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From the Office of The Berry Group
May 17, 2012

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from The Berry Group
May 2012
 
 

CFO Outlook: Looking for Renewal
In our recent survey, many financial executives express cautious optimism about the economy and say they plan to grow their companies. View video.
 
Choosing the Right Executor
There are many things to consider in setting up-and settling-an estate. Here are some smarter ways to help ensure that your assets are disbursed according to plan.
 
South Africa's Powerful Potential
Why the most recent addition to BRIC may offer investors the potential for growth found in emerging markets and financial stability of a developed country.
 
U.S. Equities: Will the Bull Market Last?
Despite the rally in the first quarter, uncertain times may be ahead. Here's a look at how to find quality, yield and growth in the coming months. View video (03:43) and transcript.
 


The Berry Group
Financial Advisory Team

1111 BROADWAY Floor 22
OAKLAND, CA 94607

510.208.3833
Angela Berry
Financial Advisor
510.208.3833

Dottie Gorton
Registered Senior Client Associate
510.208.3807

Tamara Bryan
Vice President
Wealth Management Banker
510.208.3837




Which is your chief concern when diversifying your retirement portfolio?
Potential long-term market volatility
A shifting tax environment
Guaranteeing income in retirement
Long-term care insurance
None of the above
 
 
 
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