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In this month’s newsletter, we discuss medicare open enrollment and discuss how momentum investing has performed recently.
December 7th, 2019 marks the end of Medicare's open enrollment period. After December 7th, you won't be able to...
- switch to Medicare Advantage from Original Medicare
- switch from one Medicare Advantage plan to another
- enroll in Medicare Part D if you haven't done so already
On this month's podcast, Kate Rowe and Liz Garvey sat down with Stuart Millard, Certified Financial Planner and founder of Senior Insurance Solutions, to discuss Medicare considerations for those over age 60.
Listen to this podcast by clicking below, or reach out directly to your team at Barry if you'd like help navigating this year's Medicare enrollment period. |
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Best Regards,
The Barry Team
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Quiz: The Investor Emotion Cycle
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The Investing Emotion Cycle tracks the investing public’s temperament towards an asset, idea, or...
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Key Steps To Financial Independence
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On this month’s podcast, Kate Rowe, CFP®, and Liz Garvey, CFP®, discuss the necessary steps toward...
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WeWork: A Cautionary Tale
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WeWork was once considered one of the most promising new startups in the country, earning an...
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Chart of the Month
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As a general rule, should you buy stocks that have performed well recently or stocks that have performed poorly recently?
According to momentum investors, you should focus on stocks that have performed well recently, as they believe that strong performance is an indicator of future performance. For this reason, momentum investors seek out stocks that have recently outperformed their peers when building investment portfolios. This approach is at odds with traditional value investing, which focuses on stocks that are undervalued and, in many cases, have performed poorly relative to their peers.
So how have momentum strategies performed? As the chart above shows, Vanguard's U.S. Momentum Factor ETF has gone up about 3% since October 1st. This compares to the iShares USA Value Factor ETF that has returned roughly 8%. While it's just a snapshot of market performance, it's another indicator that now may not be the time to chase winners, hot stocks, and recent performance. Rather, we should remain focused on identifying stocks and asset classes that are undervalued, out of favor, and holding the highest value is a wise approach.
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Employee Favorites
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Joe’s Favorite Photo App
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This month's employee favorite comes from Joe Barry, who recently catalogued thousands of family photos with the help of his granddaughter and Google Photos.
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"I had thousands of old family photos in my attic, many of which hadn’t seen the light of day in years. Using Google Photos, my granddaughter and I were able to catalogue and preserve these photos. It was a really fun thing to do together, and it could be a great way to spend time with your family during the holidays this year. Here’s what we did.
First, we piled all of all of the photos on the dining room table. Then, we used books to build a flat surface that was at a 45-degree angle. You’ll want to experiment with the lighting in the room before you get started and be mindful of glare. Once that is setup, we used our smart phones to photograph each original photo. With Google Photos, all of these images go to the cloud where they can be cropped, edited, and organized - and the platform has facial recognition software that helps speed up the process.”
- Joe |
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Investing Wisdom
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“When everybody knows something is so, nobody knows nothin”
- Andrew Grove |
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The Lighter Side Of Investing
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Barry Team Happenings
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We hope that you all had a wonderful Thanksgiving with your families! Another busy month for the Barry Team!
- Joe and Pat attended their second Silk Road Summit in Washington DC. The presenters and attendees are actively engaged in the business of connecting two-thirds of the world's population through this China-sponsored infrastructure program.
- Liz Garvey attended a luncheon hosted by the he Norfolk & Plymouth Estate and Business Planning Council where they discussed retirement planning under the current tax law.
- Kate Rowe attended a "Lunch and Learn" focused on year-end planning for taxes and hosted by the Estate Planning Council of Rhode Island.
- Last., but not least, Barry Investment Advisors celebrated it's 12th Anniversary!
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