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.

Sometimes investing feels like detective work. In this quarter's market update, Barry Investment Advisors' Tyler Craig, CFA, follows the breadcrumbs across growth, inflation, and innovation to uncover what's really driving the markets. From a resilient consumer and shifting inflation pressures to the Federal Reserve's delicate balancing act, this episode breaks down the competing narratives shaping Q3. We also explore how the AI boom and a weakening dollar are reshaping global markets, why commodities are quietly outperforming tech, and what that could mean for investors heading into year-end.

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 uncertainty. From meme stock surges to record-breaking performance in gold mining stocks, we explore what's fueling the latest rally and question whether it rests on solid ground. We also take a closer look at the effects of tariffs, the dip in consumer confidence, and the potential shift in global equity leadership.

You'll hear why a weaker dollar, geopolitical fragmentation, and structural inflation could play a major role in shaping investment trends in the months ahead.

If you are wondering how these developments might impact your financial plan, or are curious about opportunities in gold, commodities, or international markets, this conversation offers perspective and clarity on the road ahead.

Barry Investment Advisors ("BIA") is an SEC registered investment adviser. The opinions expressed by BIA on this podcast are their own. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

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 - April 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.

A Year-End Financial Checkup with Liz Garvey and Beth Parker

We're excited to share the latest episode of the Barry Broadcast podcast, featuring a discussion with financial planners Liz Garvey and Beth Parker.

In this insightful episode, Liz and Beth provide a detailed year-end financial checkup, covering crucial topics such as retirement contribution limits, gifting opportunities, and charitable giving options.

Market Update - December 2024

On this episode of the Barry Broadcast, Kate Alves, Beth Parker and Whitney Holland sit down to discuss the IRS's new rules regarding inherited IRAs. Originally, in 2019 a new retirement law stated the funds had to be withdrawn within 10 years. The IRS has now clarified when the funds must be distributed depending on your circumstances.