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 focus remains on long-term positioning with global diversification, natural resources, and liquidity for future opportunities.

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 importance of disciplined asset allocation after an unusually strong run in precious metals, explains how Barry plans to manage risk through thoughtful rebalancing in 2026, and highlights tax aware strategies including ETF tax loss harvesting and donor advised gift funds. The episode closes with a timely reminder that strong markets can create powerful opportunities for both prudent planning and meaningful giving as we head into the new year.

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 earnings among gold miners to central banks diversifying away from the U.S. dollar, this episode offers valuable perspective on why gold continues to play a stabilizing role when traditional markets face turbulence.

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 shaping Q3. We also explore how the AI boom and a weakening dollar are reshaping global markets, why commodities are quietly outperforming tech, and what that could mean for investors heading into year-end.

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 at the effects of tariffs, the dip in consumer confidence, and the potential shift in global equity leadership. You'll hear why a weaker dollar, geopolitical fragmentation, and structural inflation could play a major role in shaping investment trends in the months ahead. If you are wondering how these developments might impact your financial plan, or are curious about opportunities in gold, commodities, or international markets, this conversation offers perspective and clarity on the road ahead.   Barry Investment Advisors ("BIA") is an SEC registered investment adviser. The opinions expressed by BIA on this podcast are their own. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.  Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance.

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 of extreme fear - The power of sticking to a diversified investment strategy - Why long-term thinking outweighs short-term market reactions - Historical patterns of recovery after significant crashes His battle-tested perspective offers a refreshing reminder that market turbulence is normal and manageable with the right mindset and strategy.

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 charitable giving options. 

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 items that you may need to consider for year-end.

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 inflation and its implications for the economy. If you would like to explore these topics in more depth or learn how they might impact your wealth strategy, we invite you to connect with us at BarryInvestmentAdvisors.com. To view important disclosures, please click here.

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 how they might impact your wealth strategy, we invite you to connect with us at BarryInvestmentAdvisors.com. To view important disclosures, please click here.

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 hesitate to reach out to our team at BarryInvestmentAdvisors.com To view important disclosures, please click here.

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 your financial future, connect with our team at BarryInvestmentAdvisors.com To view important disclosures, please click here.

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 hesitate to reach out to our team at BarryInvestmentAdvisors.com To view important disclosures, please click here.

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 questions, please don't hesitate to reach out to our team. To view important disclosures, please click here.

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 connect with the team at Barry if you have any questions about the information that is covered.

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.

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 have any questions about the material that's covered.

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 - to name a few. On this podcast, Liz Garvey and Beth Parker discuss the key points to have in mind when navigating this legislation.

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 more.

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 BarryInvestmentAdvisors.com To view important disclosures, please click here.

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 BarryInvestmentAdvisors.com To view important disclosures, please click here.

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 BarryInvestmentAdvisors.com To view important disclosures, please click here.

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 at BarryInvestmentAdvisors.com To view important disclosures, please click here.

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 this month's podcast, we wanted to take a moment and discuss each topic covered in detail. If you haven't yet taken the quiz, visit www.BarryInvestmentAdvisors.com/quiz first and then listen to this episode of the podcast. To view important disclosures, please click here.

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 BarryInvestmentAdvisors.com To view important disclosures, please click here.

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 you have questions or would like help planning for your financial future, connect with our team at BarryInvestmentAdvisors.com To view important disclosures, please click here.

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 financial future, connect with our team at BarryInvestmentAdvisors.com To view important disclosures, please click here.

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, please click here.

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 BarryInvestmentAdvisors.com To view important disclosures, please click here.

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 would like help planning for your financial future, connect with our team at BarryInvestmentAdvisors.com To view important disclosures, please click here.

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 BarryInvestmentAdvisors.com To view important disclosures, please click here.

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 BarryInvestmentAdvisors.com To view important disclosures, please click here.

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 BarryInvestmentAdvisors.com To view important disclosures, please click here.

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 disclosures, please click here.

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 financial future, connect with our team at BarryInvestmentAdvisors.com To view important disclosures, please click here.