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
Veteran investor ready to put his knowledge to work for you
Real Money: Straight-up Answers with Berkshire Money Management DALTON — Whether ushering a client through the complications of estate planning or hiking his way to the summit of Mount Greylock, Berkshire native Peter Coughlin always maps out a plan for success. Planning has kept him thriving in the personal finance business for close to 35…
By Peter Coughlin
July 20, 2020
Financial stress reduction a point of pride
Real Money: Straight-up Answers with Berkshire Money Management DALTON — Not that Lauren Russo has a wand or anything, but when she’s with you at the table, you might find her dispelling financial confusion like she’s some kind of wizard. Russo, 23, of Lee, is one of the younger members of the Berkshire Money Management advising…
By Lauren Beckett
July 13, 2020
Firm VP: Save, invest, protect during good times and bad
Real Money: Straight-up Answers with Berkshire Money Management DALTON — When you put your money into the hands of a financial adviser, you don’t want a workweek warrior, someone who punches in at 9 and out at 5, only caring about their boat upgrade or catching the next happy hour (both on your dime). You…
By Scott Little
July 6, 2020
