Barry E-Mag May 2025
May has arrived, and with it, the full bloom of spring and a fresh perspective on the months ahead. In this issue, don’t miss Joe Barry’s latest podcast episode, Lessons from 50 Years of Changing Markets, where he reflects on key takeaways from decades of market evolution. Our Best of the Blog features an article from Barry's own Tyler Craig, CFA on what worked below the surface of last quarter, timely content on global trade at a crossroads amid rising tariffs, and a quick quiz to test your financial knowledge! Dive in to stay informed and ahead of the curve.
If you have inquiries about the investment markets or your tailored wealth management strategy, please don’t hesitate to reach out to us!
Best regards,
The Barry Team
THE BARRY BROADCAST
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. His battle-tested perspective offers a refreshing reminder that market turbulence is normal and manageable with the right mindset and strategy.
BEST OF THE BLOG
CHART OF THE MONTH
Source: YCharts
Gold miners have outperformed the S&P 500 by nearly 58% so far year-to-date, yet they may still be undervalued. The profitability of gold miners is closely tied to gold prices, which tend to rise faster than production costs. Despite the recent surge in gold prices, gold mining stocks may still have room to catch up. According to Bank of America, as of the end of 2024, 75% of financial advisors had little to no exposure to gold (less than 1% of assets allocated to the sector).
INVESTING WISDOM
“What's a spooked investor to do? Warren Buffett has some simple advice: Think for the long term, and above all, don't panic. As he wrote in his 2017 letter to Berkshire Hathaway shareholders, "an unsettled mind will not make good decisions.”
-Minda Zetlin, Inc.com
EMPLOYEE HAPPENINGS
Kate Alves attended the Power of the Purse fundraiser for Women United, a United Way organization that supports early childhood success and literacy through programs, initiatives, collaborations and grant funds.
Whitney Holland attended a women’s networking dinner hosted by Vanguard, Franklin Templeton and Cohen and Steers. It was a great night of socializing, networking and sharing best business practices with other women in the industry.
Barry Investment Advisors
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