With so many questions and unknowns during a divorce, a financial planner can help figure out what comes next.
North Berkeley Investment Partners is excited to announce the addition of two new advisors to our team! Joining us are lead advisor, Sarah Green, CFP® and associate advisor, Jena Regan, CFP®.
For our Q3 mid-quarter commentary, partners Kate Campbell King, CFP® and Brian Kozel, CFP® sat down to discuss the current state of the financial markets and the firm's approach to managing client portfolios.
What is your personal legacy? We believe that it is comprised of both financial assets and your personal history, vision and values. Join us for an informative seminar on how to plan your legacy.
Trade tensions have proven quite real over the last three months and continue to dominate headlines. Market price volatility continues apace as well, affected by concerns not only about trade but also rising interest rates and energy prices.
Like the ebb and flow of the tide, we saw markets rush upward in January only to see them retreat back in February and March. We have also seen a few historically large single-day declines, only to see a big rebound a few days later. The primary reason given for this volatility has been broad concern about tariffs and a looming trade war with China.
We have an almost incomprehensible amount of information at our fingertips. Making use of that information is another thing entirely. In personal finance, like many other aspects of life, asking the right question is the essential element in decision making.
Faith and hope can take many forms. Belief in “big data" makes it easy to think that if you have enough hard data, the truth will emerge. We see this regularly when people expect there to be a simple, technical answer to how much money they need to retire.
Investing, like many aspects of our lives in 2017, has become global. The world has shrunk in ways that Ferdinand Magellan could never have imagined.