We provide a safe space for you to talk about money


At Berkshire Money Management, our experienced advisors actively monitor your investment portfolio. We aim to protect your assets and effectively manage your portfolio so that you can realize your financial goals. We also provide financial and retirement planning (including rollovers), financial solutions for college, estate planning, business valuation and other important financial services. Come visit our historic offices in the Berkshires and chat with one of our advisors–and say “Hi” to our pups!

Current News: April 17, 2019 What is the bond market saying about the stock market?

Dalton — In June of 2007, when stock market indices were near all-time highs prior to the Great Recession, I started to short the market (i.e., buy investments that go up in price when stock prices go down). I made that first bet that stocks would go down not because of what I saw in stocks, but because of what I saw in bonds.

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