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.

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

Remembering A Computing Legend

August 18, 2020

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

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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,...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

The Impact of Coronavirus on Individual Wealth

May 20, 2020

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

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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....

Learn More

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....

Learn More

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....

Learn More

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...

Learn More

Market Update: COVID-19 and Crude Oil

March 16, 2020

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

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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":...

Learn More

WeWork: A Cautionary Tale

November 20, 2019

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

Learn More

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...

Learn More

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,...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

Tyler Craig Passes The CFA® Exam

August 20, 2019

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

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

Can You Answer These 10 Investing Questions?

March 26, 2019

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

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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,...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

The Rise Of "Microbrands"

December 11, 2018

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

Learn More

How China Became A Superpower

November 28, 2018

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

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

World Currencies

November 6, 2018

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

Learn More

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...

Learn More

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....

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

"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...

Learn More

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...

Learn More

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...

Learn More

The Encore

July 26, 2018

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

Learn More

Barry Podcast: Interest Rate Discussion

July 17, 2018

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

Learn More

Retail's death has been exaggerated

June 28, 2018

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

Learn More

Barry Podcast: Global Investing Strategies

June 21, 2018

Sean Corkery, CFA® and Joe Barry, CFA®  discuss the global investment philosophy used at Barry...

Learn More

Podcast: April 2018 Market Update

April 30, 2018

On this week's Barry Broadcast, Sean Corkery, CFA® and Joe Barry, CFA® discuss the state of U.S....

Learn More

The big picture: the Dow Jones Industrial Average

April 12, 2018

Since 1896, the Dow Jones Industrial Average (DJIA) has been a staple for monitoring U.S. economic...

Learn More

Looking For More Resources?

Download our free resource which explains 10 key principles to improve your odds of investment success.
Download The Resource