Over the last several months, many of us have had extra time on our hands. And for some, this has been a good time to get your personal and home life a bit more organized. In doing so, it’s important to remember your financial life, and in a recent blog post, we shared five key areas to keep in mind. Have a look, and please us know if you have any questions.


From our entire team, we hope you have a safe and wonderful July 4th!


Best Regards,
The Barry Team
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Chart of the Month

What shape will the COVID-19 recovery look like? On July 30th, we will get a key piece of information, when the U.S. Bureau of Economic Analysis (BEA) releases Q2 GDP figures. So far, a “V-shaped” recovery looks unlikely, and the spread of the pandemic in re-opened states may determine if recovery looks more like a “U” or a “W” going forward.

Employee Favorites

Our Favorite Stories

For the last several months, libraries and bookstores have been forced to close, making it challenging to find books and other reading material. Audible is an easy way to access audiobooks, mysteries, true crime, comedy, news updates, kids stories, and bite-sized audio content. Our team has been loving Audible over the last several months, and we hope it provides some good listening to you and your family.

Investing Wisdom

"The stock market is a device for transferring money from the impatient to the patient."


- Warren Buffett

The Lighter Side Of Investing
Barry Team Happenings


  • Liz Garvey and Kate Alves participated in the Annual (Virtual) Meeting with members of the New Bedford High School Advisory Board.
  • Tyler Craig and Whitney Holland celebrated their five-year work anniversary at Barry!
  • Julia Fluegel, who has been interning with the firm since early this year, joined the team full-time as a Financial Planning Assistant on June 1st.  Welcome to the team, Julia!