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.
Today’s economy has been sending signals that it is in its final innings. The stock market goes up and down in price trying to discern the direction of the game – now surging forward with a tax cut or solid economic data, now pulling back due to the prolonged trade war or slowing corporate earnings.
North Berkeley is proud to be part of Art Walk on Solano again this year. See our new exhibit “Glimpse” featuring the work of Lara Hoke, Ned Axthelm, and Elena Zolotnitsky. We will have light refreshments and wine. There’s even rumor of steel drums out front. Stop by anytime between 4 and 7 p.m.
Most people have experienced that moment of confusion when someone from a younger generation uses a slang word or phrase…
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.
Kate Campbell King and Brian Kozel were honored by the Berkeley High School Development Group at their annual partners luncheon.