The Barry Investment Advisors Podcast

In our fourth podcast during the COVID-19 pandemic, Joe Barry, Pat Barry, Kate Alves, and Dan Pinheiro discussed questions that we've recently gotten from clients. In particular, they discuss the impact of stimulus from the Federal Reserve and U.S. Federal government, and what sectors may benefit from shifts in consumer spending habits.   As always, please reach out to your team at Barry if you ha...

On March 23rd, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. This bill was massive in size and scope: at $2 trillion in economic stimulus, loan guarantees, and direct payments, the bill amounts to roughly 9% of 2019 U.S. GDP.   Specifically, this bill brought about recovery rebates, changes to retirement distribution rules,  and support for small businesses -...

The SECURE Act recently passed into law and affects almost everyone. On this Barry Broadcast, we discuss the important changes: Required Minimum Distributions (RMD) age has increased to age 72; removal of the age limit restricting IRA contributions; eliminating the ability to stretch tax advantages of inherited IRA's; allowing 529 plan distributions to pay off student debt, up to $10k; and so much...

On this month's podcast, Kate Rowe and Liz Garvey sat down with Stuart Millard, CERTIFIED FINANCIAL PLANNER™ and founder of Senior Insurance Solutions, to discuss Medicare considerations for those over age 65.

Investment markets continued lower this week, as fear around Coronavirus weighed on equity prices. Interest rates are likely to stay low for the foreseeable future so, as we mentioned last week, dividend-paying stocks will continue to be a key asset in the weeks and months ahead. If you have questions about what's covered or would like to discuss your portfolio, connect with our team at BarryInves...

Markets closed sharply lower yesterday, with the Dow Jones Industrial Average off 9.99%, gold down 4.04%, and oil down 6.03%. Joe Barry, Pat Barry, and Kate Alves sat down to discuss yesterday's selloff, how it compares to past corrections, and where things may be headed next. If you have questions about what's covered or would like to discuss your portfolio, connect with our team at BarryInvestme...

This week, tension about the Coronavirus (COVID-19) pushed global markets sharply lower. Specifically, investors are concerned about how preventative measures against the virus (like city-wide quarantines) are impacting the flow of parts to factories and goods to stores. If you have questions about what's covered or would like to discuss your portfolio, connect with our team at BarryInvestmentAdvi...

On this month's podcast, founder Joseph Barry, CFA® discusses why 2019 was an unusually favorable year for investors—and why things will likely be a bit different in 2020. Tune in to learn why Joe anticipates updated expectations for private equity investments and a more volatile bond market in 2020. If you have questions or would like help planning for your financial future, connect with our team...

The Investing Emotion Cycle tracks the investing public's temperament towards an asset, idea, or belief. It flows from the lowest popularity (price bottom) to the greatest acceptance (price top). Determining where we stand today within this cycle can help you make better investment decisions. Over the last several weeks, we've been using our Investor Emotion Cycle quiz during client meetings. On t...

In this podcast that originally aired in July of 2019, Liz Garvey, CFP®, and Kate Alves, CFP®, sit down to discuss the difference between TSA Precheck and Global Entry. Additionally, they discuss who each one is designed for, the costs involved, and tips for going through the process. If you have questions or would like help planning for your financial future, connect with our team at BarryInvestm...

In this podcast that originally aired in February of 2019, Sean Corkery, CFA, sat down with Justin Neria, Chief Technology Officer at Barry Investment Advisors, to discuss the Consumer Electronics Show (CES). This annual event is a venue for companies to provide a look at their most cutting edge and innovative consumer products, and we discuss technology that made a splash at this year's event. If...

Winston Churchill famously said, "We make a living by what we get, we make a life by what we give." In this podcast that originally aired in December of 2018, Pat Barry sat down with Liz Garvey, CFP®, and John Vasconcellos, President of the Community Foundation of Southeastern Massachusetts, to discuss the basics of strategic philanthropy. If you have questions or would like help planning for your...

On this month's podcast, Kate Rowe, CFP® and Liz Garvey, CFP® discuss the necessary steps toward financial independence. Tune in to hear their insights and perspective on budgeting, paying down debt, and optimizing employee benefits. If you have questions or would like help planning for your financial future, connect with our team at  BarryInvestmentAdvisors.com To view important disclosures, plea...

On this month's broadcast, Liz Garvey and Kate Rowe sit down with Luanne Lee, the founder of Your College Planning Coach. With school starting in most corners of the country, we discuss the essential items that all parents should keep in mind during the college planning process. If you have questions or would like help planning for your financial future, connect with our team at BarryInvestmentAdv...

Chinese trade talks were again a theme this week, driving the instability and volatility that has been commonplace during the last several months. Adding to this unrest, was a move by the FED to lower rates at the July 31st FOMC meeting. On this week's market update, Joe and Pat Barry share their perspectives on these challenging markets and where opportunities may exist. If you have questions or...

On this month's podcast, Sean Corkery, Kate Rowe, and Liz Garvey discuss retirement readiness. Are you financially ready to retire? Are you emotionally ready to retire? And how will you spend your newly found free time? Listen to our insights on each of these questions by clicking the link below. If you have questions or would like help planning for your financial future, connect with our team at...

In this podcast, Sean Corkery shares key takeaways from the Federal Reserve's June meeting and discusses how future rates cuts may impact equity markets. As always, if you have any questions about the information covered, please reach out to your team at Barry Investment Advisors. If you have questions or would like help planning for your financial future, connect with our team at BarryInvestmentA...

Pat Barry recently had the privilege to sit down and interview the legendary investor Joel Greenblatt. On this month's podcast, Sean Corkery and Pat discuss this recent conversation and provide key takeaways that can help value investors navigate today's challenging markets. If you have questions or would like help planning for your financial future, connect with our team at BarryInvestmentAdvisor...

The ongoing trade war with China has dominated headlines during the last year. In this month's podcast, we take a step back and explore the tariffs that are central to the conflict and what they might mean for US equity markets moving forward. If you have questions or would like help planning for your financial future, connect with our team at BarryInvestmentAdvisors.com To view important disclosu...

In this month's podcast, Sean Corkery sat down with Joe Barry, Pat Barry, and Kate Alves to discuss the trends we saw in 2018 and what our expectations are for 2019. Additionally, we reflect on how today's price action compares to past moments of market unrest and share the "golden rules" of value investing that guide our approach. If you have questions or would like help planning for your financi...