In this month’s newsletter, we discuss financial planning and the pace of equity fund inflows
We hope you and your family had a wonderful summer. It is hard to believe the the season is nearing an end and kids are going back to school! As always, the summer seems to have flown by in New England.
This month, we wanted to highlight a service that is available to all of our clients. Our wealth management system serves as a central location for your entire financial life. By linking your investment accounts and liabilities into this platform, you can see how your financial plan is progressing every time you login. On top of tracking progress, this platform provides a secure vault for every document that makes up your financial life: account logins, wills, corporate documents, and contractual agreements.
Below you will find a video that explains this system and how we can work with you to simplify your approach to financial well-being.
Please contact us for more information on the wealth management system and how it can benefit you.
This chart shows the net flows into (and out of) global equity funds since 2008. As you can see, 2021 has seen unprecedented inflows, with $852 billion flowing into global funds during the previous 41 weeks.
What does this mean for investors? This chart helps to explain the trajectory of global markets since the COVID-19 sell-off in March of 2020. When these inflows slow down and return to more normal levels, it is likely to take some buying pressure out of the market. As always, we’ll be following this closely in the weeks and months ahead.
Employee Favorites
A packing solution for your next trip
Packing cubes from ebags are a great way to get organized for your next trip. Various members of the team have used these while traveling this summer and loved them. They can help you to compress and organize everything in the suitcase, resulting in the ability to pack more and keep your clothes neatly folded during the journey!
"People are always asking me where the outlook is good, but that’s the wrong question. The right question is, ‘Where is the outlook most miserable?’"
-Sir John Templeton
The Lighter Side of Investing
Reprinted with permission of CartoonStock
Barry Team Happenings
Dan attended a dinner in Providence hosted by the Chartered Financial Analyst (CFA) Board where he was able to socialize and network with other CFAs in the area.
Whitney participated in a round table discussion hosted by Vanguard where she was able to discuss best business practices with other Registered Investment Advisory Firms.
Kate and Liz participated in the 2021 Nemasket Group Golf Tournament. The Nemasket Group offers personalized, flexible support to families and individuals with disabilities to live, work and develop relationships within our communities. For more information on the Nemasket Group, click here.
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.
