North Berkeley Wealth Management

08/21/2026

Open conversations create the kind of collaboration between you and an advisor that results in a high-quality financial plan supportive of the whole of your life. The more your advisors know about you, the more precise your financial plan will be.

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Open conversations create the kind of collaboration between you and an advisor that results in a high-quality financial plan that supports your whole life.

08/14/2026

Recently, the relationship between market prices and underlying earnings has looked healthier. In our latest market reflection, Chief Investment Officer Brian Kozel, CFP®, explores how improving profits are helping companies grow into the higher valuations that have concerned investors in recent years.

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Current stock prices reflect substantial expectations for future growth, particularly as companies invest heavily in artificial intelligence. What has changed is the fundamental support beneath today’…

08/12/2026

We're pleased to present Botanicals, a group exhibition featuring the work of local artists June Yokell, Kija Lucas, Karen LeGault, and Jules Kobelin.⁠ Each of these talented artists explores our emotional responses to trees, grasses, fruits, and flowers. Their art relishes the joyful, life-giving communion humans have with the greenery that surrounds us. ⁠

Join us for a reception celebrating the artists on Wednesday, September 24 from 5:30 to 8 p.m. at the North Berkeley Wealth office gallery.⁠

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Botanicals art exhibit at North Berkeley Wealth Management features the work of June Yokell, Kija Lucas, Karen LeGault, and Jules Kobelin.

08/07/2026

Trump Accounts (TAs) are intended to provide children with a head start on saving for retirement. But are they the right option? Sam Wood-Bednarz, Partner and Senior Advisor at North Berkeley Wealth Management, outlines the pros and cons of TAs and compares them to other types of savings accounts for kids.⁠

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Trump Accounts (TAs) are a new type of savings account meant to give kids a jump start on saving for retirement.

07/25/2026

Gifting isn’t always straightforward, but real joy can be found in giving during your lifetime, when you can see the impact firsthand. Before moving forward, it is important to confirm that your generosity will not put your own financial future at risk.

Please see: A Plan for Family Giving by Kim Berger, CFP® at the link below.

Once you’ve determined that gifting can fit into your own financial plan, the next question is how to make the gift in a way that works best for everyone.

07/18/2026

Financial confidence isn’t defined by the size of your accounts. It comes instead from understanding where you stand and making decisions intentionally.

Please see A Plan Built for Living by Jena Regan, CFP® at the link below

07/11/2026

As AI adoption increases demand for electricity, land, materials, cooling systems, and new infrastructure, companies will need to explain not only what their long-term targets are, but also how they plan to make progress in a changing environment.
Please see Achieving Climate Goals in the Age of AI by Brian Kozel, CFP® at the link below:

As AI adoption increases demand for electricity, land, materials, cooling systems, and new infrastructure, companies will need to explain not only what their long-term targets are, but also how they…

06/19/2026

For families keeping an eye on monthly cash flow, the practical question becomes how to absorb a vacation or an unexpected but worthwhile expense without derailing the month. For more on this, please see: Anchoring Your Summer Spending Decisions by Maria Quintana-Pilling, CFP®, CFA, below:

06/13/2026

Having accounts with different tax treatments provides more options for tax efficiency and potentially puts more money in your pocket to spend in later years.

Please see our recent article by Kim Berger, CFP® - Expanding the View on Diversification - at the link below.

06/06/2026

One of the more useful reminders we can offer to clients is that we do not need to chase these IPOs for portfolios to have exposure to future growth.
Please see : Evolving Timelines of IPOs by Brian Kozel, CFP® below:

One of the more useful reminders we can offer to clients is that we do not need to chase these IPOs for portfolios to have exposure to future growth.