In this month’s newsletter, we discuss Tesla’s valuation and how to choose the best healthcare.
We hope you and your family had a great Thanksgiving!
As we begin December, we wanted to wish you and your family a very happy and healthy holiday season. We greatly appreciate the opportunity to work with you and we look forward to supporting you and your objectives in the new year and beyond.
Best Regards, The Barry Team
Best of the Blog
How to Choose the Best Healthcare Plan
Open enrollment is a period of time where you may elect to enroll in or change your previous...
In recent years, the price of Tesla stock has skyrocketed relative to the broader market and its peers in the auto industry.
The question remains, is Tesla really worth more than Ford, Honda, VW, Toyota, and others... combined? Only time will tell, but we remain cautious when looking at these types of sky-high valuations in the market.
Employee Favorites
A Digital Advent Calendar
This digital Advent Calendar from Jacquie Lawson is a beautifully done new take on an old holiday tradition. This digital calendar is full of games, puzzles, music, and animation. It is the perfect gift to send to people of all ages and makes for a fun family activity. We hope you enjoy “opening” each day together!
"The intelligent investor is a realist who sells to optimists and buys from pessimists."
Ben Graham
The Lighter Side of Investing
Barry Team Happenings
Kate attended an event hosted by First Trust held in Austin, TX where she was able to collaborate with other advisors and learn about latest industry trends.
Justin attended the annual Marine Corps birthday celebration at the Sgt. Jack Hettchen, Jr. Detachment 1428 in Montgomery County, MD.
Whitney attended a round table session hosted by Vanguard where she and other advisors in the area discussed best business practices.
Dan attended the CFA Leadership Planning Session in Providence, RI.
Last, but definitely not least, Liz Garvey had a baby!! Click here for details!
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