In this month’s newsletter we cover The Road to Ubiquity along with other market updates
We hope this message finds you well and keeping cool during these dog days of summer! Should you have any questions about the markets or your personalized plan of action, we invite you to connect with our team.
Best Regards, The Barry Team
Best of the Blog
Skinny Bull Market Article
Although stocks seem to be in a bull market, it might be more appropriate to call this a "skinny"...
When the game Pokemon Go was released, it quickly became a sensation. In just 19 days, 50 million people were wandering the streets, eyes glued to their phones as they hunted for virtual monsters. This rapid adoption is in stark contrast to the 64 years it took for the first-ever airline, founded by Ferdinand Count of Zeppelin in 1909, to reach the same number of users. This comparison shows that the speed at which people embrace new ideas doesn't always depend on how groundbreaking they are. Instead, it often comes down to how well they fit into our increasingly interconnected world.
Employee Highlight
Katherine Taylor
As a client of Barry, you have most likely worked directly with Katherine Taylor, our Senior Client Service Manager. In her role, Katherine serves as the primary liaison between our clients and Fidelity, handling all paperwork for new accounts, money movement, account management and more. As you can imagine, this role requires a high level of professionalism, diligence and organization and Katherine excels at all of these traits. We’re truly lucky to have someone who is so dedicated to serving our clients and providing them with the highest level of service. Additionally, Katherine has recently volunteered to take on the role of the Barry Interior Decorator! When you have a chance, please stop by and admire her office as well as Liz Garvey’s, both of which have a fresh new look! In other exciting news, Katherine and her husband Jeff recently adopted a dog named Blair. They are loving having her as an additional member of the family and are enjoying everything that comes along with being first-time dog owners together!
Investing Wisdom
“An investment in knowledge pays the best interest."
Barry Investment Advisors (“BIA”) is an SEC registered investment adviser with its principal place of business in the Commonwealth of Massachusetts. BIA and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which BIA maintains clients. BIA may only transact business in those states is which it is registered/notice filed or qualifies for an exemption or exclusion from registration/notice filing requirements. Any subsequent, direct communication by BIA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of BIA, please contact BIA or refer to the Investment Advisor Public Disclosure web site (www.adviserinfo.sec.gov).
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