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The Extra Mile

Zack Marcotte, Financial Advisor

A client told me he had recently changed jobs and asked if I would roll over his 401(k)—into an existing Roth account. I asked if he knew whether his original 401(k) had been a traditional, or a Roth. Was he sure?

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Peter Coughlin, Executive Director

Two of our clients, a husband and wife on the West Coast, are successful entrepreneurs raising three beautiful children. Their oldest child is a freshman in high school and an elite athlete, traveling the United States and Canada playing hockey.

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Scott C. Little, Vice President, Berkshire Money Management

Scott C. Little, Vice President

Last Thanksgiving, a client emailed me, asking to transfer funds to another account of hers—electronically. But we can’t do that by email. So, I let her know I’d need to call her.

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Insights & Advice

IRS lets you save on taxes

(Note: The following is only important to you if you had to take a required minimum distribution, or RMD, in 2020. If that’s not you, save yourself 70 seconds and skip this first section). Dalton — My April 8, 2020, column shared with readers some actions they could take to benefit from the CARES Act. Today, let’s revisit an update to the Act. The information in that column included: Required minimum distributions are waived in 2020. If you’ve already taken RMDs this year, under certain conditions, you can return it. Today let’s look at an update to the CARES Act. On June 23, the…

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Gen Z takes on Wall Street

The brokerage firm Robinhood has been a pioneer, creating some of the biggest changes to the Financial Industry since Charles Schwab enabled the everyday investor to gain access to the stock market through low cost commissions in 1974. Robinhood makes it feasible for someone to start buying stocks with $10’s of dollars instead of $10’s of thousands of dollars. Zero commission trading, Robinhood was the first, and because of this, millions of millennial and Gen Z investors opened an account and started to buy stocks. This is great, Wall Street came to Main Street. Financial pundits have long ridiculed Robinhood—and…

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Our job is to remove uncertainty and drama

Real Money: Straight-up Answers with Berkshire Money Management DALTON — Come again? Did Allen Harris just say “furry babies”? That threw me for a minute, as I had assumed I was talking to a tough guy. Harris, 47, lives in the town where he grew up. People who know him say he’s in his element when hitting the “go” button on a new investment strategy, or hitting the weights or a heavy bag. But, ask the man, and Harris will tell you that his favorite place on Earth will always be “in my own backyard, playing with my dogs, Riley…

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Current News: July 6, 2020 Firm VP: Save, invest, protect during good times and bad

Real Money: Straight-up Answers with Berkshire Money Management DALTON — When you put your money into the hands of a financial adviser, you don’t want a workweek warrior, someone who punches in at 9 and out at 5, only caring about their boat upgrade or catching the next happy hour (both on your dime). You want someone who’s reading up on the global markets around the clock. At Berkshire Money Management, that someone is Scott Little. Little, 43, is the firm’s vice president. He’s been with the company more than 18 years, working from the mailroom all the way to...

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