North Berkeley Wealth Management

As we take a collective deep breath and await the upcoming election results, now is a good time to take a moment, gain perspective, and prepare for the path ahead.

Everybody Dance Now! Get ready to dance the night away with Little Marvin and the Gardeners. We’re proud to be a sponsor of the 7th Annual Rock in the Redwoods benefit concert this Saturday at 6:00 p.m.! A rockin’ virtual experience that lets you put on your dancin’ shoes while supporting Yes Nature to Neighborhoods and boogie, woogie, woogie in the comfort of your own home.

When dialogue alone isn't enough, participation in shareholder resolutions is a powerful tool to engage companies to support systemic change. Much like our vote at the ballot box in November, shareholders' rights to 'vote their shares' amplifies and multiplies the voices heard in the boardroom.

The fate of small business owners is changing and in positive ways. Shifts in the economy brought about by COVID protocols have provided new opportunities and new audiences for small business as we adapt to this new landscape of shopping.

The sudden disruption brought by the coronavirus accelerated trends already underway in the business landscape resulting in an economic downturn. As we go to press with our third quarter Market Commentary, policymakers in Washington continue to struggle with providing stimulus to address challenges faced across the nation. Now more than ever, your vote matters in electing representatives that share values for the future.

From vaccine trials to updates on stimulus negotiations to reporting on election results - effective communication is key. And financial markets are no exceptions as they respond to the tensions of our current situation. Read our market commentary https://northberkeleywealth.com/a/communication-interrupted

THIS WEEKEND! We’re proud to be a sponsor of Berkeley #UNBOUND, a virtual mini-fest from the Bay Area Book Festival, with 22 Berkeley-connected change-makers on the issues of equity and belonging facing our nation. Warriors Head Coach Steve Kerr, comedian/activist W. Kamau Bell, Congresswoman Barbara Lee, chef/food activist Alice Waters, poet/essayist Ishmael Reed, more, plus short segments from Berkeley community leaders. For more info and to register: https://www.baybookfe...st.org/berkeleyunbound/ #berkeleyunbound, #baybookfest Check out the video! [ https://www.youtube.com/watch?v=0Kr9oa3Sm68 ]

Whether Environmental, Social or Governance Impact (ESG), when it comes to sustainable investing, understanding the interplay of power and progress is key. Join us on a brief journey through the landscape of shareholders, stakeholders, and reclaiming economic power along with our Director of Impact Investing, Sarah GreenCFP in her conversation with John Streur, CEO of Calvert Research and Management.

Today, we set aside our usual Friday commentary to allow space for our founding partner, Kate Campbell King, to reflect on the passing of Ruth Bader Ginsburg and the shared experience of loss.

Who's got your back when you are no longer able to make decisions? An estate plan is preparing now to make things easier for yourself and your loved ones later. Read the first in our series of estate planning articles. https://northberkeleywealth.com/artic/who-has-got-your-back

Does disruptive change lead to action or paralysis? Whether you fall into the ‘hold tight’ camp or the ‘embrace the change’ camp or somewhere in between, it is key that your financial resources can support your particular life needs.

Some new job opportunities are a path to the Golden Egg. If stock options are part of your compensation package, you need to know the risk and benefits to your future financial health.

As our skies in the Bay Area turned orange and the AQI went up to triple digits, thoughts turn to climate change. The path ahead must involve renewable energy production as essential component as we look to investing in our economic growth.