Financial Advisor Lauren Russo - Why worry about something that you can have us help you with?
Why your Berkshire Medical Center 403(b) is different | Retirement for healthcare professionals

Retirement planning for nurses and other healthcare professionals Nurses and other healthcare professionals in the Berkshires and across the United States find themselves in a unique retirement situation: the 403(b) offered by their employer can be stewarded by the financial management firm of their choosing while they are still working and paying into it. We…

Portrait of Lauren Russo

By Lauren Russo
January 23, 2023

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Money In Motion | 5 Critical Moments for Financial Choices & What to Do

Families and individuals have the most to gain – or lose – when money is in motion. Whether you’re building wealth or spending it, one thing is for certain: this is a critical moment for good financial choices. Here are five common situations where you will find that your money is in motion, and what…

By Allen Harris
June 8, 2022

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Here’s what retirement looks like

I went Halloween shopping last week, but I didn’t see anything scarier than the chart below (and I bought zombie babies, people). The horizontal numbers on the right measure the drawdown of the S&P 500 year-to-date 2021, as graphically depicted by the yellow line. The horizontal numbers on the left show that nearly 90% of…

By Allen Harris
October 4, 2021

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