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.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
A letter of instructions provides additional and more personal information regarding your estate.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
It's easy to let your investments accumulate like the junk in a junk drawer. This may not be the best approach.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.