Blog

At Barry Investment Advisors, we pride ourselves on helping clients better understand the financial planning process and capital markets. Use our blog resources to read about the topics that matter most to you and follow-up with the Barry team if you have any questions.

Barry Investment Advisors

Barry Investment Advisors
At Barry Investment Advisors, we are committed to your financial goals, both short and long-term. Our financial planners and investment advisors work with you identify your financial goals and devise a financial plan to help you reach them.

Recent Posts

The New Silk Road: China's Infrastructure Plan Could Change Global Commerce

December 13, 2019

China's Belt and Road Initiative (BRI) is a massive infrastructure project consisting of six new...

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There's Enough Time To Do Everything—If You Use It Wisely

December 11, 2019

Too often, we find ourselves wishing there was more time in the day to do all the things we really...

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Japan: China's Unlikely New Partner In International Commerce

November 27, 2019

Despite a long history of contentious relations between the two countries, China and Japan have...

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Thanks to Start-ups, Contract Workers Are Less Secure Than Ever

November 25, 2019

Many of today's start-ups rely on the gig economy to lower their overhead costs, eschewing...

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Key Steps To Financial Independence

November 22, 2019

On this month’s podcast, Kate Rowe, CFP®, and Liz Garvey, CFP®, discuss the necessary steps toward...

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Why It Pays To Be Patient With Long-Term Assets

November 22, 2019

Investors who try to unload long-term assets too early often have to pay the "illiquidity premium":...

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Quiz: The Investor Emotion Cycle

November 21, 2019

The Investing Emotion Cycle tracks the investing public’s temperament towards an asset, idea, or...

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WeWork: A Cautionary Tale

November 20, 2019

WeWork was once considered one of the most promising new startups in the country, earning an...

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Congratulations to Katherine French!

November 4, 2019

The Barry Team has some exciting news! Katherine French got married on October 19, 2019! The...

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In The Future, Hospital Care May Come To You

October 23, 2019

Niels van Namen has worked in health care for over 20 years. Even after all of those years, he...

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Ready For College? Here's How To Start Saving Today

October 22, 2019

Saving for college is tough today, and it’s only going to get more difficult as the cost of higher...

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The Friendly Skies: How To Avoid Airline Baggage Fees

October 17, 2019

Baggage fees are an unavoidable part of air travel, right? Not necessarily. Domestic airlines will...

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Storm Windows & Insurance: How To Properly Prepare For A Hurricane

October 15, 2019

Since the early 1980's, hurricanes have increased in frequency, intensity, and duration, and...

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WeWork's Collapse And The Future of Venture Capitalism

October 10, 2019

Not too long ago, WeWork was considered one of the most promising new startups in America. Now,...

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Have Extra Tote Bags At Home? Put Them To Work.

October 10, 2019

October 10th is National Handbag Day, a day to "recognize the versatile and utilitarian bag that...

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Is A Real Estate Market Correction Looming?

October 8, 2019

In major cities across the world, the average housing price has stagnated for the first time since...

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Sharon's Favorite Apple Tart Recipe

September 27, 2019

This month's employee favorite comes from Sharon Elston, our Chief Compliance Officer. She shares...

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What makes it a pyramid scheme?

September 24, 2019

Is it multi-level marketing? Is it a pyramid scheme? Or is it an investment club? The differences...

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Michael Burry Shares His Perspective

September 23, 2019

If you haven’t read The Big Short from Michael Lewis, you are missing out on excellent insight...

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The Internet's Next Big Step

September 12, 2019

In the Western world, we take the Internet, apps, and online connectivity for granted. But the...

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Technology Changes The Game For Ship-Spotters

September 10, 2019

New Bedford has a long history with the ocean, so it's no surprise that many of our clients enjoy...

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50 Year Investment Veterans Discuss The Market

September 4, 2019

In this article that appeared in Barron's, Jim Grant takes a closer look at life with negative...

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Gauging Retirement Readiness

August 29, 2019

In this podcast that originally aired in August of 2019, Sean Corkery, CFA, Kate Rowe, CFP®, and...

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Tyler Craig Passes The CFA® Exam

August 20, 2019

Barry Investment Advisors is thrilled to announce that Tyler Craig, Financial Analyst and Portfolio...

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Automation in an Unexpected Industry

August 20, 2019

In recent years, automation has played a larger and larger role in many industries  within our...

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What New Earnings Reports Mean for the Economy 

August 15, 2019

The last twenty-five years have seen steady growth in corporate profits, but the next  few weeks...

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Concert Tickets On The Secondary Market 

August 13, 2019

Have you ever tried to buy tickets to a concert, only to find that tickets are only  available on...

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How Will We Travel In 2030? 

August 8, 2019

The Economist projects that by 2030, one in every four passenger miles traveled in  the United...

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TSA Precheck Vs. Global Entry

July 30, 2019

In this podcast that originally aired in July of 2019, Liz Garvey, CFP®, and Kate Alves, CFP®, sit...

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The Future of Healthcare

July 30, 2019

Hospitals provide essential services but are often inconvenient, intimidating, and expensive. In...

