In this month’s newsletter, we discuss Tuesday’s election, the risk of inflation, and many more topics
We hope this newsletter finds you and your family staying safe and enjoying fall.
With the U.S. election just four days away, Joe Barry sat down to discuss how the election may, or may not, impact the economy, equity prices, and taxes. The historical data that he referenced on the podcast can be found here.
We know that these are uncertain times for you and your family. The team at Barry remains committed as ever to your financial well-being, and we are here if you’d like to connect during the coming days.
Wealth distribution in the United States has been a hot topic in recent years. This charts shows the net worth percentiles of the United States in 2017 (blue) and 2020 (orange) adjusted for inflation, as reported by the Federal Reserve bank.
Employee Favorites
Ring
As Ring says, “A lot happens at your front door.” This innovative company makes smart video doorbells that let you detect when people visit your home, notifies you when they do, and even lets you speak to visitors in real time. It’s an interesting piece of technology that we are likely to see on more and more homes in the future.
This month we share a quote that was shared with us by Hussman Funds. It comes from Graham and Dodd during the depths of the Great Depression…
“The notion that the desirability of a common stock was entirely independent of its price seems incredibly absurd. Yet the new era thinking led directly to this thesis. An alluring corollary of this principle was that making money in the stock market was now the easiest thing in the world. It was only necessary to buy good stocks regardless of price, and then to let nature take her upward course. The results of such a doctrine could not fail to be tragic."
- Graham and Dodd
The Lighter Side of Investing
Barry Team Happenings
The Barry Team was busy this month!
Dan Pinheiro had a big month of celebrations! He celebrated his birthday on October 7th and recently found out that he passed the Certified Financial Planner (CFP®) exam. Congratulations, Dan!
Kate and Pat attended a virtual thought leadership conference hosted by Advisor Perspectives where they discussed industry best practices.
Kate, Pat, Tyler and Dan attended a the virtual Vanguard Advisor Symposium where they heard from various leaders in the industry on the current economy and markets.
Whitney and Lauren attended a virtual conference, learning about various features and enhancements of our reporting software, Black Diamond.
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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