The Barry Investment Advisors Podcast

The Barry Investment Advisors Podcast

Barry Investment Advisors focuses on supporting your financial life so you can focus on what's really important: your family, your career, enjoying your financial freedom, and your legacy. Through collaboration, we customize planning and investment strategies that fit your life and help build a meaningful legacy. Our team has the honor and privilege of providing personalized financial planning to over 200 families, many of whom are the children or grandchildren of clients that date back to the early years of the firm. Visit www.barryinvestmentadvisors.com to learn more about our investment strategy and what makes the Barry experience so unique.

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Jaksot(44)

Should You Refinance Your Mortgage?

Should You Refinance Your Mortgage?

On this edition of the Barry Broadcast, Liz Garvey and Beth Parker sat down with Donna McKeown, Senior Loan Officer at Mortgage Network, to discuss the topic of refinancing. With mortgage rates at his...

10 Syys 202010min

Breaking Down The CARES Act

Breaking Down The CARES Act

On March 23rd, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. This bill was massive in size and scope: at $2 trillion in economic stimulus, loan guarantees, and di...

21 Touko 20204min

Key Takeaways From The SECURE Act

Key Takeaways From The SECURE Act

The SECURE Act recently passed into law and affects almost everyone. On this Barry Broadcast, we discuss the important changes: Required Minimum Distributions (RMD) age has increased to age 72; remova...

21 Touko 20206min

Medicare Enrollment Update

Medicare Enrollment Update

On this month's podcast, Kate Rowe and Liz Garvey sat down with Stuart Millard, CERTIFIED FINANCIAL PLANNER™ and founder of Senior Insurance Solutions, to discuss Medicare considerations for those ove...

21 Touko 202017min

COVID-19 Update #3: March 20th, 2020

COVID-19 Update #3: March 20th, 2020

Investment markets continued lower this week, as fear around Coronavirus weighed on equity prices. Interest rates are likely to stay low for the foreseeable future so, as we mentioned last week, divid...

16 Huhti 20204min

COVID-19 Update #2: March 13th, 2020

COVID-19 Update #2: March 13th, 2020

Markets closed sharply lower yesterday, with the Dow Jones Industrial Average off 9.99%, gold down 4.04%, and oil down 6.03%. Joe Barry, Pat Barry, and Kate Alves sat down to discuss yesterday's sello...

16 Huhti 202011min

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

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

This week, tension about the Coronavirus (COVID-19) pushed global markets sharply lower. Specifically, investors are concerned about how preventative measures against the virus (like city-wide quarant...

16 Huhti 20201min

What To Expect In 2020

What To Expect In 2020

On this month's podcast, founder Joseph Barry, CFA® discusses why 2019 was an unusually favorable year for investors—and why things will likely be a bit different in 2020. Tune in to learn why Joe ant...

3 Helmi 202013min

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