Barry E-Mag

October 2018


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
Think You Understand The Markets?
How much do you know about the stock and bond market? This 14-question quiz is a good starting...
Surviving The Auto Revolution
We've heard a lot about self-driving cars over the last several years. For the first time, it feels...
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
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
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
Autonomous vehicle technology will provide opportunities for investors, but may change our perspective on “back seat driving”.
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...

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