Berkshire Money Management

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]

05/01/2026

Last chance! Voting for the Shopper's Guide Shopper’s Choice 2026 ends tomorrow ⏳

We’re proud to be in the running for:
✨ Best Wealth Management
✨ Best Place to Work

Why vote for us? Our clients say it best—being knowledgeable, responsive, and truly caring about their financial well-being is what sets our team apart. That’s the standard we show up with every day.

If you believe in what we do, we’d be grateful for your support:
https://hubs.ly/Q04f9vJl0

Thank you for being part of our community 💚🦡

**“Shopper’s Choice” 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 “Shopper’s Choice” 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.**

04/29/2026

What exactly is a financial plan… and is it more than just investments?

In this week’s Capital Ideas, Allen Harris breaks down what a real financial plan should actually do—from helping you keep more of what you earn to protecting, growing, and ultimately passing on your wealth with intention. It’s not just about numbers—it’s about having a strategy, staying organized, and making smarter decisions with confidence.

If you’ve ever wondered whether your “plan” is truly working for you (or if it’s just sitting in a drawer somewhere), this is worth the read.

👉 Check it out: https://hubs.ly/Q04dW3Lw0

When done right, a plan does four things at once: It helps you grow your money, protect what you have built from taxes and catastrophes, turn savings into retirement income, and match your money with your values like family, giving, and legacy.

04/28/2026

Voting reminder from our most important team member 🐾:

Happy Pets = Happy Employees = Happy Clients 💙
At BMM, being pet-friendly isn’t just a perk—it’s part of our culture. And yes… our Dalton office is proudly supervised by Belle, our resident office cat 🐱

If you love a workplace that welcomes both people and their furry sidekicks, we’d be so grateful for your vote in the Shopper's Guide Shopper’s Choice 2026:
✨ Best Place to Work
✨ Best Wealth Management

Vote here: https://hubs.ly/Q04dP2GT0

Belle says thank you (and expects treats in return).

**“Shopper’s Choice” 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 “Shopper’s Choice” 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.**