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Saturday, September 12, 2026

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Allen Harris

Allen Harris is the founder, CEO and CIO of Berkshire Money Management based in Dalton, Massachusetts. He is a Certified Exit Planner, Certified Value Builder and Certified Business Valuation Specialist, and specializes in working with business owners intending to accelerate their growth and/or transition. Harris is also the author of 'Build It, Sell It, Profit: Taking Care of Business Today to Get Top Dollar When You Retire,' publishes the Berkshire Business Confidence Index, and hosts the BMM Business Roundtable. He built and sold his previous business, the Navigator Newsletters Group, a financial publication with 16,000 paid subscribers (one of the five largest of its era). Beyond his professional work, Harris is passionate about the well-being of animals. He is an avid supporter of spay and neuter efforts and animal rescue. Additionally, he is a strong advocate for both economic revitalization and the arts in the Berkshires, including First Fridays Artswalk, Shakespeare in the Park, Alchemy Initiative, Tanglewood, Jacob’s Pillow and other nonprofit organizations.

written articles

Business

CAPITAL IDEAS: When should you claim Social Security if you have $1 million saved?

The argument for claiming early gets more interesting when we stop asking, “Which strategy gives the biggest lifetime benefit?” and instead ask, “Which strategy leads to the best retirement for me?”
Business

CAPITAL IDEAS: The lag 7 — Is Micron the new Nvidia?

My rule of thumb, which I borrowed from DataTrek, is that a double is a bubble. If a company’s stock price doubles within a year, there is a good chance the price has advanced much faster than the fundamentals.
Business

CAPITAL IDEAS: What happens to the stock market if the Federal Reserve raises interest rates?

For much of the year, Wall Street focused on when the Federal Reserve might cut interest rates. Now, investors are facing a new question: What happens if the Fed decides to raise them instead?
Business

CAPITAL IDEAS: How to invest tax-efficiently

The right investment isn't enough on its own. Where you hold it—and how you manage gains, losses, and timing—can make just as much difference to your bottom line.
Business

CAPITAL IDEAS: Should you buy the SpaceX IPO?

SpaceX is a legitimate, world-class business. However, the financial advisor in me says don’t buy its IPO. The fun-loving gambler in me says, “Go ahead.”
Business

CAPITAL IDEAS: Kevin Warsh is now the Fed chair. What does this mean for investors?

Even though Warsh has been hawkish in the past, he now seems to be preparing to cut interest rates—not necessarily by changing the proverbial goal posts, but by changing the rules of the game.
Business

CAPITAL IDEAS: What is this Cerebras IPO?

Cerebras Systems raised $5.6 billion at a $56 billion valuation on May 14—the largest AI IPO ever—signaling that investor appetite for artificial intelligence remains strong even as oil prices and inflation squeeze the broader economy.
Business

CAPITAL IDEAS: The bull market is older than the average run. What’s next for stock prices?

About two years ago, I began comparing today’s market to the tech-driven market of the 1990s. Now that the Q1 2026 corporate earnings season is nearly over and the market has moved higher again, it is a good time to revisit that comparison.
Business

CAPITAL IDEAS: How do midterm elections affect the market?

Instead of asking, “Which party is a threat to the market?” it is more useful to ask, “How has the market performed during similar points in the political cycle, and what should we avoid exaggerating?”
Business

CAPITAL IDEAS: The market is looking past the war and Fed drama

The market has many reasons to be lower. However, the market seldom waits until everything feels safe before rising. Markets tend to rise as current fears fade.
Business

CAPITAL IDEAS: What is a financial plan, anyway?

When done right, a plan does four things at once: It helps you grow your money, protect what you have built from taxes and catastrophes, turn savings into retirement income, and match your money with your values like family, giving, and legacy.
Business

CAPITAL IDEAS: The market’s trend is bordering on bullish

Usually, the recovery starts when investors believe the next six months will be better than the last six weeks, even if nothing is fixed yet. Some of that is happening now, but there is still a big risk: What if investors start to think things will get worse instead of better?
Business

CAPITAL IDEAS: The jobs market is in a recession. Is the middle class next?

It is not unprecedented for the U.S. economy to endure a lackluster jobs market while avoiding recession, but it is uncommon.
Business

CAPITAL IDEAS: Did I just get scammed?

For everyday investors, the real danger is not just losing a refund. A tax scam can expose your Social Security number, compromise your IRS account, create a false return in your name, or leave you holding the bag for deductions and credits you never should have claimed in the first place.
Business

CAPITAL IDEAS: What history says when investors turn this bearish

As a contrarian, I often see negative sentiment as bullish. Not that bad sentiment cannot get worse, but it is generally constructive insofar as, when there is an extreme, often much of the downside is behind us.
Business

CAPITAL IDEAS: What if oil hits $150?

If the market comes to believe $150 oil is not a spike but a plateau (at least a temporary one), I expect the S&P 500 to trade less like a traditional geopolitical scare and more like a classic recession scare.
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