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The Latest Shady Internet Practice

July 30, 2019

You know not to believe everything you see on the internet, but what about the number of views of a...

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Happy 70th, Joe!

July 26, 2019

Happy Birthday, Joe Barry! We hope that you enjoy your special day and that the year to follow is...

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A Closer Look At Austria's 100-Year Bond

July 11, 2019

In the investment community, traders refer to Treasury Bonds as the "long bond" because they mature...

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The Trade War and Tariffs

June 26, 2019

In this podcast that originally aired in June of 2019, we discussed the ongoing trade war with...

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The Cinderella Story and Gold

June 20, 2019

In the last decade, equity markets have been on an unprecedented run, driven higher by relatively...

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The Barry Team In The Community

June 13, 2019

We've been busy during the last six months volunteering at events and attending professional...

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The Warning Signs Of Fraud

June 12, 2019

Every investor wants to own companies with strong financials, but it can be difficult to know which...

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The Secrets Of Success May Surprise You

June 10, 2019

What makes people succeed? Richard St. John interviewed over 500 TED conference attendees to help...

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Pro Tips For Ridesharing

June 7, 2019

Uber and Lyft have changed the way we get around. Ten years ago, the idea of using an app to find...

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The Strange World of Negative Interest Rates

June 5, 2019

In the world today, there is $10.6 trillion worth of debt instruments with a negative yield. Think...

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Risk Management: The Corporate Credit Bubble

May 24, 2019

For many years, we've followed the perspective of Dave Rosenberg. Last week he explored the...

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Was China Ready For A Trade War?

May 17, 2019

The trade war with China looks like it is coming to a close, and for the moment, it seems like the...

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Finally, Banking Is Going Digital

May 9, 2019

Digital disruption has impacted most industries during the last 30 years. Just look at the rise of...

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A Look At Crowd-Sourced Wisdom

May 7, 2019

Life-changing wisdom is all around us, and sometimes it just requires a conversation with a friend,...

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Is Happiness The Secret To A Productive Life?

May 2, 2019

For many of us, working hard is something that brings satisfaction and happiness to our lives. But...

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Estate Planning: How To Have The Conversation

April 29, 2019

Estate planning can be a delicate subject to navigate and data shows that many Americans struggle...

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The Life Of John Maynard Keynes

April 24, 2019

John Maynard Keynes was a noted author, economist, and investor from the early 20th century. His...

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A Self-Driving Bicycle?

April 16, 2019

The bicycle was invented in 1817. During the last 200 years, bicycles have come to a long way, but...

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Cars May Soon Help Stop Impaired Driving

April 11, 2019

The rise of "smart tech" within vehicles has been a key theme in the last decade, and self-driving...

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The Cost Of Energy Storage Is On The Decline

April 10, 2019

According to the Energy Information Administration, just 1.6% of total U.S. energy production came...

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Money Clips

April 3, 2019

We are excited to share our first installment of MoneyClips. This video series will feature various...

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Can You Answer These 10 Investing Questions?

March 26, 2019

In 2016, the Financial Industry Regulatory Authority (FINRA) asked Americans five fundamental...

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Apple's Next Big Move Could Be Healthcare

March 26, 2019

Since 1976, Apple has relied on computers, smartphones, watches, and iPods to drive the company's...

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Low Rates And The Fed's "New Normal"

March 21, 2019

For the last several decades, Jim Grant has been a trusted resource for the team at Barry...

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Gold Prices and the People's Bank of China

March 21, 2019

Gold is up roughly 8% since August of 2018, leading many to wonder how much steam the rally has...

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Tips For Raising Grounded Children In A Wealthy Household

March 5, 2019

At Barry, we work with many wealthy families that have children. Some of these children are young,...

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Looking Long-term: What A Trade War Means For China

February 28, 2019

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

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Analyzing The 2019 Consumer Electronics Show

February 22, 2019

In this podcast that originally aired in February of 2019, Sean Corkery, CFA, sat down with Justin...

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US Sovereign Debt And The Role Of Gold

February 13, 2019

Since 2013, the US debt to GDP ratio has hovered around 100%. In more simple English, this means...

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A Look Back At The Bond Market's Bull Run

February 5, 2019

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

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A Closer Look At Equity Markets In 2018

January 24, 2019

In this podcast that originally aired in January of 2019, Sean Corkery, CFA, sat down with Joe...

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The Bad News: Apple stock has fallen hard. The Good News: It’s still a long-term buy.

January 24, 2019

It's an understatement to say that Apple stock had a rough end to 2018. Driven lower by signals of...

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2018 Was The Best Year In Human History, Here's Why

January 18, 2019

It can be easy to develop a doom and gloom outlook when looking at news headlines from 2018: war,...

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Oil Pipeline Stocks Could See A Rebound In 2019

January 10, 2019

Midstream stocks make up a unique place in the broader energy market. These companies don't focus...

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Why Apple Is Turning It's Attention to Services

January 8, 2019

In the summer of 2018, Apple became the first public company to be valued at over $1 trillion. Fast...

