Breaking up is hard to do: How to leave your financial advisor
If you’re ready to leave your financial advisor, all that’s technically required is to submit a signed letter terminating your contract. But if you want to avoid drama and side-step the red tape, it’s better to have a plan before breaking up with your money manager. When to change financial advisors If your current financial…
By Nate Tomkiewicz
July 27, 2023
Nate Tomkiewicz: Started as an Intern, Now We’re Here
This special series of blog posts spotlights the individual team members who make Berkshire Money Management great – and a great place to work, too. Today we’re celebrating Financial Advisor Nate Tomkiewicz, CRPC® as he marks six years with the firm. Happy anniversary, Nate! When Nate Tomkiewicz was in 8th or 9th grade, his dad…
By Kimberly Campagna
August 31, 2022
Spotlighting Our BMM Team: John Bielski, Supervisor of Capital Trading
This is the first post in a new series spotlighting the individual team members who make BMM great – and a great place to work, too. Today we’re celebrating John Bielski, Supervisor of Capital Trading, on his fourth anniversary with the firm. Happy anniversary, Johnny! “It’s hard to believe that it’s been four years already.”…
By Kimberly Campagna
July 18, 2022
Is it time to hire an investment advisor?
Individual investors have had a decade or more of gains, compliments of a stock market that has gone up with few interruptions. But as we enter a new era of tighter monetary policy, the road ahead may be a bit rockier than most investors expect. As such, it might be time to enlist a little…
By Bill Schmick
December 23, 2021
Call him Allen of the Berkshires
DALTON — What’s the obligation of any business to serve the community it calls home? By the very laws of business, none. That’s not the purpose of business. The purpose — plain and simple — is to make money, to grow, to make more money, etc. Unless, of course, your business is Berkshire Money Management, and…
By Kimberly Campagna
August 3, 2020
Adviser keeps vigilant eye on assets, also scouts for opportunities
Real Money: Straight-up Answers with Berkshire Money Management DALTON — How can you tell when someone is going to have a future in the money business? Probably if he’s buying stocks in his teens and earning an adviser’s license while a junior in college. Nathan Tomkiewicz of Adams is a financial adviser with Berkshire Money Management,…
By Nate Tomkiewicz
July 27, 2020
