A Market Update from Joe Barry - March 2023
Good Afternoon, In this edition of the Barry Broadcast, Joe Barry discusses the current state of the markets. Listen to the broadcast to hear: The impact that the recent collapse of the Silicon Valle...
16 Mar 20236min
2022 Year-End Planning Strategies
On this episode of the Barry Broadcast, Liz Garvey and Beth Parker discuss essential items to consider before the end of the year, including: How to maximize contributions to your retirement accounts,...
15 Feb 20234min
May 2022 Market Update
In this edition of the Barry Broadcast, Joe Barry discusses the state of the global capital markets as we move through 2022. Tune in to hear our perspective on how recent price action compares to past...
26 Mai 20229min
2021 Year-End Planning Strategies
On this episode of the Barry Broadcast, Liz Garvey and Beth Parker discuss essential items to consider before the end of the year. Specifically, they cover how to maximize contributions to retirement ...
18 Nov 20214min
The American Rescue Plan Act of 2021
On this month's podcast, Liz Garvey and Beth Parker discuss the American Rescue Plan Act of 2021. This $1.9 trillion bill provides direct payments to many Americans and has several key provisions whic...
6 Apr 20214min
2020 Year-End Review
In this month's podcast, Joe Barry sits down to discuss the financial markets in 2020, a year that was unlike any other. Specifically, he covers the financial and economic "firsts" that we saw this ye...
5 Jan 202111min
2020 Year-End Planning
On this episode of the Barry Broadcast, Liz Garvey and Beth Parker discuss essential items to consider before the end of the year, including Roth IRA conversions, RMD planning, and charitable giving.
25 Nov 20204min
2020 Election Primer
In this podcast published on October 28th, 2020, Joe Barry sat down to discuss how the election may, or may not, impact the economy, equity prices, and taxes. The historical data that he referenced on...
24 Nov 20206min
