We created the "best place to work" because that's how we prefer to work. We strive to provide the "best wealth management" every day because we can't imagine doing things any other way. We're proud to be the Berkshires' full-service, dog-friendly, fun-focused retirement readiness partners and, though we're not in it for the awards, it sure feels nice to be recognized! 🏆🏆 Thank you for all your support in getting here! #TheBest #DreamTeam #ShoppersChoice #ShoppersGuide #Award #Winner #Excellence #WealthManagement *“Shopper’s Choice” survey is based solely on the number of votes received by the listed entity. The survey does not offer voters specific criteria or factors that define “best.” The judgment factors used by voters are not known to the survey sponsor or BMM. Appearance on the “Shopper’s Choice” list should not be construed as an endorsement of BMM’s investment skill or acumen or an endorsement by any regulatory or government body. BMM promotes the survey in its marketing materials and makes active efforts to encourage voting but has not provided any financial remuneration to the survey sponsor or voters.
Berkshire Money Management
Financial Services
Dalton, Massachusetts 1,490 followers
Your Full-Service Retirement Readiness Partners
About us
Berkshire Money Management’s team of financial advisors and planners designs and implements a complete financial plan FOR you, so you can focus on what matters most. We believe in … … helping you understand your money, not confusing you. … building lifelong relationships with our clients – not just accounts. … continually learning to better serve our clients. … giving back to our community (and having fun doing it). General Disclosures: This profile is intended to provide general information only & should not be construed as an offer of specifically tailored individualized advice. Posts may include forward-looking statements. All statements other than those of historical fact are forward-looking statements. Though we believe that the expectations reflected in forward-looking statements are reasonable, we can give no assurance that such expectations will prove to be correct. Various factors could cause actual results or performance to differ materially from those discussed in forward-looking statements. Historical performance isn’t indicative of future results. The investment return will fluctuate with market conditions. Performance isn’t indicative of any specific investment or future results. Views regarding the economy, securities markets or other specialized areas, like all predictors of future events, can’t be guaranteed to be accurate and may result in economic loss to the investor. Investment in securities, including mutual funds, involves the risk of loss. Registration with the SEC shouldn’t be construed as an endorsement of Advisor’s investment skill or acumen. Investment process, strategies, philosophies, allocations & other parameters are current as of the date indicated & are subject to change without prior notice. Advisor isn’t licensed to provide and doesn’t provide legal or accounting advice to clients. Advice of qualified counsel or accountant should be sought to address any specific situation requiring assistance from such licensed individuals.
- Website
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https://berkshiremm.com
External link for Berkshire Money Management
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Dalton, Massachusetts
- Type
- Privately Held
- Founded
- 2001
- Specialties
- Investment Management, Financial Planning, Wealth Management, Retirement Planning, Customer Service, Business Value Building, Exit Planning, Retirement Coaching, Estate Planning, Social Security Planning, Medicare Planning, and Portfolio Management
Locations
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Primary
Get directions
161 Main St
Dalton, Massachusetts 01226, US
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Get directions
72 Stockbridge Road
Great Barrington, MA 01230, US
Employees at Berkshire Money Management
Updates
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The stock market will likely remain choppy in August. Allen Harris shares the patterns and predictions that might reveals what’s in store for the rest of 2024 below.
CAPITAL IDEAS: Does August tell us if the stock market will bottom in October? - The Berkshire Edge
theberkshireedge.com
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No one can actually predict the future, but Allen is making plans based on what data, historical trends, and current events suggest is likely to happen next. What might the future hold? Keep reading to find out.
CAPITAL IDEAS: A 100 percent chance of an interest rate cut in 2024. A 40 percent chance of a recession by March 2025. - The Berkshire Edge
theberkshireedge.com
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It's time! Tune into Morning Drive on WTBR NOW to find out from Allen what's happening with your investments this week - and what might come next. You can listen at 89.7 FM locally, or stream online at
» Podcasts » WTBR’s Morning Drive
wtbrfm.com
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Tune into Morning Drive on WTBR, TOMORROW, Friday August 9, from 7:30 to 8:30 a.m. to join Allen for a deep dive into what's going on with the stock market and economy this week. You can listen at 89.7 FM locally, or stream online at
» Podcasts » WTBR’s Morning Drive
wtbrfm.com
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It might be fair to assume that Kamala Harris' economic policies - if she's elected - would be similar to those of the Biden administration. Here's what Allen Harris sees happening in a future (Kamala) Harris White House.
CAPITAL IDEAS: How would a Harris economy differ from Bidenomics? - The Berkshire Edge
theberkshireedge.com
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History reminds us that, over the long term, election results have not driven market results. What actually moves the markets in an election year? Keep reading to find out.
CAPITAL IDEAS: Is the stock market riding on the outcome of the presidential election? - The Berkshire Edge
https://theberkshireedge.com
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Allen doesn't expect the Federal Reserve to reduce interest rates just yet (nor does he think they should). Keep reading to find out when rate cuts may finally arrive.
CAPITAL IDEAS: The Fed’s Jackson Hole meeting should reveal when we will get interest rate relief - The Berkshire Edge
https://theberkshireedge.com
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We created the "best place to work" because that's how we prefer to work.
We created the "best place to work" because that's how we prefer to work. We strive to provide the "best wealth management" every day because we can't imagine doing things any other way. We're proud to be the Berkshires' full-service, dog-friendly, fun-focused retirement readiness partners and, though we're not in it for the awards, it sure feels nice to be recognized! 🏆🏆 Thank you for all your support in getting here! #TheBest #DreamTeam #ShoppersChoice #ShoppersGuide #Award #Winner #Excellence #WealthManagement *“Shopper’s Choice” survey is based solely on the number of votes received by the listed entity. The survey does not offer voters specific criteria or factors that define “best.” The judgment factors used by voters are not known to the survey sponsor or BMM. Appearance on the “Shopper’s Choice” list should not be construed as an endorsement of BMM’s investment skill or acumen or an endorsement by any regulatory or government body. BMM promotes the survey in its marketing materials and makes active efforts to encourage voting but has not provided any financial remuneration to the survey sponsor or voters.
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