Berkshire Money Management

11/03/2026

🏆 Seven years running, and we’re still just as proud!

Our financial advising team is nationally ranked, but what matters most to us is the work we do right here at home — showing up for our clients, supporting our neighbors, and helping people make sense of their financial next steps.

Being voted Best Wealth Management in the Berkshires for the seventh consecutive year is a reminder of why that work matters. Thank you for making us part of this community.

We’re honored to be here for you! 💚



*“Best of Berkshires” survey is based solely on the number of votes received by the listed entity. The survey does not offer voters specific criteria or factors that define “best.” The judgment factors used by voters are not known to the survey sponsor or BMM. Appearance on the “Best of Berkshires” list should not be construed as an endorsement of BMM’s investment skill or acumen or an endorsement by any regulatory or government body. BMM promotes the survey in its marketing materials and makes active efforts to encourage voting but has not provided any financial remuneration to the survey sponsor or voters. Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal.*

10/30/2026

🏁 Thinking about what to do with an inheritance? Make sure to ask yourself these important questions before deciding to pay off debt or invest:

1. What debts do I have, and what are the interest rates?
2. What would paying off this debt free up each month?
3. Would keeping this debt create stress or limit my retirement flexibility?
4. What income sources will I have in retirement, and when do they start?
5. Will I need this inheritance to bridge an income gap before Social Security or another source begins?
6. What type of account or asset did I inherit, and what are the tax rules?
7. How much investment risk am I comfortable taking?
8. What would help me feel confident about this decision?

Reflecting on these questions allows for a more measured approach in planning your financial future. 💡



Read more:

Should you pay off debt or invest an inheritance before retirement? Learn how interest rates, taxes, cash flow, and retirement income planning can shape your decision.

10/29/2026

Four years into a bull market, the big question is: how much longer can it run? 🐂📈

Markets don’t come with expiration dates, and past performance can only tell us so much.

Allen takes a closer look at what could help this bull market reach year five—and what investors should keep in mind along the way.



Read the latest Capital Ideas in The Berkshire Edge: https://hubs.ly/Q04CPb950 (https://hubs.ly/Q04CPb8g0)

I would consider it a win if the stock market just went sideways for a year.

10/27/2026

🎉 SEVEN YEARS IN A ROW! 🎉

We’re so excited to share that Berkshire Money Management has been voted Best Wealth Management in the Berkshires for the seventh consecutive year!

This recognition means so much to us, and it wouldn’t be possible without the support of our clients, friends, families, and the community we’re proud to be part of. Thank you for voting for us, cheering us on, and trusting us with your financial questions and goals.

We’re incredibly grateful for this community and honored to celebrate this milestone with you. 💚



*“Best of Berkshires” survey is based solely on the number of votes received by the listed entity. The survey does not offer voters specific criteria or factors that define “best.” The judgment factors used by voters are not known to the survey sponsor or BMM. Appearance on the “Best of Berkshires” list should not be construed as an endorsement of BMM’s investment skill or acumen or an endorsement by any regulatory or government body. BMM promotes the survey in its marketing materials and makes active efforts to encourage voting but has not provided any financial remuneration to the survey sponsor or voters. Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal.*

10/23/2026

The market doesn’t always move in the direction investors expect. 📉 When stock valuations start to look stretched, could a correction pull the broader market down with them? And what should investors be watching?

In this week’s Capital Ideas, Allen Harris explores what valuation changes could mean for the market—and what history can tell us about what might come next. 📊



https://hubs.ly/Q04C7xNZ0 (https://hubs.ly/Q04C7xN80)

A rising stock price does not always mean the market itself is getting more expensive. But is that good or bad for future returns?

10/19/2026

Navigating an inheritance in your 50s or 60s can be a complex journey filled with emotions and tough decisions. Should you pay off that lingering debt or invest for the future?

In this blog post, Lauren Beckett dives deep into the pivotal factors you need to consider before making that choice.

Discover how to balance financial logic with personal priorities and why taking a moment to think it through could be your best strategy yet.

Curious? Click to explore the full article!

https://hubs.ly/Q04BDlsm0

Should you pay off debt or invest an inheritance before retirement? Learn how interest rates, taxes, cash flow, and retirement income planning can shape your decision.

10/14/2026

You’ve spent years saving for retirement. How do you know when it’s okay to spend a little more?

Allen Harris tackles that question in his latest Capital Ideas article, exploring how retirees can make the most of their investments without putting their long-term plans at risk.

The economy looks very different depending on whether you own substantial investments.

10/09/2026

🌾🎃 Meet May B. Retired! 🎃🌾

May has officially entered her retirement era, and honestly… she’s looking pretty good at it. 😎

She’s got her comfy chair, her trusty pup, her skis ready for adventure, and absolutely nowhere she needs to be.

We had way too much fun putting together our scarecrow for the Berkshire Botanical Garden’s Harvest Fest, coming up this Saturday and Sunday. If you’re visiting, keep an eye out for May B. Retired enjoying the good life among the gardens! 🍂

Because retirement isn’t about doing nothing. It’s about having the time to do whatever you want. 💚

10/08/2026

📅 The Estate Settlement Timeline: What to Expect

As a newly appointed executor or personal representative, managing timelines and expectations is crucial. Here’s a road map to help you communicate effectively with family members:

1. Understanding Duration: Estate settlement can take 9-18 months; the process is often longer with complexities.
2. Probate Appointment: First, wait to be officially appointed by the court.
3. Notification of Heirs: Inform beneficiaries of their potential in the estate, as required.
4. Handle Final Expenses: Budget appropriately for outstanding bills and expenses promptly.
5. Maintain Asset Integrity: Keep property in safe, preserved condition until any decisions are made.
6. Manage Records Efficiently: Authentic, organized record-keeping is essential as questions arise.

Communication and clarity will alleviate stress for you and your loved ones. Effective updates can maintain harmony during this challenging time.

Read more: https://hubs.ly/Q04zFFwD0

The death of a parent or loved one can be an incredibly difficult time. You’re grieving the loss, making funeral arrangements, and, if the will nominates you as the executor of the estate (or, as Massachusetts now calls it, “personal representative”), you may find yourself looking at a long li...

10/07/2026

📈 Interest rates are high. So… should you ditch your stocks and load up on bonds?

Not so fast. Higher yields can make bonds more tempting, but making a big investment move based on one factor can come with its own risks.

So, what should investors consider when rates are high? We’re taking a closer look. 👇

Bonds can diversify stock risk, but they are not an all-weather insurance policy.