logo.jpg

Barry E-Mag

October 2018

new_avatar.jpg

It’s almost October, and that means it’s time for our second monthly newsletter. We heard great feedback from our September newsletter, and welcome your thoughts, comments, and suggestions.


In this month’s Barry Broadcast, Whitney Holland and Kate Alves sit down to discuss financial planning and the technology we use to support our clients on their financial journey. Click the button below to listen to the podcast and as always, please reach out to the Barry team if you have any questions.

Best of the Blog
column_1-mkts.jpg
Think You Understand The Markets?
How much do you know about the stock and bond market? This 14-question quiz is a good starting...
column_2-benz.jpg
Surviving The Auto Revolution
We've heard a lot about self-driving cars over the last several years. For the first time, it feels...
column_1-office.jpg
The Future of Office Space
From a renovated shipyard in Brooklyn, WeWork is on a mission to fundamentally change how people...
Chart of the Month
chart-2.jpg
Non-commercial traders are now 656,136 contracts net short U.S. 10-year Treasury Note futures and options. This indicates a historic level of bets that interest rates will go up causing bond prices to go down. This is known as a crowded trade. Not surprisingly the opposite outcome may occur. Chart courtesy of David A. Rosenberg.
Wealth Management Software
player-sw.jpg
Every Barry client has access to wealth management software, which 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. Please reach out to the Barry team if you have questions, or would like to get started.
The Lighter Side Of Investing
ctoon-1.jpg
Autonomous vehicle technology will provide opportunities for investors, but may change our perspective on “back seat driving”.
avatar-4.jpg
Team Highlight: Lauren E. Lennahan

I am originally from Southern Maine and lived there until I went to college at Salve Regina in Newport, Rhode Island. I started working in the financial...

Barry Investment Advisors
128 Union Street Suite 507
New Bedford MA 02740
(888) 992-8601 | (508) 992-4700

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. To see our full disclosure, please click here.