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.
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®.
The drumbeat of negative headlines continues, and many people are on edge about the market and investing in general. As uncertain as this moment seems, the effects on the financial markets is often short-lived.
In our inaugural Impact Highlights Report, we look at one practice of engagement used by mutual funds to create change within companies on Environmental, Social, and Governance (ESG) issues. Direct dialogue of a mutual fund with the companies in which they invest can be a powerful tool for encouraging business practices that do less harm and more good for us all.
For our Q3 mid-quarter commentary, partners Kate Campbell King, CFP® and Brian Kozel, CFP® sat down to discuss the current state of the financial markets and the firm’s approach to managing client portfolios.
A reserve policy and an investment policy statement provide structure and clarity for nonprofits in financial decision making.