Barry E-Mag - January 2025

Lauren Lennahan |
We hope you had a wonderful holiday season as we look ahead to a Happy New Year!
 
Below you will find an informative market update from the firm’s Portfolio Manager/Research Analyst,
Tyler C. Craig, CFA.
 
Please click the link below to listen to Tyler's market update.
 
 
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

Corporate executives and insiders sold their stock at a record pace in 2024. When insiders buy, it signals confidence in their stock's potential. However, when they sell, it may suggest they believe the stock price is unlikely to rise in the near future


INVESTING WISDOM

“The ‘new era’ commencing in 1927 involved at bottom the abandonment of the analytical approach; and while emphasis was still seemingly placed on facts and figures, these were manipulated by a sort of pseudo-analysis to support the delusions of the period. The ‘new-era’ doctrine – that ‘good’ stocks (or ‘blue chips’) were sound investments regardless of how high the price paid for them – was at bottom only a means for rationalizing under the title of ‘investment’ the well-nigh universal capitulation to the gambling fever.” 

- Benjamin Graham & David L. Dodd, Security Analysis, 1934


EMPLOYEE HAPPENINGS

The team had a fantastic evening celebrating the holidays in Providence.

 


Barry Investment Advisors
128 Union St. | Suite 507 | New Bedford, MA | 02740
W: 888.992.8601 | F: 508.992.4700
www.barryinvestmentadvisors.com

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