Berkshire Wealth Group

03/26/2026

Honored to be featured in the Lakeville Journal this week. Finance and yoga have always felt like two languages describing the same thing to me — the search for stability, clarity, and showing up even on the hard days. Photo and article by Elena Spellman https://www.raymondjamesconnect.com/a6J8CJ

03/12/2026

Recently I spent several days building an interactive Periodic Table of Investment Returns — a tool that lets you visualize how 9 major asset classes have ranked against each other in every calendar year from 1990 through 2025.

berkshirewealthgroup.com

03/06/2026

This is not a story about being unprepared. It is a story about how easily life can move faster than our best intentions. https://www.raymondjamesconnect.com/aH079x

02/27/2026

On New Year's Eve in Madrid, standing in a crowd two hours before midnight with my 14-year-old daughter, I realized she had never heard of Warren Buffett.

Somehow that felt like a parenting failure.

We ended up talking about gold, stocks, temperament, and my thoughts on why one of the greatest investors of all time might also have been a quiet yogi — even if he never stepped onto a mat.

This essay is for her. And maybe for you.

Midnight in Madrid & Warren Buffett
(Link in bio)

berkshirewealthgroup.com

02/20/2026

The urge to act when markets drop feels like wisdom. It isn't.
There's a book by meditation teacher Sylvia Boorstein called Don't Just Do Something, Sit There. It's advice for when your mind races and discomfort sets in — don't fix it, don't adjust, just stay.
That's also some of the best investment advice I know.
Study after study shows that the more investors trade, the worse they do. In 2020, markets dropped 34% in 33 days. They recovered fully within five months. In 2008, markets fell 57%. They came back — and then doubled.
Every single time, the investors who sold locked in their losses. The investors who stayed participated in the recovery.
The biggest threat to your portfolio isn't the market. It's you.
Sitting still through volatility doesn't mean ignoring your financial life. It means staying grounded in your plan. Observing your fear without letting it make your decisions for you.
In meditation and in investing, the stillness is active. It takes discipline.
Don't just do something. Sit there.
📖 Full article at yogaandfinance.com — link in bio.
Any opinions are those of Berkshire Wealth Group and not necessarily those of Raymond James. https://www.raymondjamesconnect.com/axhKR2

12/08/2025

When you own shares in a company—even just one share—you get a vote on things like:

Who sits on the board
Climate and environmental commitments
Labor practices and supply chain audits
Executive compensation
Political spending transparency

Most investors never cast these votes. But these votes add up. They create pressure. They shift the aggregate.
If you care about where your money goes as a consumer, why wouldn't you care about how your money votes as an investor?
I wrote about this—link in bio. Because ownership isn't just about returns. It's about having a voice. 🗳️

12/01/2025

I hear this all the time: "I don't want to support corporate greed." I understand. But here's what most people don't realize—You're already deeply connected to public companies. Your phone, your car, your electricity, the apps you use. Even the co-op where you shop gets its inventory from publicly traded distributors.

For most of us, 40-70% of our income flows to these companies every single year. We just only participate as customers.

So here's the question: if that much of your money is already going TO them, is it really so radical to put 10% back into them as an owner?

I wrote about this because I think the perspective matters.

berkshirewealthgroup.com

06/24/2025

🌟 Introducing Our New Office Space! 🌟

During the pandemic, we transitioned to working from home. In 2021, we took the leap and opened our first office in Great Barrington. Little did we know, this journey would lead us to transform our barn into our dream workspace—a hub for Berkshire Wealth Group upstairs and a serene yoga studio downstairs. 🌿

Renovating our barn was more than a business decision; it was about creating a space that reflects our values of balance and community. Now, we're thrilled to welcome you to our new home for Berkshire Wealth Group!

Come visit us for in-person meetings or connect with us via Zoom in our enhanced workspace, complete with our new Vibe board. Here's to building a space where we can continue supporting our clients and community with purpose and care. Welcome to Berkshire Wealth Group!

https://www.raymondjamesconnect.com/a678z8

04/21/2025

Markets look forward. So should investors. https://www.raymondjamesconnect.com/akInsF

04/04/2025

Market volatility is likely to remain as we feel the uncomfortable effects of the global tariff plan that was announced April 2.

raymondjames.com

03/26/2025

Thinking about opening a 529 plan? They're being used as a modern estate planning tool, not just for college savings. Learn more

raymondjames.com