Podcast
Market Update
On this episode of the Barry Broadcast, Joe discusses his experience weathering 50 years of turbulent markets
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Article
Cutting Through the Noise: Second Quarter Market Update
his quarter’s headlines, from conflict in the Middle East to President Trump’s ongoing trade war, sparked significant market turbulence. Between February and April, the S&P 500 came dangerously close to a bear market (falling ~18%) before rebounding at one of the fastest clips in history, reaching new all-time highs by late June. Retail investors returned in record volume, and meme stocks and unprofitable tech names went from being cut in half to partying like it’s the speculative mania of 2021 all over again.
Article
What Does Money Mean to You? How Your Values Shape Your Financial Plan
When you sit down with a holistic financial planner, one of the first questions might catch you off guard:
“What does money mean to you?”
It’s not just about spreadsheets or stock picks. It’s about your story.
As with any values-based question, there is no wrong answer. But for many people, this question can feel confusing or even intimidating. If your first thought is, “Money is money,” you’re not alone.
Whitney Holland, CPA, COO & Wealth Advisor
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