North Berkeley Wealth Blog

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

Noisy Normalization

By |October 1st, 2021|Articles, Market Commentaries|

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.

Back to School

By |August 13th, 2021|Articles, Friday Reflections|

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.

Mixed Messages

By |August 6th, 2021|Articles, Friday Reflections|

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.