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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PCTV Documentary Finds Pittsfield Parade Dates Back to 1801

PITTSFIELD, Mass. — Pittsfield Community Television's recently released documentary "Fighting For Independence:  The History of the Pittsfield Fourth of July Parade" has traced the first Pittsfield Fourth of July Parade back to at least 1801.  

An article in the Pittsfield Sun from July 7, 1801, says that "at 12:00 o’ clock at noon a Procession was formed consisting of the Militia of the town."

Previously the Pittsfield Parade Committee acknowledged that the parade dated back to 1824.

"This was a fascinating discovery, as we researched to put this documentary together," said Bob Heck, PCTV’s coordinator of advancement and community production and executive producer of the program.  "Not only were we able to trace the parade back further than ever before, but to see how the parade has impacted Pittsfield, and how the community always seems to come together to make sure the parade happens is remarkable."

The Pittsfield Fourth of July parade experienced bumps in the road even back in the early 1800s - most notably, when Captain Joseph Merrick, a Federalist, excluded Democrats from the yearly post-parade gathering at his tavern in 1808.

The parade ran concurrently from at least 1801 until 1820. In 1821, Pittsfield’s spiritual leader Dr. Rev. Heman Humphrey, canceled the festivities so the day could be dedicated to God before resuming in 1822 after residents decided they wanted their parade.

"Fighting for Independence: The History of the Pittsfield Fourth of July Parade" premiered July 4 at 9:30 am on PCTV Access Pittsfield Channel 1301 and PCTV Select.  The program is available on-demand on PCTV Select, available on Roku and Apple TV, or online.

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