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Gold May Keep Shining in 2019

January 3, 2019

For decades, gold has been used as a portfolio diversification tool. We saw this once again in the...

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Bose Frames Are Augmented Reality Audio Sunglasses

December 19, 2018

Imagine being on a walking tour of Venice, Italy with your family. As you pass points of interest,...

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Is It Time To Get Strategic With Philanthropy?

December 19, 2018

Winston Churchill famously said, “We make a living by what we get, we make a life by what we give.”

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Corporate Debt Is Piling Up, Is It Time To Worry?

December 13, 2018

Following the 2008 financial crises, the Federal Reserve slashed interest rates and made it...

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The Rise Of "Microbrands"

December 11, 2018

In 2011, the founders of Dollar Shave Club had an innovative idea; they would introduce a...

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Holiday Shopping Safety Tips

December 4, 2018

If online shopping is a part of your holiday plans, you are not alone, as a recent study from...

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How China Became A Superpower

November 28, 2018

This article from the New York Times explores nearly 600 infrastructure projects, from around the...

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Can Biosimilar Drugs Cut Healthcare Costs?

November 27, 2018

In 2017, health care costs accounted for 17% of American economic output. Largely driven by a rise...

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Exploring The Mind Of A Master Procrastinator

November 20, 2018

In this TED Talk, Tim Urban shares his experience as a master procrastinator. He explores the...

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Barry E-Mag November 2018

November 14, 2018

October was a difficult month for investors, with the S&P 500 down sharply and now trading slightly...

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World Currencies

November 6, 2018

Why is the Dollar called "the Dollar"? How did the Peso get its name? This short article from The...

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10 Golden Rules Of Investing

November 2, 2018

When markets become volatile or trade lower, it can be easy for investors to "get creative" with a...

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Wall Street Loves These Risky Loans. The Rest of Us Should Be Wary.

October 23, 2018

CDOs, or collateralized debt obligations, were a major contributor to the 2008 financial crises....

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Paying Down Debt Versus Saving Money

October 18, 2018

If you have excess funds left after paying bills each month, you may be wondering if you should be...

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Ghost of Markets Past

October 18, 2018

Many things in the market today remind us of what we saw in 1972. Back then, the stock market was...

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Wheel of Investor Emotion

October 16, 2018

If you have ever been tempted to sell stocks when the market goes down, or find yourself losing...

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Weekly Market Update

October 12, 2018

With markets down roughly 5% this week, we didn't want to start the weekend without sharing some...

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5 Things Your College Freshman Needs to Know About Money

October 2, 2018

Now that your child is away at school and has more freedom to decide where and how to spend money,...

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October Planning Insights

September 26, 2018

On this month's Barry Broadcast, Whitney Holland and Kate Alves sit down to discuss how the Barry...

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What to Know Before Helping to Pay for a Grandchild's College

September 21, 2018

Have you thought about helping your grandchildren with their future education costs? There are many...

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How much of your income should be used for expenses and how much should you save?

September 20, 2018

The below link provides a budgeting guideline for each category of expenses. The general idea is to...

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The Tax Reform and Its Impact on How You Pay for College

September 20, 2018

There have been a number of changes due to the Tax Reform regarding paying for College. As noted in...

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Do You Understand Markets?

September 19, 2018

How much do you know about the stock and bond market? This 14-question quiz is a good starting...

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The Future of Office Space

September 17, 2018

From a renovated shipyard in Brooklyn, WeWork is on a mission to fundamentally change how people...

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Mercedes-Benz's Plan for Surviving the Auto Revolution

September 13, 2018

We've heard a lot about self-driving cars over the last several years. For the first time, it feels...

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Bethany Parker, Paraplanner

August 31, 2018

I grew up in South Dartmouth, Massachusetts and currently reside just up the road in Fairhaven,...

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Even Isaac Newton struggled with stock market bubbles

August 27, 2018

"The more intense the craze. The higher the intellect that succumbs to it." You may have been...

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"Don't eat the marshmallow!"

August 23, 2018

What can four-year-old children and self-control tell us about the principles of success? As it...

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Tocqueville Gold Strategy Second Quarter 2018 Investor Letter

August 6, 2018

For most of my 40-year plus experience in the financial market, Gold has been a must-have...

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Interesting parental control app requires kids to exercise to earn screen time.

August 2, 2018

A recent study by Common Sense Media showed that children eight and younger spend an average of 48...

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The Encore

July 26, 2018

This piece from Tony Scherrer CFA of Smead Capital Management makes an excellent case for...

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Barry Podcast: Interest Rate Discussion

July 17, 2018

Coming out of the 2008 financial crises, we observed zero, and even negative, interest rates in...

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Discover your money personality!

June 29, 2018

Do you need to improve your money habits?  Are you a savings guru?  Take this 5-minute quiz from ...

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Retail's death has been exaggerated

June 28, 2018

Learn about an innovative firm which is redefining the look and feel of retail...

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Chinese shopping habits and the state of retail

June 28, 2018

Retail expert Angela Wang discusses macro trends within the Chinese market. Her most striking...

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