BERKELEY, INC.
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What Berkeley, Inc. Thinks...

Why Diversify?

2/26/2016

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Why diversify?  US markets have been the place to be for a long time now; why should things change?  In a nutshell—because they always do!  In our recent semiannual presentation, we described the attractiveness of developed international markets, where, after a number of years of underperformance relative to US markets, valuations are cheaper and dividend yields higher.  Here’s a nice blog entry from Ben Carlson that supports that position.
​
-Steve


When Diversification Works By Ben Carlson
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How Nervous Should Retirees Be About the Market?

2/18/2016

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As most investors are aware it's been a tough beginning to the current year for investors. A client emailed us an article written via USA Today and we thought you would find it interesting. Thanks Andy!

How nervous should retirees be about market? An FAQ on stock volatility
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Market Conditions - 2/12/2016

2/12/2016

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​We are going out on a limb at the risk of being wrong and stating that we “believe” that the global equity markets are more volatile than average. Phew, it’s tough taking a stand. The basis for our bold declaration can be seen in some recent comments from a few financial publications:
"So far, 2016 has been something of a disaster around global markets."
    - The Economist, February 11, 2016

"Wall Street Rises After a Brutal Week"
    - The New York Times, February 12, 2016


​"Risk Grows of Markets Sparking Recession"
    - The Wall Street Journal, February 12, 2016

"There's a confluence of bad news around the world that really shakes investor confidence."
    -Brad McMillan, chief investment officer for
      Commonwealth Financial Network

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Democracy

2/9/2016

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As we in the firm have contemplated and developed how we can best disseminate our ideas and opinions on the various markets, economics, and many financial planning topics we have had a few clients ask if we would also include topics that may be a bit more philosophical. Whenever one is asked to comment on broader contemplative issues they risk the chance to offend. Our intent is only to provide a forum for the sharing of ideas without vitriol. We strive for a safe place to inquire, explore and grow.  With this immense goal I’m posting an article written by a philosopher Karl Popper. It appeared originally in 1988 in the London based Economist. Since the United States has recently kicked off the presidential primary season let’s reflect on our two-party system and how it developed over the past 2,500 years.
-Mike


Karl Popper on Democracy
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Investment Remarks - Howard Marks

2/4/2016

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Howard Marks, chairman and co-founder of Oaktree Capital Management, is an interesting, pithy writer.  We always read his occasional comments and musings on the investment markets, as they invariably include a great deal of reflection on past market conditions and perspectives.  We found reviewing this recent publication worthwhile.

If you’re pressed for time, you could go to “Recent Developments” on page 11 and read from there.

If you’d like to read more of his work, it’s available here. 

We also enjoyed his book, The Most Important Thing: Uncommon Sense for the Thoughtful Investor.

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    Authors

    Occasionally we like to post articles that give you some insight into how we form our opinions or stay informed.

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3778 Plantation River Drive Suite 102, Boise, ID 83703     |     Telephone 208-853-6980       |       Fax 208-853-6982
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  • Home
  • About
    • Our History
    • The Process
    • The Team >
      • Michael Ling
      • Stephen White
      • Chris Hendrickson
      • Megan Parrish
      • Katy Askarnia
  • Services
    • Investment Management
    • Financial Planning
    • FAQ's
  • Client Logins
  • Commentary
  • Contact
    • Pre-Meeting Questionnaire