Will you have ENOUGH to see you through retirement?

In Don’t Run Out of Money in Retirement, veteran money manager Allen Harris helps answer this question — along with many other questions you might have. From long-term care, to Social Security and Medicare planning, through how to prepare for taxes and inflation while leaving a sustainable legacy.

Available as a complimentary digital download with scheduled consultation.

— AVAILABLE AUGUST 23RD —

I've built a career on helping people make better financial decisions.

Allen Harris

Allen Harris has helped hundreds of clients build steadily toward retirement success. Navigating both calm and stormy waters for more than two decades, he continues confronting the bears and running with the bulls as a veteran of the dot-com bubble, the Great Recession, and the longest market expansion on record. Allen’s career also includes the founding of a highly successful financial newsletter and work at Smith Barney (now Morgan Stanley). He is the co-founder and Chief Investment Officer of a boutique advisory firm.

A real-life success story.

Allen Harris is the founder, owner and Chief Investment Officer of Berkshire Money Management, based in Western Massachusetts — a firm launched with the mission of helping individuals and their families build portfolios while protecting their assets in even the most serious of downturns. In addition, he manages a dedicated consultancy for business owners. Beyond this professional work, Allen is passionate about the well-being of animals and community engagement, providing ongoing, dedicated support to economic revitalization efforts, local arts programs and food security initiatives. Learn more about his business ventures at the dedicated sites below.

Berkshire Money Management is a boutique, fiduciary, financial management firm. Which means our knowledge and expertise are committed to helping our clients make confident decisions to earn more on investments than they might otherwise make on their own.

Your hours are rightfully invested in perfecting your own business – ours are firmly focused on strategizing the greatest return on your hard work. We are your secret weapon when it comes to raising the value of your business and your future.

resources

Has the stock market already factored in a higher interest rate?


Has the stock market priced in expected Fed rate hikes?

On June 15, 2022, the Federal Reserve’s Open Market Committee (FOMC) raised the federal funds rate to 1.65 percent. They vowed to “undertake open market operations as necessary to maintain the federal funds rate in a target range of 1.5-to-1.75 percent.” Let’s call it 1.75 percent for today’s discussion, which is in line with the usual commentary. According to Bloomberg data, the bond market is pricing in that short-term interest rates will hit 3.6 percent. How might short-term interest rates reach 3.6%? Let’s plot how the Fed could drive short-term interest rates to 3.6 percent. As of June 15, 2022,


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Bride and groom exchange rings during a wedding ceremony


Money in Motion Part 2: Family Matters

In marriage and divorce, through life and death, your money is in motion. Making the right financial decisions can feel downright impossible when relationships and emotions come into play, but protecting your family and future is especially critical during these times. Here are five moments when your family may set your money in motion and what to look out for when they do: Getting married You probably already know that nearly 50% of all marriages in the U.S. end in divorce or separation, but did you know that arguing about finances every week increases the likelihood of divorce by 30%?


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"We all want the same thing,
enough to thrive in retirement"

will you have enough?

Can you afford that dream vacation? What if you need long-term care? Will you leave a legacy to your kids and grandkids? Or to charity? Can you help pay for their college? How do you best deal with taxes and inflation? How do you manage Social Security and Medicare? And what if the economy crashes again — how can you prepare?

Don’t Run Out of Money in Retirement will give you a jump-start on planning for a long and prosperous retirement.

Available as a complimentary digital download with scheduled consultation.

— AVAILABLE AUGUST 23RD —

If you’re interested in a consultation – as an individual, business owner or organization seeking a speaker — please feel free to use this form and reach out. Although Allen does make occasional appearances, his first commitment continues to be serving clients.

Thank you.

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161 Main Street, Dalton, MA 01226 | 322 Main Street, Great Barrington, MA 01230
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Disclosure: Registration with the SEC should not be construed as an endorsement or an indicator of investment skill, acumen, or experience. Investments in securities are not insured, protected, or guaranteed and may result in loss of income and/or principal. Read More