North Berkeley Wealth ManagementDowngrade Déjà VuThe past month has been marked by relative calm in financial markets, with investors pushing prices higher based on cooling inflation…5 min read·Aug 4, 2023----
North Berkeley Wealth ManagementStraight-Line Thinking“New normal” is one of those phrases that was so overused during the pandemic that it practically lost its meaning. While this term became…5 min read·Apr 28, 2023----
North Berkeley Wealth ManagementWhen Credit Gets CrunchedThe financial winds have been shifting: interest rates have been rising, and the days of cheap mortgages and zero-percent credit have faded…6 min read·Apr 21, 2023----
North Berkeley Wealth ManagementThe Right Amount of LiquidityA question we often hear from our clients is, “How much cash should I have at the bank?” On the surface, this seems like a straightforward…5 min read·Mar 24, 2023----
North Berkeley Wealth ManagementUnraveling the Collapse of Silicon Valley BankThe unsettling banking headlines this week evoked memories of 2008 as well as the classic bank run scene from It’s a Wonderful Life where…6 min read·Mar 17, 2023----
North Berkeley Wealth ManagementThe Return of Reasonable AlternativesThe Fed’s interest rate decisions were influencing stock and bond markets long before they emerged as a catalyst for last year’s price…5 min read·Feb 27, 2023----
North Berkeley Wealth ManagementA Wandering MarketFinancial pundits have a tendency to assign prescient directionality to the market. When prices rally or decline, commentators describe it…5 min read·Jan 20, 2023----
North Berkeley Wealth ManagementFinding Inflation’s Silver LiningAfter more than a decade of tepid price increases, rising inflation has become a core focus for both consumers and businesses. Google…6 min read·Dec 16, 2022----
North Berkeley Wealth ManagementWhen Good News is Bad NewsA Friday Reflection from North Berkeley Wealth Management5 min read·Dec 12, 2022----