In this month’s newsletter, we discuss rising interest rates, the current state of the market and details on our upcoming webinar
We hope you and your family are enjoying the beginning of fall! We are excited to announce that our team recently recorded a video that includes members of our team speaking about why they love what they do. Please click on the link below to watch the video. Enjoy!
This summer was the "Summer of 75" ... or 0.75% rate increases from the Federal Reserve. This charts compares recent rate hikes to history, showing how this cycle is much more rapid than any in recent memory. We'll be monitoring the pace and magnitude of rate hikes in the coming months.
Employee Favorites
A Historical Hamper
With the holiday season approaching, we wanted to share our favorite hamper from Fortnum & Mason. They ship these all over the world, so they might make a great and meaningful gift for someone in your life, regardless of where they call home!
“You make the most of your money in a bear market; you just don't realize it at the time.” - Shelby Davis (Value Investor)
The Lighter Side of Investing
Barry Team Happenings
Katherine and her husband, Jeff, were finally able to take their honeymoon, which was postponed by two years due to Covid. They spent five days in The Cotswolds and five days in London and were actually touring Buckingham Palace on the morning that the Queen passed away. After the tour, Katherine was able to get a picture (see above) of the rainbow that appeared over the palace that day.
Barry Investment Advisors was a sponsor at the 18th Annual Summer's Last Blast , hosted by the SouthCoast Community Foundation. Joe and Dan attended the event and enjoyed fantastic food, wine and company.
Whitney and her sister participated in their 15th National Multiple Sclerosis Challenge Walk. They raised nearly $5,000 to be used towards MS research and walked 50 miles in three days through Cape Cod in support of those living with this disease.
Dan Pinheiro recently completed the requirements for the Yale School of Management's Wealth Theory & Practice Certificate. The program focuses on intermediate to advanced financial planning strategies that help clients build, protect and distribute their wealth. Completion of the program allows candidates to sit for the Certified Private Wealth Advisor® (CPWA) certification.
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.
