In this month’s newsletter, we cover the state of the stock and bond markets
We hope this message finds you and your family doing well and enjoying the start of summer!
As you are well aware, the capital markets have had a difficult start to 2022. Joe Barry recently sat down to share his perspective on how this price action compares to past moments of unrest and what your team is doing to navigate this challenging environment.
Listen to the podcast using the button below, and don't hesitate to reach out if you'd like to discuss any of the topics covered or your personalized wealth management strategy.
There have been several notable asset bubbles during the last 50 years. Most of you will remember the gold bubble of the 70s, the tech bubble around 2000, and the housing market bubble of 2008. From a growth perspective, the price of bitcoin puts these bubbles to shame, up nearly 1,600% in 2021, followed by a 31% decline through May 31, 2022.
Employee Favorites
A Mosquito Repeller for Summer
Summer is just around the corner, and that means mosquito season is approaching as well. This little gadget will keep a bedroom-sized area free of mosquitos for an entire evening. We thought it was a nice item for summer and a potentially better alternative to bug repellent.
“It’s tough making predictions, especially about the future.” - Yogi Berra
The Lighter Side of Investing
Barry Team Happenings
Dan, Kate and Liz attended a golf outing hosted by First Trust where they were able to network with other Financial Advisors while enjoying a day of golf.
Whitney and Kate attended a women's lunch hosted by First Trust where they networked and shared best practices with other female advisors in the area.
Katherine and Lauren celebrated work anniversaries in May. Katherine has been with Barry for eight years and Lauren has been part of the team for six years. Happy Anniversary, Lauren and Katherine!
Julia and Whitney both celebrated their birthday on May 22nd. Happy Birthday, Whitney and Julia!
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).
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