Cutting Through the Noise in Q2
The Barry Investment Advisors Podcast
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...
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Lessons from 50 Years of Changing Markets
The Barry Investment Advisors Podcast
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...
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Market Update - April 2025
The Barry Investment Advisors Podcast
Market Update - April 2025
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Market Update - March 2025
The Barry Investment Advisors Podcast
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.
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Year-End Podcast
The Barry Investment Advisors Podcast
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.
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Market Update - December 2024
The Barry Investment Advisors Podcast
Market Update - December 2024
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Market Update - August 2024
The Barry Investment Advisors Podcast
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Heirs Finally Get an Answer from IRS About Money in Inherited Retirement Accounts
The Barry Investment Advisors Podcast
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.
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Market Update - May 2024
The Barry Investment Advisors Podcast
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Market Update - March 2024
The Barry Investment Advisors Podcast
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 for a complete list of items that you may need to consider for year-end.
info_outlineOn 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.