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Berkeley Capital Partners

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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