Don’t Get Overwhelmed by Financial Worry

The list of financial concerns people face today can be overwhelming.

By: Sheryl Sowell | Category: Professional Services | Issue: August 2009

Beverly Barry, LPL registered principal, and office ­manager Kristi Alexander provide the highest levels of integrity and service at Barry Investment Services.

Investments, taxes, insurance estate planning – the list of financial concerns people face today can be overwhelming. And with more options available than ever before, it’s difficult to know which ones may be right for you. Luckily, help for financial worries can be found in Tulsa at Barry Investment Services. Beverly Barry, financial advisor with LPL Financial, will use her years of training and experience to assist you in sorting through and choosing the investments that are most appropriate for your needs.

“Whether it’s planning for a secure retirement or developing a strategy to pay for your child’s college education, I employ a thorough and disciplined approach to investing,” says Beverly. “You’ll benefit from top-quality investment choices combined with professional guidance and objective advice.”

The current market climate has never been more challenging than it is today. “The longer I’m in this business, the more I am convinced that change is the only constant. I realize that market ups and downs can be extreme and unpredictable, and that volatility can play havoc on your nerves,” says Beverly. “In times like these I remind my clients to expect the unexpected and try not to let emotion derail their long-term investment plans. One of the most common temptations is to lose patience and sell as soon as prices drop.”

Now could be the perfect time to re-evaluate your portfolio and get back to the basics. “I don’t have a crystal ball, but I often take solace in history – over the long haul, the U.S. stock market has risen more than it has declined, reflecting the fact that the economy and business activity have expanded and overcome periodic downturns,” says Beverly.

It is virtually impossible to time the market. Successful investing is about time in the market, not timing it, and there’s no time like the present to invest. In fact, there are a number of strategies to consider during prolonged periods of market volatility.

One strategy is dollar-cost averaging – perhaps the most time-tested way to invest – in which you invest regularly in up and down markets. This means you buy more shares when the price is low and fewer shares when the price is high. Another strategy is careful research. Not all stocks are down; you just have to look harder for those that are prospering. A third strategy is diversification: If your portfolio is down more than average, perhaps you’re over-concentrated in a particular sector of the market, which can increase overall risk.  

Beverly offers a few words of advice for getting back to the basics with your portfolio. First of all, don’t panic. Assess your situation to find out what isn’t working. Have your original investment goals or objectives changed? Do you have a well-balanced portfolio? If not, where is the under- or over- exposure? At Barry Investment Services, Beverly is available to discuss your portfolio concerns at your convenience, with no obligation and no cost.

“I remain committed to this profession because I love what I do,” says Beverly. “My association with LPL Financial allows me to assist clients in meeting their financial goals through any market cycle.”

Beverly Barry looks forward to helping you develop and stick to a well thought-out financial plan. Her clients are offered a variety of financial services, including retirement planning, investment portfolio analysis, managed asset plans, estate planning, mutual funds, and variable and fixed annuities. Call (918) 747-2666 today for your free, no-obligation consultation.

For more information, contact

Barry Investment ­Services

4815 S. Harvard, Ste. 205
Tulsa, OK 74135
(918) 747-2666

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About Author Sheryl Sowell

Sheryl Sowell was born and raised in Tulsa, OK. She graduated from Will Rogers High School and received her Bachelor of Arts in English from Northeastern State University in 2007. She has worked for Value News as editor, writer and advertising copywriter since 2008. She enjoys meeting and interviewing people for Value News articles, learning about their backgrounds, and helping to promote their businesses and local events. In her free time, she enjoys reading, trying new recipes and crafts from Pinterest, attending concerts and sporting events, and spending time with family and friends. Sheryl lives in Tulsa with her fiancé Paul, their daughter Scarlett, and their two dogs, Gunner and Boo.

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