In this month’s newsletter, we discuss year-end financial planning as well as the fear/greed index.
Celebrating 13 Years of Commitment
We hope this newsletter finds you and your family staying safe and enjoying the start of winter. If you are like our team, you probably aren’t seeing friends, family, and loves ones as much this year compared to years past — however, we hope you are finding ways to connect and celebrate the holidays during this challenging time.
On the topic of celebrations, November 21st, 2020, marked the 13th anniversary of Barry Investment Advisors as an independent wealth management firm. This milestone wouldn’t be possible without you, our valued clients. Thank you for the opportunity to be a trusted advisor during these challenging times.
Best Regards, The Barry Team
Best of the Blog
Why Emerging Market Value Stocks Could Be Worth a Closer Look
With markets at all-time highs, many investors are searching for underfollowed equities with high...
The fear and greed index tries to determine which of these two basic emotions is driving the stock market at any given time.
To estimate this, the index considers seven factors: stock price momentum, stock price strength, stock price breadth (volume), option pricing, junk bond demand, market volatility, and demand for safe-haven assets (like U.S. Treasuries).
The last time we shared this chart was in April of 2020, when the index was sitting at just eight — signaling an extraordinary level of fear in the marketplace. Today, the index sits at 86, pointing to extreme greed in the marketplace. As we have said in the past, greed-driven markets can signal that a near-term correction is due and that extra prudence is warranted.
Employee Favorites
Aura Frames
Aura Frames is putting new technology in a household classic: the picture frame. These digital picture frames connect to an app on your phone and any friends and family with access to the app can upload pictures, which will appear on the frame immediately. Since many families won’t be able to connect as much this year, it might make the perfect holiday gift.
“When all the experts and forecasts agree, something else is going to happen”
- Bob Farrell’s rule number 9
The Lighter Side of Investing
Barry Team Happenings
A reminder that today, December 1st, is Giving Tuesday! A perfect time to show kindness and generosity by giving your voice, time, money, goods, and more to support communities and causes.
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).
Investments involve risk and are not guaranteed. This web site and any information contained on the web site are not intended to provide investment, tax, or legal advice.
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