In this month’s newsletter, we review 2020 and cover US Corporate Debt
We hope this newsletter finds you and your family staying safe and enjoying the start of the new year.
In this month’s podcast, Joe Barry sits down to discuss the financial markets in 2020. Specifically, he covers the financial and economic “firsts” that we saw this year: the expanded use of negative interest rates, frantic buying of electric vehicle stocks, and never-before-seen participation in the options market, to name a few things.
As always, please reach out to the Barry team if you have any questions.
This chart shows US corporate debt (the red line) and the yield on that debt (the white line) since 1990. Today, US corporations are issuing an unprecedented volume of debt, likely the result of the COVID-19 pandemic in tandem with a historically low interest rate environment.
We’ll be watching corporate debt ratios closely as we start the new year.
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A Podcast on Optimism
The last year brought about new challenges into all of our lives. As a result, we believe we could all use a bit of optimism going forward. Liz Garvey introduced this podcast from Simon Sinek to the team, which does exactly that. Each week, he brings a bit of optimism through interviews with interesting people who are living inspired lives. Our team has really enjoyed it and we hope that you and your family do as well.
This month was filled with celebrations and education!
Kate Alves was invited to attend the Virtual Barron's Women Summit where she learned about best practices and industry trends from some of the top female advisors in the country.
Kate, Whitney and Liz attended Inside Track, a two-day virtual conference presented by Fidelity.
Justin Neria celebrated a birthday on December 27th. Happy Birthday, Justin!
Dan Pinheiro celebrated his 1-year Anniversary with the firm!
The team celebrated the holidays with a Zoom Holiday Party, complete with hors d'oeuvres and various holiday games.
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