In this month’s newsletter, we cover AI, real estate, and the price of eggs
We hope this message finds you well and enjoying the start of spring! In this newsletter we cover egg prices, the growing role of AI, and the attractiveness of U.S. investment.
As always, we invite you to connect with our team should you have any questions about the ideas shared.
Best Regards, The Barry Team
Best of the Blog
Is the U.S. falling out of favor with investors?
In recent years, the U.S. has rolled out several national security measures which have included ...
The Urner Barry Egg Index tracks the price of eggs in the United States. As you can see, prices spiked dramatically toward the end of 2022/early 2023, but have since subsided, with prices now back at relatively normal levels. We’ll be watching data like this closely as we continue to monitor inflation.
Employee Highlight
Julia Fluegel
Julia started with the firm as an intern in July of 2019, assisting the financial planning team with various projects. She then joined the firm full time in 2020 and soon after, obtained her paraplanner license in an effort to continue to strengthen her knowledge and skills pertaining to financial planning matters. Most recently, many of you probably worked with Julia, as she manages the deliverables during tax season, providing supporting documentation to our clients as well as the accountants who we work with. Julia is willing to take on any project she is asked to assist with, contributing her ideas and technology expertise to not only the financial planning group, but also to the firm's marketing initiatives. Julia's calming presence and willingness to help is appreciated by all who work with her. Thanks for all that you do, Julia!
Investing Wisdom
“AI is gaining intelligence, but it is only when accompanied by human wisdom that it can lead to true progress.” - Written by an AI Chat Bot
The Lighter Side of Investing
Barry Team Happenings
Kate, Beth and Liz attended the Holistiplan Tax Planning Summit, where they discussed the added value of various tax planning strategies.
Liz Garvey celebrated her 13th Anniversary with Barry Investment Advisors in April. Happy Anniversary, Liz!!
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.