BERKELEY, INC.
  • Home
  • About
    • Our History
    • The Process
    • The Team >
      • Michael Ling
      • Stephen White
      • Chris Hendrickson
      • Megan Gibson
      • Katy Krucker
  • Services
    • Investment Management
    • Financial Planning
    • FAQ's
  • Client Logins
  • Commentary
  • Contact
    • Pre-Meeting Questionnaire

What Berkeley, Inc. Thinks...

How to Respond to a Data Breach

9/14/2017

1 Comment

 
You may have read that hackers broke into the Equifax database and stole personal information tied to 143 million people.  The hackers accessed people’s names, Social Security numbers, birth dates, addresses and, in some instances, driver’s license numbers. They also stole credit card numbers for about 209,000 people and dispute documents with personal identifying information for about 182,000 people.  There is no reason to think that data is not for sale to criminals on the darknet who can use it to open new lines of credit or file phony tax refund requests in peoples’ names. To make matters worse, crooks usually target the wealthy because they get more bang for the effort buck. 

The company compounded its public relations nightmare by sending people to a website to find out if they were affected, and then including language so that anyone signing in to get this information had to waive any right to join a class action suit against the company should their identities be stolen and financial harm come to them.​

Read More
1 Comment

Begin with the end in mind

8/23/2017

0 Comments

 
We would like to make this blog more of a source of information for those who are clients and those who are not.  Feel free to share with anyone or just store away as a topic for your next dinner party.

Begin with the end in mind: Start your next advisory relationship with a clear exit strategy... 
​

​By Ashley Bernard

Picture

Read More
0 Comments

July Presentation

7/28/2017

0 Comments

 
Below is a link to view the July 2017 client presentation and its notes in entirety.  Please contact us if you have any questions regarding the material.  We hope to see you next time.  

Berkeley, Inc. Semi-Annual Presentation, July 2017
0 Comments

Boise Area Housing Market

3/9/2017

0 Comments

 
Kelly Simon, a local Treasure Valley real estate agent, has posted the most recent information on housing in the Boise area. We intend to publish this quarterly.With a little luck I'll be able to find someone in the Inland Empire to do the same.  Here are a few of her comments on the market:
Picture
​Inventory in Ada County is at an all-time low.  January was the lowest inventory that this valley has seen in 17 years and it is down 20% from last year.   There are only 555 re-sale homes for sale versus the 994 homes  available at this time last year.   The builders in the valley are building as fast as they can to build up their inventory, but with that being said there is only a 2 month supply of new construction versus a 6 month supply of new homes this time last year.   This is at least a 9 year low for New Construction inventory in Ada County.


Read More
0 Comments

"Big Government"

2/21/2017

0 Comments

 
If you have an interest in the size and growth of federal, state and local governments the article posted to our blog will likely fascinate you. All of the specific, verifiable numbers are illustrated and explained.

Given the recent presidential campaign and the president's current rhetoric I found the recent article from the Brookings Institute extremely interesting. It outlines the stats on the size and scope of Federal, State and local government. The most surprising data point is that the number of federal employees has remained relatively steady even though the country's population has steadily increased. State and local government have made up the difference. I suspect it's an effort to push local control. So, state and local governments are given grants and general funding to provide services in their states and municipalities.

 Mike

10 questions and answers about America's "Big Government" 
0 Comments
<<Previous
Forward>>

    Authors

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

    Archives

    May 2021
    July 2018
    March 2018
    February 2018
    November 2017
    September 2017
    August 2017
    July 2017
    March 2017
    February 2017
    November 2016
    October 2016
    September 2016
    August 2016
    July 2016
    June 2016
    May 2016
    April 2016
    March 2016
    February 2016
    January 2016

    Categories

    All
    Client Experiences
    Economics
    Financial Planning
    Investments
    Markets
    Odds & Sods

    RSS Feed

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