The Barry Investment Advisors Podcast

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.