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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

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

The Dip Buyers return

Last week, investors suffered through the gloom and doom of a declining market. Many Wall Street equity strategists added to the angst by predicting terrible times ahead. I begged to differ, counting on dip buyers to save the day once again. And that is exactly what happened. In case you missed it, last Friday, the S&P 500 Index was at an important level, hovering just below its 50 Day Moving Average (DMA). This had happened several times before since March 2020, and each time buyers appeared to “buy the dip.” “I suspect they will again,” I wrote, “so, no, I…

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Weather worsens global trade

Changes in climate are impacting a global economy that is fighting to recover from a pandemic. Supply chain bottlenecks continue to worsen as continuous weather-related catastrophes close ports and snarl land, sea, and air transportation routes. Can it get any worse? Yes, and it probably will, according to climate experts. Nearly all actively publishing climate scientists agree that humans are causing global warming and climate change. The less than 2% of experts that disagree have published contrarian studies that either cannot be replicated or contain errors. I’ll go with the consensus on this issue. Here in the U.S., we receive…

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Video: The Future

Growth. Layers. Innovation. Over the past 20 years, we at Berkshire Money Management have dedicated ourselves to being the one-stop-shop for wealth management. Sitting in our new Berkshire Money Management office (located in Great Barrington, MA), BMM co-founder Stacey Carver emphasizes how we are ever-evolving as a company in order to carry out CEO Allen Harris’s vision of bringing BMM closer to people like you. Check us out and give us a call for a free, 15-minute, no-commitment chat with one of our advisors. Performance is not indicative of any specific investment or future results. Views regarding the economy, securities…

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Current News: September 27, 2021 New taxes to know about

Tax proposals from as recently as June 2021 have changed. The stuff that could fall under this topic has filled months and months of news coverage. Today I will focus on some interesting ones you should be aware of. I’ll keep it brief, just so that you know we’re monitoring it for you. The ABCs of ETFs When relevant, I use this column to tell you the trades I made in my portfolios. Readers know that I primarily use exchange-traded funds (ETFs). I use ETFs for a few reasons. ETFs are usually “passive” investments that track indices. If you look at the...

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