For this month’s newsletter, we are excited to share our first installment of MoneyClips. This video series will feature various members of your Barry team discussing important financial planning topics and news that is driving the markets.


On this edition of MoneyClips, Kate Rowe and Liz Garvey travel to the Newport Car Museum in Portsmouth, Rhode Island to share the pros and cons of leasing or buying car.


Click the link below to view the video and, as always, reach out to your team at Barry if you have any questions.

Best Regards,
The Barry Team
Best of the Blog
A Look Back At The Bond Market's Bull Run

When Jim Grant began his career with Barron's, the year was 1975 and 10 year Treasury notes were ...

US Sovereign Debt And The Role Of Gold
Since 2013, the US debt to GDP ratio has hovered around 100%. In more simple English, this means ...
Looking Long-term: What A Trade War Means For China

For the last several months, the trade war with China has been a major focus for U.S. equity markets...

Chart of the Month

“The chart of corporate debt-to-GDP this cycle looks a lot like the mortgage debt-to-GDP ratio of a decade ago. The ratio now has risen to a record high of nearly 50%, and peaks in this metric, like so many other measures listed above, lead peaks in the economic cycles. Look at how close the ‘recession bands’ are to the peaks in the corporate debt ratio.


While many focus on the high yield market, it actually is now exceeded in size by the leveraged loan market, which is in a bubble of its own. And it is the junky nature of today’s investment grade market that really has me unnerved. This is now a $6 trillion market, but half of it is rated BBB or worse — the lowest quality segment before hitting junk. The BBB space has expanded from $600 billion a decade ago to over $3 trillion now. The median debt-to-EBITDA ratio has jumped from 1.9x a decade ago to 3.2x presently, so debt ratios have soared no matter the measure.”


- David A. Rosenberg in “Breakfast With Dave”, January 28th, 2019

The Lighter Side Of Investing

A time machine would make our work a lot easier, but by analyzing historical data and layering on expectations for future economic we can develop a best guess for what might happen next.

Team Highlight: Whitney Holland, CPA

I am originally from Wisconsin (Go Packers!) and moved to New England in 2001. After receiving my Masters in Accounting from Trinity University in San Antonio, TX, I joined Arthur Andersen as a staff auditor ...

Barry Investment Advisors
128 Union Street Suite 507
New Bedford MA 02740
(888) 992-8601 | (508) 992-4700

Barry Investment Advisors (“BIA”) is an SEC registered investment adviser with its principal place of business in the Commonwealth of Massachusetts. BIA and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which BIA maintains clients. BIA may only transact business in those states is which it is registered/notice filed or qualifies for an exemption or exclusion from registration/notice filing requirements. Any subsequent, direct communication by BIA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of BIA, please contact BIA or refer to the Investment Advisor Public Disclosure web site (

Investments involve risk and are not guaranteed. This web site and any information contained on the web site are not intended to provide investment, tax, or legal advice.

To see our full disclosure, please click here.