Dec 26, 2023
On this episode of the Barry Broadcast, Liz Garvey and Beth Parker invite you to take stock of your finances as 2023 comes to a close. They touch on topics like retirement accounts and their contribution limits, family gift giving, charitable donations, and how to make healthcare costs more manageable by getting the...
Oct 4, 2023
On this edition of Barry Investment Insights, Joe Barry delves into the current market scenario, highlighting three key points of concern for investors:
- The unprecedented surge in interest rates and its ripple effect on stocks and bonds;
- Challenges faced by the real estate sector, both residential and commercial, due...
Jul 7, 2023
On this episode of the Barry Broadcast, Joe Barry outlines his views on three important trends shaping today’s markets. In addition to discussing the rapid rise in AI-related stocks, Joe explains how high interest rates are impacting fixed-income portfolios and the ways in which the growth in ETF offerings has...
Mar 16, 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 Valley Bank has had on the market
- The impact that current interest rates and dividends are having on your portfolio at...
Feb 15, 2023
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, how to determine if a Roth conversion makes sense in
2022, and ways to maximize
financial gifts or charitable giving...
