Berkshire Money Management

06/11/2026

Being recognized among the nation's Top 1,000 Financial Advisory Firms is an honor, but what we're most proud of is the team behind the recognition.

Awards like this aren't earned by any one person. They're built through a commitment to continuous improvement, a willingness to learn, a culture of collaboration, and a shared dedication to serving our clients at the highest level.

Every phone call answered, every financial plan reviewed, every client meeting prepared for, and every challenge solved contributes to who we are as a firm.

To our team: thank you for the professionalism, care, and hard work you bring every day. This recognition is a reflection of your efforts and the standard of excellence you continue to set.



**The ranking is based on recommendations from clients, industry experts, and financial advisors, and on the firm’s development in assets under management. For full methodology and criteria please visit https://hubs.ly/Q04l2dMY0. BMM did not pay a fee to be considered or included on the list. Advisers must provide compensation to be able to advertise receipt of the award. Industry recognitions or award should not be construed as an endorsement or a recommendation to retain the Adviser by the ranking entity or any regulatory authority.**

06/10/2026

Some opportunities are investments. Some are entertainment. Sometimes they're both.

In this week's Capital Ideas, Allen weighs in on the SpaceX IPO, why the valuation gives him pause, and why he's not necessarily going to tell someone not to take a shot with their "play money."

SpaceX is a legitimate, world-class business. However, the financial advisor in me says don’t buy its IPO. The fun-loving gambler in me says, “Go ahead.”

06/05/2026

We’re proud to share that Berkshire Money Management has been named one of USA TODAY’s Best Financial Advisory Firms for 2026, ranking among the top 1,000 financial advisory firms in the nation.

This recognition reflects the trust our clients place in us every day and the dedication of our team to helping individuals, families, and businesses make confident financial decisions. To be recognized on a national stage alongside some of the industry’s leading firms is an honor we don’t take lightly.

Thank you to our clients, colleagues, and community for being part of this journey. We’re grateful for your continued confidence and look forward to helping you pursue your financial goals for years to come.



**The ranking is based on recommendations from clients, industry experts, and financial advisors, and on the firm’s development in assets under management. For full methodology and criteria please visit https://hubs.ly/Q04kkh_F0. BMM did not pay a fee to be considered or included on the list. Advisers must provide compensation to be able to advertise receipt of the award. Industry recognitions or award should not be construed as an endorsement or a recommendation to retain the Adviser by the ranking entity or any regulatory authority.**

06/03/2026

The Federal Reserve has a new chair, and Wall Street is already trying to figure out what comes next.

Kevin Warsh's arrival could reshape the conversation around inflation, interest rates, and the Fed's independence. While markets have remained resilient, investors may face a period of uncertainty as the new chair establishes credibility and outlines his approach to monetary policy.

What could this mean for stocks, bonds, and your portfolio? Allen breaks it down in this week's Capital Ideas.

Even though Warsh has been hawkish in the past, he now seems to be preparing to cut interest rates—not necessarily by changing the proverbial goal posts, but by changing the rules of the game.

05/27/2026

AI continues to dominate headlines, but what does the Cerebras IPO actually mean for investors and the market?

In this week’s Capital Ideas, Allen explores the growing excitement around artificial intelligence, the record-setting Cerebras IPO, and what these trends could signal for the economy moving forward.

Cerebras Systems raised $5.6 billion at a $56 billion valuation on May 14—the largest AI IPO ever—signaling that investor appetite for artificial intelligence remains strong even as oil prices and inflation squeeze the broader economy.

05/18/2026

📣📣 We’re hiring! Berkshire Money Management is looking for a Front Office Coordinator to join our Dalton team.

If you’re organized, friendly, detail-oriented, and love helping people, we’d love to hear from you. This role is all about creating a welcoming client experience while helping keep our office running smoothly.

✨ Full-time
📍 Dalton, MA
🐾 Bonus: office dogs + one very opinionated cat

View the full job description & apply here: https://hubs.ly/Q04h1CrQ0

Careers Join the BMM Team At Berkshire Money Management, we believe work should be more than just a job—it should offer balance, support, and endless opportunities for growth. Here, you’ll find a culture of curiosity, compassion, and fun. Our team includes financial planners, client care pros, o...

05/13/2026

Midterm elections can bring plenty of market uncertainty — but what does history actually tell us?

In this week’s Capital Ideas article, Allen looks at how markets have performed during past midterm election years and why long-term investors may benefit from staying focused on the bigger picture.

Instead of asking, “Which party is a threat to the market?” it is more useful to ask, “How has the market performed during similar points in the political cycle, and what should we avoid exaggerating?”

05/08/2026

To all the nurses in our community: thank you for the care, compassion, and long hours you give every single day. 💚☕

As a small token of appreciation during National Nurses Week, Berkshire Money Management is treating Berkshire Health Systems employees to a FREE coffee or drink at participating local cafés from May 6–12, 2026. Just show your BHS ID!

Participating locations:
☕ Café Holli
☕ Wander Café
☕ Tunnel City Coffee

Because keeping nurses fueled is the least we can do. 💚



**Berkshire Money Management is not affiliated with, recommended or endorsed by Berkshire Health Systems. Community involvement efforts, donations and sponsorships should not be construed as endorsement of Advisor’s investment acumen or a recommendation to retain Advisor for professional services by any mentioned entities or organizations.**

05/07/2026

There are plenty of reasons for the market to be lower right now, but it rarely waits for everything to feel comfortable before moving higher. Here's why stocks can climb even when the news looks scary.

The market has many reasons to be lower. However, the market seldom waits until everything feels safe before rising. Markets tend to rise as current fears fade.

05/07/2026

We love when local businesses volunteer with us! We were thrilled to have staff from Berkshire Money Management volunteer their time to pack food boxes for delivery to families in need. Your dedication and commitment to the local community is inspiring! If you own a local business and want to get involved, let us know at [email protected]