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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
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.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Is your estate in order? This short quiz may help you assess your overall strategy.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Don't let procrastination keep you from pursuing your financial dreams and goals.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
It's easy to let your investments accumulate like the junk in a junk drawer. This may not be the best approach.
Recent changes in estate tax laws could affect the strategy you have in place.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There’s an alarming difference between perception and reality for current and future retirees.
Learn how to harness the power of compound interest for your investments.