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Berkeley Capital Partners

News
April 14, 2020

Unknown Unknowns

Although much more is known to us about the Coronavirus today, we trust you would agree that as of last Christmas, its existence and threat were totally unknown.  We refer to the virus as a Black Swan, a theory which is a metaphor for a complete surprise.  Black swans don’t…
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News
April 3, 2020

Continuing The Long Game

As we write, the media reports the Saudis and the Russians are rumored to be making daily production cuts from as much as 10 to 15 million barrels a day. WTI Crude has rebounded from lows of $20 to about $26 and that is welcome news for the oil patch.…
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News
April 2, 2020

Don’t Listen To Doomsday Dogma

As we write, you are surely hoping as are we, that the worst of the crush is behind us. The S&P 500 index recently bottomed at 2186 and has traded its way back to a rebound. And though thankful for the brighter tape, stocks are still down significantly from the…
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News
March 25, 2020

Panicking: Bad For Health & Deadly for Wealth.

“The nine most terrifying words in the English language are: I’m from the government, and I’m here to help” – President Ronald Reagan We are writing on Monday night March 23, 2020 and Congress was in session all day negotiating a package that commentators are claiming needs to pass for…
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News
March 19, 2020

Keeping Your Head

“If you can keep your head when all about you are losing theirs and blaming it on you “ From Rudyard Kipling's poem “If “  We are often asked how much money should we keep available for emergencies or rainy days? That question is certainly relevant today, and our recommendation is…
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News
March 17, 2020

Being Greedy When Others Are Fearful

“Be fearful when others are greedy and greedy only when others are fearful” – Warren Buffet. We’re writing to offer our perspective on the economy and a March Madness without players. And if you own stocks, you may be expecting an answer to the question most likely on your mind,…
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News
June 22, 2017

FT 300: Top Registered Investment Advisers 2017

A snapshot of the best RIAs across the US, listed by state. Plus: the trouble with bitcoin; millennials’ influence on ESG investing; and how regulatory limbo confuses clients ... more in Financial Times.
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News
April 15, 2016

FAs Worry SEC’s New Derivative Restrictions Are Overkill

With last month’s deadline to comment on the SEC’s proposed limits on funds’ use of derivatives now passed, asset managers aren’t the only ones preparing in advance for a final ruling. ... more in Financial Advisor IQ.
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News
November 30, 2015

Fiduciary Team Leaves Wells Fargo’s FiNet for Greater Freedom

After more than six years using Wells Fargo Advisors’ independent network, FiNet, advisor Michael Eddy left in August to form his own RIA. The firm, Berkeley Capital Partners, now manages more than $400 million. ... more in Financial Advisor IQ.
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