The Barry Investment Advisors Podcast2 Jan

Market Update - January 2026

As 2025 comes to a close, Joe Barry reflects on a remarkable year across global markets. From U.S. equities finishing near all time highs to standout performance in gold, natural resources, and international markets, this update explores how leadership may be shifting away from an increasingly expensive U.S. market toward more attractively valued opportunities abroad.

Joe also walks through the importance of disciplined asset allocation after an unusually strong run in precious metals, explains how Barry plans to manage risk through thoughtful rebalancing in 2026, and highlights tax aware strategies including ETF tax loss harvesting and donor advised gift funds. The episode closes with a timely reminder that strong markets can create powerful opportunities for both prudent planning and meaningful giving as we head into the new year.

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Episoder(44)

Market Update - March 2026

Joe Barry, founder of Barry Investment Advisors, explains that markets may appear calm at a glance, but the quarter has been volatile beneath the surface due to geopolitical tensions and rising uncert...

19 Mar 5min

Gold's Role in a World of Rising Markets

In this brief market update, Barry Investment Advisors' founder, Joseph Barry, discusses recent movements in the gold market and why the metal remains an essential part of a diversified portfolio. Whi...

27 Okt 20252min

Cutting Through the Noise in Q3

Sometimes investing feels like detective work. In this quarter's market update, Barry Investment Advisors' Tyler Craig, CFA, follows the breadcrumbs across growth, inflation, and innovation to uncover...

9 Okt 20256min

Cutting Through the Noise in Q2

In this episode, Barry Investment Advisors' Tyler Craig, CFA unpacks the surprising strength in markets despite rising global tensions, persistent inflationary pressures, and ongoing political uncerta...

17 Jul 20254min

Lessons from 50 Years of Changing Markets

Ever wondered how successful investors stay calm during volatile markets? Joe Barry, founder of Barry Investment Advisors, pulls back the curtain on surviving five decades of financial storms, from th...

9 Apr 20255min

Market Update - April 2025

4 Apr 20253min

Market Update - March 2025

Discover why the recent market downturn goes deeper than just tech stocks taking a hit. In this insightful episode, Joe from Barry Investment Advisors breaks down two critical factors shaping today's ...

11 Mar 20253min