Market Update - January 2026

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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Avsnitt(44)

Market Update - March 2026

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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...

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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...

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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...

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Market Update - March 2025

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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 ...

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