Berkshire Money Managemen Adviser Gains Designations

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DALTON, Mass. — Zack Marcotte, a financial adviser on the Berkshire Money Management team, has been awarded the Accredited Investment Fiduciary designation as well as the Accredited Wealth Management Advisor designation. 

The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. It is the culmination of a rigorous training program. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation. 

The AWMA designation requires completing a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives and culminates with a complex exam that encompasses "real life" situations. Designees must renew their designation every two years by completing 16 hours of continuing education.

"The financial world isn't getting any easier for families to navigate," Berkshire Money Management founder and CEO Allen Harris said. "Once upon a time, financial advisors just picked investments and called you once per quarter. People like Zack know that’s old school. Today we find that investors, especially those with more assets, need a suite of services."

A native of the Berkshires,Marcotte began working at BMM while he was still in high school. Over the next decade, he was an integral part of building the firm (literally) from the ground up. He attended MCLA while still working with the seasoned team at BMM and earned his bachelor of business administration. He now serves as a financial adviser specializing in retirement planning.

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Berkshires Beat: BNRC Upgrades Popular Trails for 2019 Summer Season

Trail facelifts

On Monday, June 10, state Rep. Smitty Pignatelli joined members of the Berkshire Natural Resources Council (BNRC) board of directors, volunteers, staff and nature trail enthusiasts to unveil a redesigned trailhead kiosk and enhanced on-trail signage at BNRC's flagship conservation reserve, Yokun Ridge South at Olivia's Overlook. Similar upgrades have also been completed at 16 other BNRC trail sites across Berkshire County. All 54 BNRC reserves are open to the public year-round from dawn to dusk, free of charge.

Each updated kiosk features a large map of the reserve and its trail system; notes on the natural, cultural, and ownership history of the protected lands; and suggested activities for each property.  Also available at the kiosks are free, newly revised paper trail maps for visitor use. Easier-to-read on-trail signage, mostly in the form of large brown signs with white letters, has also been installed on many trails. Among these are trails at The Boulders, a BNRC property used by many, which spans across parts of Dalton, Lanesborough and the City of Pittsfield in the center of Berkshire County.

"These kiosk and signage improvements, coupled with BNRC's new Berkshire Trails app, will help everyone explore the richness of the Berkshires' hiking trails and outdoor opportunities," said BNRC President Jenny Hansell. At Monday's unveiling ceremony, Pignatelli spoke to the crowd of the economic importance of conservation land and outdoor recreation opportunities in the Berkshires.

Established in 1967, the Berkshire Natural Resources Council’s mission is to protect and preserve the natural beauty and ecological integrity of the Berkshires for public benefit and enjoyment. There are 54 BNRC conservation reserves spread across Berkshire County, free to the public, open to everyone for non-motorized recreation, featuring over 55 miles of maintained trails.

 

Cheshire food pantry

The Cheshire Pantry opened on Saturday, May 26, from 11 a.m. to noon at the Cheshire Community Center. The pantry will be available the first Saturday of each month. Emergency food is available as well as delivery service.

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