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.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
There are things about Social Security that might surprise you.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Knowing your options when a CD matures can help you make a sound investment decision.
The uncertainties we face in retirement can erode our sense of confidence.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
$1 million in a diversified portfolio could help finance part of your retirement.
Understanding the cycle of investing may help you avoid easy pitfalls.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
What does your home really cost?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.