Berkshire Wealth Group

Berkshire Wealth Group At Berkshire Wealth Group, we provide a sophisticated, multi-generational advisory experience that feels aligned with where you are—and where you’re headed.

Financial advice for a new generation of stewards.

27 catastrophes. 19 inventions. One line that kept going up.150 years of U.S. equity markets — wars, pandemics, financia...
08/24/2026

27 catastrophes. 19 inventions. One line that kept going up.
150 years of U.S. equity markets — wars, pandemics, financial crises, assassinations, market
crashes — plotted against every major technological breakthrough of the era.
Every red marker was described as unprecedented when it happened. Every one.
The 1929 crash. WWII. The Cuban Missile Crisis. 9/11. 2008. COVID.
And the line kept going up.
This is the evidence base for staying invested. Not a theory. 150 years of data.



https://www.raymondjamesconnect.com/aMWBZ7

Complex doesn't mean better. Clear, simple, disciplined strategies often win over time.
06/18/2026

Complex doesn't mean better. Clear, simple, disciplined strategies often win over time.

berkshirewealthgroup.com

I am not a Las Vegas person. I was sure of it. ‍Scott and I just returned from Raymond James' annual Elevate conference ...
05/19/2026

I am not a Las Vegas person. I was sure of it. ‍

Scott and I just returned from Raymond James' annual Elevate conference in Las Vegas — a few thousand advisors, still mostly male, from around the country, all congregating in one hotel. We kept ourselves entertained at the pool playing "Raymond James or not Raymond James." The overheard conversations made it a dead giveaway most of the time.

The conference itself was good. I focused on the team-building sessions, which felt timely. I've been wrestling with a real choice: close our doors to new clients or build a team that lets us help more of the people who need and want what we do. I've tried saying no over the last few years to a handful of hopeful prospective clients, and it never felt right. Increasingly, building a team and mentoring a new generation of advisors feels like the right answer — and I'm starting to see what that might actually look like.

My Vegas imagination ran to seedy strip clubs, drunk bachelors, and down-on-their-luck gamblers — and yes, it had all of that. But it had so much more. Sometimes you brace for the worst, and the world catches you off guard. I found a thriving Ashtanga yoga community. One of the most beautiful hikes I've ever been on. Fantastic Thai food. A concert at The Sphere. Warm, breezy desert air. Lazy hours by a beautiful pool. And two new women friends in my industry — one of them a fellow Ashtangi.

‍On Sunday morning, the day after arriving, I was ready to leave. By Wednesday, when it was time to pack up, I was a little sad to go. ‍

Every morning I practiced at Mysore & Ayurveda Las Vegas — a sweet community with wonderful teachers, just seventeen minutes from the hotel. That's where I met Bree, my fellow Ashtangi financial advisor. The last morning, as we said our goodbyes, we talked about how much the practice helps with the work of advising. She laughed telling me about a client who was anxious about the war and asked if she had a chant or something he could use. She told him she did.

The market chant, she said, goes like this:

"Volatility is the price you pay for building long-term wealth in the markets."

More on the market chant in my next post. https://www.raymondjamesconnect.com/adS5JC

Honored to be featured in the Lakeville Journal this week. Finance and yoga have always felt like two languages describi...
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

Recently I spent several days building an interactive Periodic Table of Investment Returns — a tool that lets you visual...
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

On New Year's Eve in Madrid, standing in a crowd two hours before midnight with my 14-year-old daughter, I realized she ...
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

The urge to act when markets drop feels like wisdom. It isn't.There's a book by meditation teacher Sylvia Boorstein call...
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

When you own shares in a company—even just one share—you get a vote on things like:Who sits on the boardClimate and envi...
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. 🗳️

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