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

Thinking Fast and Slow

Thinking Fast, and Slow

Most people have experienced that moment of confusion when someone from a younger generation uses a slang word or phrase that you don’t understand, and this is a near certainty if you have millennial children or grandchildren in your life ... Read More
Immigration Stories

Immigration Stories: Two Upcoming Events

Immigration is one of our country’s proudest legacies – and yet is now also a critical humanitarian and political issue. Over the last two years, we have heard from clients, colleagues, and friends who want to make a difference. For this reason, we're proud to be sponsoring two upcoming events that discuss immigration and the challenges we all face in handling integration ... Read More
Kate Campbell King and Brian Kozel

Kate Campbell King and Brian Kozel honored by BHSDG

Kate Campbell King and Brian Kozel were honored by the Berkeley High School Development Group at their annual partners luncheon ... Read More
Bike to Work 2019

Bike to Work Day 2019

Thursday, May 9 is Bike to Work Day. North Berkeley Investment Partners is hosting an Energizer Station in front of our offices on Solano Avenue at Colusa ... Read More