E-Magazine November 2024
We hope you and your family are looking forward to the upcoming holiday season! Below, you'll find links to our latest blogs that provide valuable insights and important cybersecurity tips. The team also had a busy month, including attending Fidelity's Inside Track and ComplyConnect 2024.
If you have inquiries about the investment markets or your tailored wealth management strategy, please don’t hesitate to reach out to us!
Best regards,
The Barry Team
BEST OF THE BLOG
CHART OF THE MONTH
This chart highlights that the world is becoming more divided into three main groups based on their political and economic systems: defenders of Western democracy (U.S. and Europe), opponents (China and Russia), and non-aligned nations (like India and Brazil). These divisions create varying levels of risk for global trade and investments, with countries more aligned with Western democracies generally being lower risk for cross-border exposures, while those opposing present higher risks. Investors should consider these dynamics when building global portfolios, focusing on diversifying across regions with varying risk levels and monitoring changes in global trade policies.
INVESTING WISDOM
"What we learn from history is that people don't learn from history."
-Warren Buffet
EMPLOYEE HAPPENINGS
Kate Alves celebrated her birthday on the 28th with a beautiful trip to the Cape with her husband, Luiz.
Happy Birthday, Kate!
Kate Alves & Whitney Holland attended the ComplyConnect 2024 conference in Austin, TX. Here they were able to learn about the recent SEC compliance updates that the firm must adhere to.
Beth Parker, Whitney Holland and Kate Alves attended Fidelity’s Inside Track in Boston earlier this month. They enjoyed the opportunity to network with their peers as well as hear more about the latest practice management trends, portfolio and investment insights and more.
The kids of Barry all had a wonderful night of Trick or Treating on Halloween this year! They couldn't be cuter!
Barry Investment Advisors
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W: 888.992.8601 | F: 508.992.4700
https://www.barryinvestmentadvisors.com/
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