North Berkeley Wealth Blog

North Berkeley Wealth Blog2020-09-10T10:17:40-07:00

Smoky Skies

By |September 22nd, 2023|Articles, Friday Reflections|

While it's natural to feel uneasy when short-term risks such as wildfires or weak corporate earnings cast a shadow over the financial markets or local skylines, history reminds us that these risks will pass with time. Financial shocks are a natural part of being a long-term investor, which is why it is important to build a portfolio that prioritizes resiliency.

A Labor Day Break

By |September 1st, 2023|Articles, Friday Reflections|

We are taking a break from our regularly scheduled reflection to begin our Labor Day weekend by closing laptops, turning off Zoom, and taking a moment to reflect on the hard work of our team. 

School’s Out for Summer

By |June 9th, 2023|Articles, Friday Reflections|

As we move into summer, we recommend ignoring the short-term noise of Fed meetings and interest rates. Opting instead to embrace new routines, longer summer days, and a break from the school year, knowing that a portfolio with a long-term strategy will remain resilient through any ups and downs.

Debt Ceiling Déjà Vu

By |May 26th, 2023|Articles, Friday Reflections|

We recognize that the debt ceiling is a negotiation, and classic public negotiation tactics should be expected. While headlines can make it tough to find reasons to be optimistic, it’s helpful to look to the historical patterns of similar negotiations to put current events into context.