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Barry E-Mag

November 2018

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October was a difficult month for investors, with the S&P 500 down sharply and now trading slightly negative in the 2018 fiscal year. A change from recent market action, October’s sell-off was the largest month-over-month decline since August of 2011. Understandably, many clients are concerned with the direction that markets are heading and what might be coming next.

 

Regardless of what the market brings, your team at Barry is here to support your financial goals, both short and long-term. We hope that the resources and insights you find in this month’s E-Mag are part of that process, but we always welcome calls, questions, and emails about your specific situation.

 

Please click on the link below to listen to a podcast recorded by Joe in response to the market shift on October 11th. 

Best of the Blog
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Ghost of Markets Past

Many things in the market today remind us of what we saw in 1972. Back then, the stock market was...

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Wheel of Investor Emotion

If you have ever been tempted to sell stocks when the market goes down, or find yourself losing...

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Paying Down Debt Versus Saving Money

If you have excess funds left after paying bills each month, you may be wondering if you should be...

Chart of the Month
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Throughout our investment lives, we will face moments of opportunity and risk. It’s counter-intuitive, but the point of maximum risk is many times accompanied by feelings of market optimism, thrill, and euphoria. On the end of the spectrum, opportunity is typically associated with feelings of fear, panic, and despondency. What do you feel when looking at today’s markets?

 

Click the chart above to read the full article from Russel Investments.

Year-End Planning Podcast
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With just two months left before the end of 2018, we wanted to take a moment to discuss some of the year-end planning items that can begin now. On this podcast, we discuss retirement contributions, gifting guidelines, and strategies for charitable giving. Listen to the full Barry Broadcast by clicking the button above and reach out to the team at Barry if you have any questions.

The Lighter Side Of Investing
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Are you playing the short game, or the long game? While short-term strategies may seem attractive, history shows that long-term investment strategies reward the patient investor.

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Team Highlight: Sharon Elston

I grew up in upstate New York, but my father was in the Navy, so myself and my five brothers were able to experience living in a number of places including Hawaii, Maine, and South Carolina. I graduated from Georgetown University...

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