Our Investment Committee recently teamed up with Ethic to build a customized portfolio that is process-driven by financial and human values, such as the environment and corporate governance. Watch the video below to learn about what this process looked like, then connect with your team at Barry if you would like to learn more about leveraging this new allocation strategy.


Best Regards,
The Barry Team
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Chart of the Month

This chart tracks the relative price difference (or the “spread”) between one ounce of silver and one ounce of gold.


Precious metals are investments that often perform well under stressed economic and political environments.  The metals also tend to do well in the current environment of negative real interest rates (interest rates minus inflation).  Gold has responded positively to the above conditions and the Corona virus. Silver tends to lag the price of gold, and if its historical relationship to gold returns, there could be a significant opportunity for appreciation. 



Employee Favorites

Our Favorite Seafood Cookbook

With summer here, we want to highlight one of our favorite cookbooks: Fresh FIsh. This book not only includes delicious seafood recipes, but also beautiful photography of the dishes themselves.


Our favorite recipe within this book has to be for Stuffies - a classic Rhode Island dish that is perfect for summer evenings.

Investing Wisdom

‘’Opportunity is missed by most people because it is dressed in overalls and looks like work’.‘’


Thomas Edison

The Lighter Side Of Investing
Barry Team Happenings

More celebrating and virtual networking and learning this month!  

  • Liz Garvey and Kate Alves participated in a virtual meeting with members of the Fidelity Charitable group to discuss various topics as they pertain to Charitable Gift Funds.
  • Whitney Holland participated in a virtual round table with individuals from other RIA's in the area.  The meeting was hosted by Fidelity and focused on business development strategies.  
  • Katherine Taylor and Lauren Lennahan both celebrated work anniversaries at Barry in May.  Katherine has been with the firm for 6 years and Lauren has been with the firm for 4 years.  Happy Anniversary, Katherine and Lauren!  
  • Whitney Holland and Julia Fluegel celebrated their birthdays on May 22nd.  Happy Birthday, Whitney and Julia!