In this month’s newsletter, we share a new initiative at Barry Investment Advisors
At Barry Investment Advisors, we’ve always believed that education and financial empowerment are the building blocks of financial independence. That's why during our review meetings with you, we work to explain not just what steps we have taken, but the why behind those steps.
With this belief at heart, we’ve been working on a new initiative over the last several months that is specifically designed for women. This initiative, called HER MoneyMatters, is a platform for providing Help, Education, and Resources that are specifically designed for the needs of women investors. Just as important, it will be a community where women can connect, learn, and share with other like-minded investors.
How you can be a part of it:
Visit out our new HER MoneyMatters page, which explains what HER MoneyMatters is and who we built it for.
Explore our new HER MoneyMatters blog, which features articles, resources, and insights specifically for women investors.
Look for an invitation to our first HER MoneyMatters event, which will be held in early summer of this year!
We are excited to announce this initiative and look forward to seeing you at a future event. As always, please reach out to your team at Barry if you have any questions or if you would like more information.
Best Regards, The Barry Team
Best of the Blog
Is Cryptocurrency the New Subprime Mortgage?
One of the key drivers of the subprime mortage crisis in the early 2000s was that after a while,...
Meme stocks (stocks that have gone viral online, drawing the attention of retail investors) gained notoriety during the early days of the pandemic, when stimulus checks were flowing and many people had time at home to watch the market and trade stocks. This chart does a nice job of tracking the life cycle of a meme stock which, as we know, typically ends in a profit-taking phase where many buyers could get burned.
Employee Favorites
Joe’s Favorite Golf App
Golfshot is an app for smart watches that tracks every shot you make on the golf course and allows you to see real-time distances to the green on over 45,000 courses. It’s a great app for collecting and visualizing data around your golf game, and it could be fun to try out during your next outing.
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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