Market Update - March 2025

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 uncertainty. In response, portfolios have shifted more defensively with increased cash and reduced exposure to longer-term bonds amid persistent inflation and higher rates. Despite short-term swings, the focus remains on long-term positioning with global diversification, natural resources, and liquidity for future opportunities.

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.

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. While gold prices have surged alongside other assets this year, Joe explains how profit-taking and short-term volatility can emerge even when the long-term fundamentals remain strong. From record earnings among gold miners to central banks diversifying away from the U.S. dollar, this episode offers valuable perspective on why gold continues to play a stabilizing role when traditional markets face turbulence.

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 the 1970s oil crisis to the COVID-19 panic. Drawing from his extensive experience weathering major market downturns, Barry shares critical insights on: - Maintaining emotional discipline during periods of extreme fear - The power of sticking to a diversified investment strategy - Why long-term thinking outweighs short-term market reactions - Historical patterns of recovery after significant crashes His battle-tested perspective offers a refreshing reminder that market turbulence is normal and manageable with the right mindset and strategy.

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 market landscape: the ripple effects of federal spending cuts and the deflating AI bubble.