In looking at our brand, our history, and our desire to be a sustainable firm, we decided that the name North Berkeley Wealth Management better represents what we do for our clients. It indicates the continued importance of place for us and our primary role in people's financial lives.
Partners Kate Campbell King, CFP® and Brian Kozel, CFP® sat down to discuss the current state of the financial markets, the difference between trading and investing, and the power of donor-advised funds.
North Berkeley Investment Partners is proud to announce a partnership with Berkleyside's Uncharted: The Berkeley Festival of Ideas on a new series of Evening Ideas Fests.
Today, there is a spreading consensus that the short term in the market is becoming riskier. We don't disagree. While two years ago, most economies were accelerating their growth, now most are slowing down. In our latest market commentary, we look at the "lend and spend" strategy of lowering interest rates to promote economic growth.
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®.
The drumbeat of negative headlines continues, and many people are on edge about the market and investing in general. As uncertain as this moment seems, the effects on the financial markets is often short-lived.
In our inaugural Impact Highlights Report, we look at one practice of engagement used by mutual funds to create change within companies on Environmental, Social, and Governance (ESG) issues. Direct dialogue of a mutual fund with the companies in which they invest can be a powerful tool for encouraging business practices that do less harm and more good for us all.
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.
Today’s economy has been sending signals that it is in its final innings. The stock market goes up and down in price trying to discern the direction of the game – now surging forward with a tax cut or solid economic data, now pulling back due to the prolonged trade war or slowing corporate earnings.