Skip to content

Berkshire Money Management Berkshire Money Management

  • Who We Are
    • About Us
    • CEO’s Message
    • Meet Our Team
    • In The Press
  • What We Do
    • Mutual Success
    • Insights & Advice
    • The Extra Mile
  • Contact
    • Contact Us
    • Schedule a Call
    • Sign Up
    • Refer a Friend
  • WealthE
  • Client Logins
    • Investments
    • Planning
    • Schwab Alliance
  • Financial Planning
  • Estate Planning
  • Nurses & Doctors
  • Retirement
    • Retirement Planning
    • Social Security
    • Medicare
    • Retirement Coaching
  • Business Owners
    • Value Builder
    • BizEquity

Insights & Advice

BMM ArticlesA Wealth of KnowledgeVideo GalleryA Few Dollars Morewith Bill Schmick

Allen Harris

CAPITAL IDEAS: A bubble in ‘stonks’

February 22, 2021February 22, 2021 by Allen Harris

COVID-19 vaccination update The good news: COVID-19 cases and hospitalizations have improved recently in the U.S. As of February 15, 2021, 54.6 million doses have been given. An average of 1.64 million doses per day are being administered. The bad news: Infections of the more contagious variant from the U.K. are doubling every 10 days in the U.S. This mutant strain may reverse the positive trends that have occurred since January 9, 2021. More infections would slow the reopening of the economy and be a headwind for job creation. Retail trading: Froth and frenzy Retail investors are bidding up so-called “meme” stocks…

Read more

CAPITAL IDEAS: Passive investing

February 16, 2021February 16, 2021 by Allen Harris

According to AAII’s calculations, the Russell 1000 Growth Index posted an average annual gain of 17 percent for the entire decade of the 2010s. That compares to a 10 percent return for the Russell 1000 Value Index. Holding a balanced portfolio throughout that decade would have been prudent. A balanced portfolio would have been more diversified and, theoretically, safer. However, that prudent, safer portfolio would have underperformed its more reckless counterpart. It is a worthwhile exploration to elucidate why this occurred. At least two of the reasons that drove the outperformance of growth relative to value are still applicable today. Those…

Read more

Capital Ideas: Politics unusual

February 8, 2021February 8, 2021 by Allen Harris

COVID-19 Vaccination Update As of February 2, 2021, 32.8 million Americans have now received at least one dose of a COVID-19 vaccine. That was more than those who tested positive for the virus. The average daily rate of vaccinations has reached 1.34 million doses per day. The average daily rate may be affected by the snowstorms of last week, but it seems to be trending upward. Trading a Pullback Valuations are staggeringly high. Nonetheless, I remain invested in equity for the portion of my portfolios intended for that. Despite sky-high valuations, I am hesitant to take bold defensive moves. I…

Read more

Capital Ideas: A happy market

February 1, 2021February 1, 2021 by Allen Harris

“My level’s too high to bring me down. Can’t nothing, bring me down, I said clap along if you feel like a room without a roof.” —Pharrell Williams Investors are not worried about sky-high stock valuations or contrarian sell signals, such as over-optimistic buyers. Throughout the previous two months, I’ve said a) I am concerned that the U.S. equity market is overextended, but b) instead of getting defensive, I will react to any correction by rebalancing to increase exposure to stocks of U.S.-based, small-capitalization companies and the emerging markets. The good news is that I have exposure to both of…

Read more
Complete Article Archive
more articles

Service Areas +

  • Pittsfield
  • Lenox
  • Dalton
  • Lanesborough
  • Windsor
  • Cheshire
  • Hinsdale

Berkshire Money Management, Inc.
161 Main Street, Dalton, MA 01226 | (413) 997-2006 • (888) 232-6072

Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal.
Form ADV Part 3 – Client Relationship Summary

© Copyright Berkshire Money Management Inc. – All Rights Reserved.

  • General Disclosures
  • Privacy Notice
  • Terms of Use
  • Standard & Poors
  • Dow
  • Links & Website Content

Due to the uptick in COVID cases in Berkshire County, we are ceasing all in-person meetings until further notice. Stay safe.

Show Your Money Who's Boss

Sign up to learn more, and receive our newsletter
  • This field is for validation purposes and should be left unchanged.