In this month’s newsletter we cover essential items to consider before the end of the year, the economic power of Taylor Swift, protecting yourself from scams and more.
We hope this message finds you well as we head into December and the end of 2023! We hope you and your family have a wonderful holiday season.
Featured Highlight
On this episode of the Barry Broadcast, Liz Garvey and Beth Parker give your finances a checkup as 2023 comes to a close. They discuss the maximum and recommended contributions for retirement accounts (and which might make sense for you), family gift giving, charitable giving, estimated tax payments, and healthcare-related concerns like open enrollment and FSAs.
As we head into the new year, we’d love to discuss how we can help you reach your financial goals for 2024.
This summary highlights the predominant investment themes characterizing each decade since the 1950s, demonstrating how different asset classes, sectors, or regions captured investors' interest and delivered substantial returns.
Looking ahead, Ruchir Sharma of Morgan Stanley Investment Management via NS Capital suggests the next decade might shift away from American stocks. This shift is attributed to the disparity between the size of U.S. equity markets and its economic output, coupled with high relative valuations of U.S. stocks compared to global markets. The potential for global stocks to become the leading investment theme of this decade is a topic of ongoing speculation.
Investing Wisdom
“Successful investing is about having everyone agree with you - later.”
- Jim Grant
The Lighter Side of Investing
Employee Happenings
It was another busy month for the Barry Team!
The firm celebrated it's 16th anniversary on November 21st!
Janieva's daughter, Atlas celebrated her first birthday! They celebrated the momentous occasion with a Mediterranean cruise!
Liz's daughter, Kendall celebrated her second birthday in November! Happy birthday, Kendall!
The team all celebrated a wonderful Thanksgiving holiday with family and friends! Kate hosted her son Colby's friends from UMass Amherst. They had a global affair sharing their traditions with friends from; South Korea, India, and China!
Move over Oprah, the Barry Team Favorite Things List
is live!
Click heref
or our favorite gift ideas for the Holidays!
The Barry family held their annual Gingerbread House competition over Thanksgiving weekend! We invite you to send your vote for your favorite Gingerbread House to info@barryia.com.
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.