North Berkeley Wealth Management

The future of energy production, especially with the demands of AI and cloud computing, hinges on a balanced and sustainable mix of sources. As established technology companies partner with nuclear startups, the sustainable solutions they develop could help meet the rising energy demand without further exacerbating climate concerns. In our latest Friday Reflection, Brian Kozel, CFP®, and Daniel Smyth, CFP®, CPWA®, discuss the renewed interest in nuclear power. Read the article https://lnkd.in/gFW7kY35

Although popular myths sometimes suggest that one party or the other is consistently ‘better’ for market returns, the historical data does not bear this out. Please see our article below: Investing and Elections: What History Tells Us by Brian Kozel, CFP® https://ow.ly/LF6a50TYsIe

We're #hiring a new Associate Advisor in Berkeley, California. If you or someone you know is interested in joining our dynamic team of financial professionals apply today or share this post with your network.

Whether motivated by a passion for a particular cause, a desire to give back to the community, or a desire to support a loved one’s passion or cause, charitable giving is a way that many of our clients choose to have an impact in areas that are important to them. Please see our article: Optimizing Your Charitable Giving by Sam Wood-Bednarz, CFP®. https://ow.ly/e6eg50TOWaF

Bonding with a grandchild can be one of life’s most precious experiences, and properly planning for their future can be a deep expression of love. Please see our recent Planning Reflection by Ariana Alisjahbana, CFP® below: https://ow.ly/Mq0i50TK4UL

Markets have been experiencing a heat wave recently, with stronger-than-usual growth over the past twelve months. While that growth continued in the third quarter, patterns shifted, and a new array of sectors helped lead the broad market higher.⁠ ⁠ Read our latest market commentary by partner and CIO Brian Kozel, CFP®⁠ https://lnkd.in/grdUzWcH

We welcome Irene Nelson and Valerie Corvin to the North Berkeley Wealth office gallery. Their work demonstrates what it means to have an art practice. Each day, they put in the time, face the unknown, and embrace what might be possible. The resulting abstracts swim with ideas and forms that didn’t exist at their beginnings. ⁠ ⁠ The Opening Reception is Thursday, October 17, from 5:30 to 8 p.m. Join us for great art, lively conversations, an informal chat with the artists, and delicious food and wine. Bring friends. Share the word.⁠ More info at https://lnkd.in/gq4z3v6Y ⁠

Reducing HVAC systems' environmental impact is a crucial step toward achieving a more sustainable future and a significant opportunity for companies to innovate. Please see our article below - The Cost of Cooling a Warming World by Brian Kozel, CFP®. https://ow.ly/tkz850TtCzL

Utilizing the appropriate financial tools can enhance your overall financial security and success. See The Landscape of Investment Accounts, by Jena Regan, CFP®, for a perspective on choosing the right investment accounts https://ow.ly/kmZm50Tnobe

Rather than measuring debt as a percentage of GDP, which is primarily an income measure, measuring debt against total assets paints a far more solvent picture. Please follow the link below to read Putting the National Debt in Context by Brian Kozel, CFP® https://ow.ly/qUYI50ThUQw