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

What New Surveys Tell Us About Millennials & Money

September 14, 2020

When it comes to money, millennials have a reputation for being lazy, entitled, and unwilling to...

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Should you refinance your mortgage?

September 9, 2020

On this edition of the Barry Broadcast, Liz Garvey and Beth Parker sat down with Donna McKeown,...

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Selling Low: Why Older Investors Are Less Patient During Market Downturns

September 8, 2020

Given their years of experience with the markets, you might assume that older investors are...

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How We Can Improve Virtual Learning For Students During COVID-19

September 4, 2020

COVID-19 has altered many facets of our daily lives, and students have been among those most...

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The COVID-19 Pandemic Has Reshaped How We Work

August 28, 2020

The COVID-19 pandemic forced a number of businesses to adjust their working environments in order...

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The Hottest Commodity Right Now Isn't Gold — It's Handbags

August 26, 2020

With the Treasury offering sub-zero real interest rates, investors are looking for new assets to...

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How To Ask Friends & Family For Funding (And Why You Shouldn't)

August 24, 2020

Would-be entrepreneurs are skipping bank loans in favor of crowdfunding platforms like Kickstarter...

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Why Gold Is Thriving In The COVID Economy

August 21, 2020

The markets continue to recover from the March/April trough. Stock prices are rising, but some...

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The "Cobra Effect": Why It's Bad News For The Economy

August 19, 2020

The "Cobra Effect" refers to a situation where the solution to a problem ends up being worse than...

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Remembering A Computing Legend

August 18, 2020

These days, most computing devices are built around touchscreens, but until recently, the mouse was...

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Warren Buffett Doesn't Mind Looking Like A Fool

August 18, 2020

Every investor has trades they wish they could take back — even someone like Warren Buffett, one of...

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Is Time Running Out For TikTok in the U.S.?

July 24, 2020

TikTok is the most popular app of 2020, but the upstart social media site may not be around in the...

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Watch This Short Video for Tips on TIPS (Treasury Inflation Protected Securities)

July 22, 2020

While generally low-risk, long-term investments do come with the risk of not growing at a...

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Fool's Gold: How One Company Used Fake Gold To Secure $2 Billion in Loans

July 21, 2020

When it comes to offering collateral for loans, you can't do much better than gold bars. Unless, of...

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What's Next for the Industries Hit Hardest by COVID-19?

June 29, 2020

COVID-19 significantly impacted industries across the board, but some (including retail,...

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Clean Your Finances

June 29, 2020

Over the last several months, many of us have had extra time on our hands. And for some, this has...

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Hudson Yards and COVID-19

June 25, 2020

Hudson Yards is a $25 billion development in New York City. It was open for just two days before...

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Coronavirus: Poor Nations Are Facing An Unprecedented Debt Crisis

June 24, 2020

Developing nations have long relied on outside investors and low-interest debt to finance their...

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Will Young New Yorkers Return To The City?

June 23, 2020

As a result of COVID-19, New York City has seen a mass exodus of people in their 20s and 30s. Some...

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An Additional Portfolio Offering: One Driven by Human and Financial Values

May 28, 2020

  Our Investment Committee recently teamed up with Ethic to build a customized portfolio that is...

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The COVID-19 Pandemic: A Potential Gold Mine for Scammers

May 27, 2020

Times of crisis can be frightening for the average person, but for scammers, they're a great...

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How Will The U.S. Economy Start Back Up After COVID-19? China May Have Some Answers

May 26, 2020

Calls for allowing businesses to resume operations and getting employees back to work have grown...

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Chinese Small Companies Offer Value in an Uncertain Market

May 22, 2020

With coronavirus causing chaos across a number of different industries and in the markets, many...

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The Impact of Coronavirus on Individual Wealth

May 20, 2020

The COVID-19 pandemic has had a significant economic impact: business closures, plummeting oil...

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For White-Collar Companies, Teleworking May Be Here To Stay

May 18, 2020

Many white-collar companies have adopted a teleworking model, allowing operations to continue...

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The New Challenges Facing Tech Startups in a Post-COVID World

May 14, 2020

For decades, Wall Street has provided equity and debt funding to tech companies, allowing startups...

