October 31, 2024

Community News

From the Office of The Berry Group
May 17, 2012

Client Login 
 
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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Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

Trust and fiduciary services are provided by Merrill Lynch Trust Company, a division of Bank of America, N.A. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

Investment products, insurance and annuity products:

Are Not FDIC InsuredAre Not Bank GuaranteedMay Lose Value
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MLPF&S and Merrill Lynch Trust Company make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest, including BofATM Global Capital Management.

 
  © 2012 Bank of America Corporation. All rights reserved.  

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