The Barry Investment Advisors Podcast

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.