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The Extra Mile

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.

Zack Marcotte, Financial Advisor, Berkshire Money Management

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?

Bill Schmick, Managing Director and Portfolio Manager, Berkshire Money Management

Bill Schmick, Managing Director and Portfolio Manager

A family client of mine, led by an 82-year old widow and grandmother, gave me an opportunity to really reach out beyond just business. Over time, I grew to know the family and this lady rather well, and had come to appreciate our conversations.


Insights & Advice

Pegging inflation

Dalton — The stock market looks overbought, but it doesn’t seem as if it’s poised for disaster. That creates two questions, at least: Why do I think it’s overbought? And why don’t I think it’s poised for disaster? If you’ve been in the business for a while, knowing that the market is overbought is a bit of an art form. You can practically feel it. However, I like to think of myself as a man of science, so let’s back up my gut feeling. Since the Oct. 2, 2019, lows, the S&P 500 is up about 15 percent, which is…


Don’t be in the mole-whacking business

Do you ever go home and your spouse asks, “How was your day?” and you reply, “I was busy all day but I feel like I didn’t get anything done”? Justina has those conversations all the time. Justina is the chief operating officer of a mid-sized, Berkshire-based manufacturer of contamination control devices. She is whacking moles all day long. Now that I look back, it’s a rather barbaric notion, but as a kid playing Whac-A-Mole at the arcade was a lot of fun. The point of the game was to wait for one of several plastic moles to raise its…


Fed stimulus continues to pump the markets

When asked, the members of the Federal Reserve Board continue to argue that the almost $500 million they have pumped into the overnight repurchase market since September is not quantitative easing.  The stock market disagrees. “Not QE” is the term most often used by the Street in describing this fairly hefty expansion of the central bank’s balance sheet. Because the purchases that the Fed is making are categorized as debt instruments that mature in 12 months or less, they escape the hard and fast definition of what the Fed labels as quantitative easing. QE is the purchase of longer-dated maturities…


Current News: January 23, 2020 Intellectual Property has not always been so important

America’s intellectual property (IP) is worth more than $6.6 trillion and employs 45 million Americans and hundreds of millions more worldwide. It is estimated that IP-intensive industries account for one-third of the country’s total Gross Domestic Product and 52% of U.S. merchandise exports. It is why we, as a country, are fighting so hard to protect these rights today. The figures above come from the U.S. Chamber of Commerce. If anything, they understate the value of IP to all of us. So what, exactly is IP? Generally, it is any product of the human intellect that the law protects from...

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