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

Invest in Community

Invest in Living – Invest in Community

The longer I watch the world turn, the more interesting things get, and more clarity I have about how I should be involved ... Read More
Havana Curveball

Film Screening of Havana Curveball

Join us for a special screening of Havana Curveball on Sunday, October 7 at 4 p.m. along with a Q&A with the filmmakers. This is a heart-warming story of an American teenager who faces challenges donating baseball equipment to young Cuban players ... Read More
B Corp Social

B Corp Social

Come meet and connect with fellow B Corps at North Berkeley Investment Partners! All Bs (or friends of Bs!) are welcome to attend and network at our office. We also encourage anyone interested in learning more about B Corps to join us. ... Read More
Personal Legacy Seminar

Developing Your Personal Legacy

What is your personal legacy? We believe that it is comprised of both financial assets and your personal history, vision and values. Join us for an informative seminar on how to plan your legacy ... Read More