How will moving to the Berkshires, MA, impact your financial plan?
The Berkshires are home to unparalleled natural beauty. This area offers a playground for outdoor enthusiasts of all stripes. Whether you’re an avid hiker, a passionate skier, or simply someone who revels in the simplicity of nature–this region has something to delight every adventurer’s soul. If you’ve been mulling over the idea of trading the…
By Peter Coughlin
February 21, 2024
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
