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Catch up on the latest news from Berkeley Capital Partners

Unknown Unknowns

By | News

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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Continuing The Long Game

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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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Keeping Your Head

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“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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6 Reasons Your Kids Should Have a Roth IRA

By | News

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 invest….a small difference now than can make a very big difference later.

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