In this month’s newsletter, we discuss topics submitted by YOU
We hope this newsletter finds you and your family staying safe and enjoying winter.
For this month’s podcast, we asked clients what they wanted to hear discussed. We got a lot of great ideas, and we covered as many as possible, including GameStop, inflation, mortgage rates, the recent Stimulus Plan as well as emerging trends in the markets.
As always, please reach out if you have any questions about the information covered.
This chart shows the risk classifications for the three big rating agencies: Moody’s, S&P, and Fitch. As you can see, there are many different ways to classify the risk associated with a specific corporate bond.
Most important for investors is the distinction between investment-grade and non-investment grade (also known as high-yield or junk bonds).
Employee Favorites
An Extra Hour of Sunlight!
Daylight Savings Time will start Sunday, March 13th. Don’t forget to turn your clocks forward 1 hour, and we hope you enjoy the extra hour of sunlight at the end of your day!
Words of Wisdom
“Buy when everyone else is selling and hold until everyone else is buying. That's not just a catchy slogan. It's the very essence of successful investing”
- J. Paul Getty
The Lighter Side of Investing
Barry Team Happenings
Tyler Craig celebrated a birthday on February 19th. Happy Birthday, Tyler!
Our very own Pat Barry co-wrote a chapter of a book that was published this month. Click here to read more about it!
Several members of our team met with Jackie Wilke from First Trust to hear more about the unique needs of women investors. We look forward to sharing these insights in the near future!
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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