The Barry Investment Advisors Podcast

Joe Barry, founder of Barry Investment Advisors, explains that markets may appear calm at a glance, but the quarter has been volatile beneath the surface due to geopolitical tensions and rising uncertainty. In response, portfolios have shifted more defensively with increased cash and reduced exposure to longer-term bonds amid persistent inflation and higher rates. Despite short-term swings, the fo...

As 2025 comes to a close, Joe Barry reflects on a remarkable year across global markets. From U.S. equities finishing near all time highs to standout performance in gold, natural resources, and international markets, this update explores how leadership may be shifting away from an increasingly expensive U.S. market toward more attractively valued opportunities abroad. Joe also walks through the im...

In this brief market update, Barry Investment Advisors' founder, Joseph Barry, discusses recent movements in the gold market and why the metal remains an essential part of a diversified portfolio. While gold prices have surged alongside other assets this year, Joe explains how profit-taking and short-term volatility can emerge even when the long-term fundamentals remain strong. From record earning...

Sometimes investing feels like detective work. In this quarter's market update, Barry Investment Advisors' Tyler Craig, CFA, follows the breadcrumbs across growth, inflation, and innovation to uncover what's really driving the markets. From a resilient consumer and shifting inflation pressures to the Federal Reserve's delicate balancing act, this episode breaks down the competing narratives shapin...

In this episode, Barry Investment Advisors' Tyler Craig, CFA unpacks the surprising strength in markets despite rising global tensions, persistent inflationary pressures, and ongoing political uncertainty. From meme stock surges to record-breaking performance in gold mining stocks, we explore what's fueling the latest rally and question whether it rests on solid ground. We also take a closer look...

Ever wondered how successful investors stay calm during volatile markets? Joe Barry, founder of Barry Investment Advisors, pulls back the curtain on surviving five decades of financial storms, from the 1970s oil crisis to the COVID-19 panic. Drawing from his extensive experience weathering major market downturns, Barry shares critical insights on: - Maintaining emotional discipline during periods...

Market Update - April 2025

Discover why the recent market downturn goes deeper than just tech stocks taking a hit. In this insightful episode, Joe from Barry Investment Advisors breaks down two critical factors shaping today's market landscape: the ripple effects of federal spending cuts and the deflating AI bubble.

A Year-End Financial Checkup with Liz Garvey and Beth Parker   We're excited to share the latest episode of the Barry Broadcast podcast, featuring a discussion with financial planners Liz Garvey and Beth Parker.   In this insightful episode, Liz and Beth provide a detailed year-end financial checkup, covering crucial topics such as retirement contribution limits, gifting opportunities, and charita...

Market Update - December 2024

On this episode of the Barry Broadcast, Kate Alves, Beth Parker and Whitney Holland sit down to discuss the IRS's new rules regarding inherited IRAs.  Originally, in 2019 a new retirement law stated the funds had to be withdrawn within 10 years.  The IRS has now clarified when the funds must be distributed depending on your circumstances. 

On this episode of the Barry Broadcast, Liz Garvey and Beth Parker discuss essential items to consider before the end of the year, including... How to maximize contributions to your retirement accounts How to determine if a Roth conversion makes sense in 2023 Ways to maximize financial gifts or charitable giving before the end of the year Additionally, please  click here for a complete list of ite...

On this edition of Barry Investment Insights, Joe Barry delves into the current market scenario, highlighting three key points of concern for investors: The unprecedented surge in interest rates and its ripple effect on stocks and bonds; Challenges faced by the real estate sector, both residential and commercial, due to these high rates; and The balancing act of the Federal Reserve in combating in...

On this episode of the Barry Broadcast, Joe Barry outlines his views on three important trends shaping today's markets. In addition to discussing the rapid rise in AI-related stocks, Joe explains how high interest rates are impacting fixed-income portfolios and the ways in which the growth in ETF offerings has benefited investors. If you would like to explore these topics in more depth or learn ho...

Good Afternoon, In this edition of the Barry Broadcast, Joe Barry discusses the current state of the markets. Listen to the broadcast to hear: The impact that the recent collapse of the Silicon Valley Bank has had on the market The impact that current interest rates and dividends are having on your portfolio at Barry  The role of gold in your portfolios If you have any questions, please don't hesi...

On this episode of the Barry Broadcast, Liz Garvey and Beth Parker discuss essential items to consider before the end of the year, including: How to maximize contributions to your retirement accounts, how to determine if a Roth conversion makes sense in 2022, and ways to maximize financial gifts or charitable giving before the end of the year. If you have questions or would like help planning for...

In this edition of the Barry Broadcast, Joe Barry discusses the state of the global capital markets as we move through 2022. Tune in to hear our perspective on how recent price action compares to past moments of market unrest, what this selling pressure means for market leadership, and how the team at Barry is navigating this challenging market environment. If you have any questions, please don't...

On this episode of the Barry Broadcast, Liz Garvey and Beth Parker discuss essential items to consider before the end of the year. Specifically, they cover how to maximize contributions to retirement accounts or determine if a Roth conversion makes sense for you. Lastly, they review philanthropic strategies and share strategies to help you give efficiently before the end of 2021. If you have any q...

On this month's podcast, Liz Garvey and Beth Parker discuss the American Rescue Plan Act of 2021. This $1.9 trillion bill provides direct payments to many Americans and has several key provisions which could impact your financial plan. As always, we invite you to connect with the team at Barry if you have any questions about the information that is covered.

In this month's podcast, Joe Barry sits down to discuss the financial markets in 2020, a year that was unlike any other. Specifically, he covers the financial and economic "firsts" that we saw this year: the expanded use of negative interest rates, frantic buying of electric vehicle stocks, and never-before-seen participation in the options market, to name a few things. As always, we invite you to...

On this episode of the Barry Broadcast, Liz Garvey and Beth Parker discuss essential items to consider before the end of the year, including Roth IRA conversions, RMD planning, and charitable giving.

In this podcast published on October 28th, 2020, Joe Barry sat down to discuss how the election may, or may not, impact the economy, equity prices, and taxes. The historical data that he referenced on the podcast can be found by visiting: barryinvestmentadvisors.com/blog/election-2020

On this edition of the Barry Broadcast, Liz Garvey and Beth Parker sat down with Donna McKeown, Senior Loan Officer at Mortgage Network, to discuss the topic of refinancing. With mortgage rates at historic lows, now may be the right time to reduce your monthly payments or optimize the terms of your loan.