News

“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…

“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…

“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,…

ATLANTA – January 30, 2019 – Access Private Capital, the private equity arm of Berkeley Capital Partners, announced today the closing of its newest investment. In partnership with NexPoint Real Estate Advisors, L.P. (“NexPoint”), Access Private Capital contributed $11.5 million toward the recapitalization of VineBrook Homes (“VineBrook”). VineBrook Homes is…

Depositing all or a portion of the money your kids have earned mowing lawns, selling lemonade or babysitting into a traditional savings account is good and fine, but diverting those same dollars to a Custodial Roth IRA could be the difference between teaching them to save AND teaching them to…

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.

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.

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.