In this month’s newsletter, we discuss real estate market and russian sanctions
We hope you and your family enjoy the Fourth of July weekend!
For this month’s newsletter, we wanted to do something a bit different: a quiz. Below you will find a multiple choice question related to wealth management. At the very bottom of this newsletter, you will find the answer. Good luck!
July’s Quiz Question:
What happens when an investor has too much diversification?
A) They generate greater returns B) They add too much risk to the portfolio C) They spread their portfolio too thin D) They make life difficult for their wealth advisor
Best Regards, The Barry Team
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Barry Team Happenings
Katherine celebrated her birthday on June 16th and Liz celebrated hers on June 18th. Happy Birthday!!
Whitney and Julia celebrated their work anniversaries at Barry. Whitney has been at the firm for 7 years and Julia has been at the firm for 2 years.
On June 23rd, we held our Ladies Soiree where we enjoyed food, drinks and fun with a group of our female clients and friends. If you weren't able to make it, we missed you and look forward to seeing you at the next event!
A very special CONGRATULATIONS to Kate Alves on 30 years at Barry Investment Advisors!! Thank you for all that you do for our team and our clients!
July's Quiz Question
What happens when a portfolio has too much diversification?
A) They generate greater returns B) They add too much risk to the portfolio C) They spread their portfolio too thin D) They make life difficult for their wealth advisor
Answer: The answer is C, they spread their portfolio too thin.
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.
