“The Ballot is Stronger than the Bullet” – Abe Lincoln

  Bill Clinton had just been elected president and I was concerned. I recall a conversation with  a dear friend during which I argued the stock market would falter under Clinton’s presidency. I opined on the subject of how Clinton’s left leaning policies were incompatible with economic growth, and without growth we could kiss our […]

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End of Year Tax

Please see the link below for some tax strategies to consider before year end: https://www.cnbc.com/2017/12/21/make-these-5-moves-now-before-new-tax-law-kicks-in.html

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Comparing the House and Senate Tax Bills

We found this article helpful as we tried to decipher the differences between the House and Senate Tax bills. https://www.forbes.com/sites/kellyphillipserb/2017/12/03/from-tax-rates-to-deductions-comparing-the-house-senate-bills-to-current-law/#2f6e2b9e73b0

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Nation’s Financial Health

With potential tax cuts being discussed in Washington, we find the attached article interesting. For several years we have fretted over the ballooning size of our national debt obligation. And though we would personally welcome a tax cut, we struggle to see such as a solution to our debt problems. https://blog.columbiathreadneedleus.com/wp-content/uploads/2017/09/9.11.17-Global-Perspectives.pdf

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Financial Times – Press Release

Berkeley Capital Partners is pleased to announce it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the fourth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary […]

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A surprising buyer of US equities

For the past several years we have expressed concerns about the long term implications of the policies the Central Banks of the world have used to try to revive their economies.  The magnitude of money creation in the form of new dollars, yen, euros, pounds and the like are well documented.  GDP growth has returned […]

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2017 Consensus Themes

As we begin 2017 the following themes have emerged as the consensus of expectations for most of Wall Street for the coming 12 months.    If history is any guide, we know there will certainly be surprises to “consensus” expectations and our contrarian nature makes us even more skeptical that what “everyone” is expecting to […]

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How to afford more national debt

We came across this chart yesterday and thought it was pretty astounding. In the past 9 years the US National debt has doubled from $9 trillion to $19 trillion.  The US borrows money by issuing US Treasury bonds.   Fortunately, although we doubled the amount of outstanding debt owed, interest rates also fell.   The […]

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Merrill threatens pay cuts to advisors who don’t refer

Berkeley Capital Partners was founded when we left the MainStream of Wall Street in 2009 because we wanted to pursue a different way of helping our clients preserve and grow their wealth independent of the conflicts of interests we found there.  It appears not much has changed.  Check out this article about the recent “comp” change at […]

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Finding common ground when politics threaten to tear us asunder

By: Michael C. Eddy, Managing Partner I’ve never been a fan of reality television programming with the exception of talent contests like The Voice and American Idol. I find The Voice contestants to be remarkably talented, humble, hungry and affable. Same goes for the coaches who have enjoyed careers replete with artistic and commercial successes. […]

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