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.

2023 End of Year Financial Check Up

November 27, 2023

On this episode of the Barry Broadcast, Liz Garvey and Beth Parker discuss essential items to...

Learn More

Market Update from Joe Barry - June 2023

June 27, 2023

On this episode of the Barry Broadcast, Joe Barry provides a market update covering three important...

Learn More

A Market Update from Joe Barry

March 16, 2023

In this edition of the Barry Broadcast, Joe Barry discusses the current state of the markets. ...

Learn More

Market Update - September 2022

September 27, 2022

In this edition of the Barry Broadcast, Joe and Kate discuss the current market environment and how...

Learn More

Market Update - August 2022

September 7, 2022

In this edition of the Barry Broadcast, Tyler Craig discusses the market dynamics that we have been...

Learn More

A Market Update from Joe Barry

May 24, 2022

In this edition of the Barry Broadcast, Joe Barry discusses the state of the global capital markets...

Learn More

2021 Year-End Planning Strategies

January 12, 2022

On this episode of the Barry Broadcast, Liz Garvey and Beth Parker discuss essential items to...

Learn More

2020 Year-End Review

January 5, 2021

In this month’s podcast, Joe Barry sits down to discuss the financial markets in 2020, a year that...

Learn More

2020 Year-End Planning Items

November 19, 2020

Our team always puts a high priority on year-end financial planning, but it is especially...

Learn More

Election 2020

November 3, 2020

With the U.S. election upon us, Joe Barry sat down to discuss how the election may, or may not,...

Learn More

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,...

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

Market Update III: COVID-19

March 23, 2020

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

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

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

March 6, 2020

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

Learn More

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...

Learn More

Quiz: The Investor Emotion Cycle

November 21, 2019

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

Learn More

Gauging Retirement Readiness

August 29, 2019

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

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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.”

Learn More

Weekly Market Update

October 12, 2018

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

Learn More

October Planning Insights

September 26, 2018

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

Learn More

September Stock Market Update

September 12, 2018

Joe Barry, Founder of Barry Investment Advisors, sits down to discuss the state of US and...

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

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

Looking For More Resources?

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