In this month’s newsletter, we discuss Millennial wealth and Chinese unemployment
We hope this message you and your family doing well, and enjoying the start of Spring. It’s hard to believe that the first quarter is now behind us and gardening season is just around the corner.
In this Barry E-Magazine, you’ll find articles on Millennial wealth habits, Chinese unemployment, and the state of U.S. wealth distribution. As always, we invite you to connect with our team to discuss any of the information shared.
Best Regards, The Barry Team
Best of the Blog
Millennials Share Their Hard-Won Money Lessons
When it comes to managing money, conventional wisdom isn’t always the best approach for millennials...
This chart takes an interesting look at wealth in the United States. The first chart shows how the top 3% of earners hold 54% of the nation’s household wealth. The second chart shows that nearly 85% of all U.S. financial assets are owned by the top 10% of wealth holders. This data was from 2014, and it’s not surprising that we’ve seen the wealth gap widen in recent years as asset prices have appreciated significantly.
Employee Favorites
A Digital Library
Scribd claims to be the world’s largest digital library, and it just might be true. With millions of books and podcasts to choose from, they are helping people “learn something new every day.” We’ve really enjoyed their content and thought you might as well.
“Bull-markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria” - Sir John Templeton
The Lighter Side of Investing
Barry Team Happenings
Beth Parker had a baby boy! Benjamin Stephen Parker was born on March 8th. Beth will be out of the office enjoying time with Ben until early Summer 2022. Please contact Liz Garvey with any questions regarding financial planning at [email protected]
March is a busy month at Barry with birthdays! Lauren celebrated her birthday on March 5th, Beth celebrated her birthday on March 17th and Sharon celebrated her birthday on March 29th. Happy Birthday, Ladies!
Kate attended the Barron's Independent Summit in Louisville. This invitation-only event provided Kate the opportunity to network with other professionals in the industry.
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