On this month’s podcast, Sean Corkery, Kate Rowe, and Liz Garvey discuss retirement readiness. Are you financially ready to retire? Are you emotionally ready to retire? And how will you spend your newly found free time? Listen to our insights on each of these questions by clicking the link below. 


As always, if you have any questions please reach out to your team at Barry Investment Advisors.

Best Regards,
The Barry Team
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Chart of the Month

Gartner’s Hype Cycle is a guide to differentiate between a technology’s “bold promise” and “commercial viability." Most interesting for investors, Gartner also estimates how long it will take these technologies to reach the “Plateau of Productivity”, or the point when technology achieves mainstream availability and usage. 

Investing Wisdom

“You don’t make money by trading, you make it by sitting.” It takes patience to wait for the trade to develop, for the opportunity to present itself. Let the market come to you, instead of chasing the market.”


- Fred McAllen

The Lighter Side Of Investing

Reprinted with permission of Grant's Interest Rate Observer

Barry Team Happenings - Updates From Our Team!

  • Kate Alves was invited to attend a luncheon hosted by Vanguard whereby she and eight other financial advisors discussed investment philosophies and ideas.
  • Kate Alves and Liz Garvey attended a networking event hosted by First Trust, which included a presentation on the importance of women taking an active role in their finances as well as the significance of wealth transfer to the next generation.  
  • Kate Alves, Liz Garvey and Whitney Holland participated in the KPMG Women's PGA Championship Golf Clinic.  They spent the day working with PGA/LPGA professionals, who instructed them on how to improve their golf game.  It was a very hot, but very motivating day!
  • Katherine French purchased her first home!  
  • Joe Barry celebrated his 70th birthday!  Happy Birthday, Joe!
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