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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?


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.

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.


Insights & Advice

Dazed and confused

“I’d like to stop thinking of the present, like right now, as some minor, insignificant preamble to something else.” — Cynthia Dalton — During periods of high daily stock market volatility, it’s easy to get overly fixated on the short term and lose perspective on the longer-term dominant trends. I’ve been guilty of focusing on the short term, having sold equity going into the stock market crash in an effort to lessen portfolio declines even though, in my heart of hearts, I felt then and still feel the stock market will again see new highs. It will be a valuable exercise…


Something is off in bond versus stock market outlooks

Given the recent gains in the stock market over the last month or so, it is clear that stock market participants believe that the country will be back on its feet in no time. Over in the fixed income space, it is another story entirely. The question is which market will be right? The betting in the bond market is that U.S. interest rates are not only going to zero, but there is a high probability that America, like Europe and Japan, will soon see negative rates, as early as next year. Six months ago, that was unthinkable. On Wednesday,…


Gold, the bug, and you

If there was ever a time to flee to safety, the Pandemic of 2020 is a great excuse. Stocks tumbled, bounced back, tumbled again. The bond and credit markets have been in disarray. Yet, few have even mentioned the precious metals market as a place to be. Even writing about gold in this age of Zooming, digital breakthroughs, 5G technology, and the like, seems anarchistic. The precious metal has been relegated to an obscure corner along with conspiracy theories, old warnings, and a small group of goldbugs who trot out “end of the world” warnings on down days in the…


Current News: May 27, 2020 Dr. Feelgood

Dalton — Collectively, as a nation, we’ve all come to agree that Dr. Anthony Fauci is one of the most trusted medical figures in the country, and for good reason, as he is recognized by his peers as one of the world’s leading experts on infectious diseases. Collectively, as a nation, we’ve all come to agree that when Dr. Anthony Fauci says to do something for the good of the country’s health, then we should do it. On Friday, May 22, Dr. Fauci said that the stay-at-home orders intended to choke off the spread of COVID-19 could cause “irreparable damage” if...

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