The Berry Group

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Perhaps more than any other time in recent history has the world economic landscape presented as many challenges to investment managers and their advisors. Lower growth expectations in the US, a low interest rate environment coupled with greater volatility puts enormous pressure on portfolio construction.  Such challenges call for extraordinary resources, experience, reliability and integrity. 

Whether you’re looking for guidance with your retirement planning, your 529 college funding, charitable giving and or wealth management, Rick Berry is an advisor you can count on.  We start with an understanding of your current situation, your life’s goals, dreams and an inventory of your assets and tolerance for risk.   2013 and beyond will require being selective, investing in companies, not markets and an approach to manage risk without closing the door on opportunities.  Being objective in uncovering those money managers who demonstrate long term excellence in their work is essential to the success you expect in your relationship with Rick.

The realization of your goals involves a commitment to action, an evolving understanding and belief in the worlds’ capital markets.  Rick relishes the building of bridges and the nurturing of the relationship through a coaching and mentoring approach.

Rick Berry provides his financial and wealth management services in the Greater Tri-State area including Connecticut, Massachussets, and Rhode Island for the past forty plus years.

 

Helpful Content

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

 

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

What to Do When You Lose Your Wallet

There are things you can do to keep yourself safe when you lose your wallet.

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