North Berkeley Wealth Blog

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

2023 Community Engagement Report

By |February 23rd, 2024|Articles, Community|

We experience the threads of community through our work with clients, interactions with people and local businesses, and partnerships with nonprofit organizations. Our Community Engagement Report explores how we strived to strengthen the fabric of our community in 2023.

A New Season Begins

By |February 16th, 2024|Articles, Friday Reflections|

When building your portfolio and saving for retirement, hitting singles and doubles is the safer, lower-risk route. It's the singles and doubles that win the game. Home runs are exciting, but good defense and strong pitching carry teams deep into the post season.

Charlie Munger: Lessons from Warren Buffett’s Right Hand Man

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

Charlie Munger was an inspiration to countless investors - including members of our team here at North Berkeley. His emphasis on acquiring a diverse range of mental models, understanding the fundamental nature of business, and maintaining a long-term perspective has become gospel for many in the financial world. Rest in Peace Charlie Munger.

Powered By the Sun

By |November 17th, 2023|Articles, Financial Planning Articles, Friday Reflections|

Taking steps to develop independence from the power grid saves energy and money and can also bring you peace of mind. Whether you are ready to make the change to solar energy or just beginning to explore your options, we can help you understand your financial landscape and provide support as you engage with experts to assess your personal situation.

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.