Insights that Matter

We regularly share our viewpoints on financial planning, investment management, and the broader economic and investment environment. We conduct workshops and participate in events in the areas of our expertise. If you’d like to keep up to date with our latest articles and news, please join our mailing list.

Featured Posts

Mid-Quarter Commentary

2019 Q4 Mid-Quarter Commentary

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. ... Read More
Uncharted Evening Ideas Fest

A new series of Evening Ideas Fests sponsored by North Berkeley Investment Partners

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 ... Read More
Market Commentary - Spend and LEnd

The Latest Chapter in Lend and Spend

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 ... Read More
Sarah Green and Jena Regan

North Berkeley welcomes Sarah Green and Jena Regan to our team of advisors

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®. ... Read More