The tremendous energy for racial justice that we’ve seen in the last eighteen months has created a strong foundation for investment managers to build on in their existing advocacy efforts. They engage with the companies in their portfolios with an intention to create long-term change, and not just respond to…

“To be interested in the changing seasons is a happier state of mind than to be hopelessly in love with spring.” – George Santayana

January brings the annual tradition of envisioning the year ahead. For individuals, this often includes New Year’s resolutions to change patterns in their personal lives. In…

The holiday season is well underway — a time for gathering, for reflection, and for sharing traditional stories and parables that help illuminate the spirit of the season. One such story is Charles Dickens’ telling of A Christmas Carol, which recounts the redemptive journey of a miserly Ebenezer Scrooge. While…

The end of the year is often a time of reflection and gratitude, generosity, and family. Although entirely arbitrary, the end of one calendar year and the celebration of the New Year holiday hold symbolic weight as a time of new beginnings. The act of reflecting on the past year…

The market has been a roller coaster since last Friday, rising or falling by more than 1% each day as investors oscillate between optimism and pessimism. The primary culprit has been the emergence of a new COVID variant in South Africa. The cycle of alarmist headlines, rapidly shifting travel restrictions…

It’s the time of year in which charities are sending out their end-of-the-year solicitations. You sort through the stacks that land in both of your inboxes: the good old-fashioned mailbox and your email. Now that you have sorted these requests, it’s time for the hard part: where to give?

Supporting…

Covid shut down a lot of businesses, at least temporarily. Many are now re-opened, and many large businesses are nearly back to normal operations. Nonetheless, the recovery in employment has lagged. October jobs numbers reflected further growth, but compared to February 2020 the economy still has 1.7 million fewer jobs…

With over 400 IPOs in the United States this year, new companies are coming to market with fresh ideas ranging from cloud-based storage companies like Snowflake to next-generation automobiles like Lucid Motors. Working at these companies can be financially rewarding for employees, but the wait for that moment can be…

Stock market prices are perpetually incorporating new information. Once per quarter, the speculative price changes are reconciled against companies’ actual earnings. Analysts and investors dissect a regimented accounting of each company’s revenue, expenses, and profits from the prior quarter, and market prices adjust. …

North Berkeley Wealth Management

A values-driven wealth management firm helping clients create a sense of calm in their financial lives through responsible investment and thoughtful planning.

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