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Finding the Silver Lining In COVID-19

May 12, 2020

The COVID-19 pandemic is one of the most significant crises the world has ever known. Hundreds of...

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Anything Could Drive Fear - Here's What To Look For

April 30, 2020

For the last two months, investment markets have been largely driven by fear. And it seems like...

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A Valuable (And Fun) Lesson

April 30, 2020

What's important in life? What are the things that we should pay attention to, and what are just...

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Market Update IV: COVID-19

April 22, 2020

In our fourth podcast during the COVID-19 pandemic, Joe Barry, Pat Barry, Kate Alves and Dan...

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Giving Back During COVID-19

April 20, 2020

Over the last several weeks, it's been inspiring to see how ordinary people from across the country...

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Kindness In The Face of Uncertainty

March 27, 2020

The COVID-19 pandemic has caused a significant amount of worry and uncertainty across the country....

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Fear & Greed: More Useful To Investors Than You May Think

March 27, 2020

To make the right investment decisions, investors need to keep their emotions out of the equation....

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Recession or Depression? Why The United States Is At A Crossroads

March 27, 2020

Historically speaking, pandemics typically don't cause economies to collapse all by themselves....

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OneCoin and the $15 Billion Fraud

March 23, 2020

We're all familiar with the old saying "if it sounds too good to be true, it probably is." Yet all...

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Market Update III: COVID-19

March 23, 2020

Investment markets continued lower this week, as fear around Coronavirus weighed on equity prices....

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Market Update: COVID-19 and Crude Oil

March 16, 2020

Again, markets closed sharply lower yesterday. At the closing bell, the Dow Jones Industrial...

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COVID-19 Update #1: March 6th, 2020

March 6, 2020

This week, tension about the Coronavirus (COVID-19) pushed global markets sharply lower....

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Barry E-Mag: March 2020

March 3, 2020

In this month’s newsletter, we discuss the Coronavirus, the Big Mac Index, and a timely accessory...

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Marijuana Companies Are Running Out of Cash

February 26, 2020

Ongoing efforts to legalize or decriminalize marijuana have contributed to the rise of cannabis...

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Google Maps Gets A Makeover For Its 15th Birthday

February 26, 2020

Google Maps turns 15 this year, and the app got a major revamp to mark the occasion. In addition to...

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First Look: The Cruise Origin

February 26, 2020

The Cruise Origin is a self-driven, all-electric vehicle that was introduced late last month. The...

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Buffet's Take On "Reaching For Yield"

February 26, 2020

In this interview with CNBC, Warren Buffet had some blunt advice for investors: if you can only get...

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Our 2020 Social Security Seminar

February 26, 2020

On January 30th, 2020, we hosted a Social Security Seminar at the Waypoint Event Center. Kurt...

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General Motors Should Be More Attractive To Investors. Here's Why.

February 24, 2020

Investors have been wary of General Motors since the financial crisis and the company's Chapter 11...

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The Pursuit of Easy Profits Could Lead to a "Twin Bubble"

February 20, 2020

Encouraged by the continued rise of both the stock and bond markets, some investors are throwing...

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Barry E-Magazine: February 2020

February 14, 2020

In this month's Barry E-Magazine, we discuss the SECURE Act, Android's market share, and our...

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Why Corporate Bonds Are Becoming A "Ponzi Market"

January 29, 2020

With interest rates at or near record lows around the world, the corporate bond market is an...

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Key Investment Themes for 2020

January 28, 2020

The first month of the new year is a good opportunity to finalize your investment strategy for the...

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11 Successful People Share the Best Advice They've Ever Gotten

January 27, 2020

As any successful person will tell you, there's no set formula for reaching your goals. It's a...

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A Look Back at the 2010s

January 21, 2020

The beginning of the 2010s was a time of uncertainty. The market was still recovering from the...

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No IPO? No Problem

December 23, 2019

It's easier than ever for investors to purchase a stake in up-and-coming private companies before...

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How Leadership Can Make Or Break A Startup

December 18, 2019

In just six weeks, WeWork went from a $47 billion valuation to near-bankruptcy, and most experts...

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Anchors Aweigh: The Construction of the World's First 3D-Printed Boat

December 16, 2019

Last month, the University of Maine's Composites Center created the world's largest 3D-printed...

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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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