Barry E-Mag July 2020

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!

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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.

Check Out Audible

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!

Barry Investment Advisors
128 Union Street Suite 507
New Bedford MA 02740

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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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