34:54-07:00July 9th, 2021|

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.

They Who Have The Gold

By |2021-07-16T13:52:12-07:00July 2nd, 2021|

Diverse boards and diverse management teams - both in terms of gender and racial diversity - can anticipate a broader set of needs, and come up with more innovative solutions.

Echoes of Past Excess

By |2021-07-09T15:10:42-07:00June 25th, 2021|

Investors face the question of whether high equity prices are a sign of speculative excess or a reasonable conclusion based on pandemic-altered demand and a recovering economy.

Innovation Begins with Investment

By |2021-06-25T13:03:39-07:00June 11th, 2021|

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.

There and Back Again

By |2021-06-11T15:25:22-07:00June 4th, 2021|

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.

The Hemingway Law of Motion

By |2021-06-11T15:26:12-07:00May 28th, 2021|

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.

Help Wanted

By |2021-06-04T16:25:54-07:00May 21st, 2021|

The national employment headline numbers don’t tell the full story of a fraught employment landscape, with ‘help wanted’ signs outpacing job applications in recent weeks.