Nov 25, 2020
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.
Nov 24, 2020
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 the podcast can be found by visiting:
barryinvestmentadvisors.com/blog/election-2020
Sep 10, 2020
On this edition of the Barry Broadcast, Liz Garvey and Beth Parker sat down with Donna McKeown, Senior Loan Officer at Mortgage Network, to discuss the topic of refinancing. With mortgage rates at historic lows, now may be the right time to reduce your monthly payments or optimize the terms of your loan.
May 21, 2020
In our fourth podcast during the COVID-19 pandemic, Joe Barry, Pat Barry, Kate Alves, and Dan Pinheiro discussed questions that we've recently gotten from clients. In particular, they discuss the impact of stimulus from the Federal Reserve and U.S. Federal government, and what sectors may benefit from shifts in consumer...
May 21, 2020
On March 23rd, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. This bill was massive in size and scope: at $2 trillion in economic stimulus, loan guarantees, and direct payments, the bill amounts to roughly 9% of 2019 U.S. GDP.
Specifically, this bill brought about recovery rebates,...
