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 Originally, in 2019 a new retirement law stated the funds had to be withdrawn within 10 years.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.

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 2023
• Ways to maximize financial gifts or charitable giving before the end of the year

Additionally, please click here for a complete list of items that you may need to consider for year-end.

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 to these high rates; and
• The balancing act of the Federal Reserve in combating inflation and its implications for the economy.

If you would like to explore these topics in more depth or learn how they might impact your wealth strategy, we invite you to connect with us at BarryInvestmentAdvisors.com.

To view important disclosures, please click here.

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 benefited investors.

If you would like to explore these topics in more depth or learn how they might impact your wealth strategy, we invite you to connect with us at BarryInvestmentAdvisors.com.

To view important disclosures, please click here.

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 Barry
• The role of gold in your portfolios

If you have any questions, please don't hesitate to reach out to our team at BarryInvestmentAdvisors.com

To view important disclosures, please click here.

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 before the end of the year.

If you have questions or would like help planning for your financial future, connect with our team at BarryInvestmentAdvisors.com

To view important disclosures, please click here.

In this edition of the Barry Broadcast, Joe Barry discusses the state of the global capital markets as we move through 2022. Tune in to hear our perspective on how recent price action compares to past moments of market unrest, what this selling pressure means for market leadership, and how the team at Barry is navigating this challenging market environment.

If you have any questions, please don't hesitate to reach out to our team at BarryInvestmentAdvisors.com

To view important disclosures, please click here.

On this episode of the Barry Broadcast, Liz Garvey and Beth Parker discuss essential items to consider before the end of the year. Specifically, they cover how to maximize contributions to retirement accounts or determine if a Roth conversion makes sense for you. Lastly, they review philanthropic strategies and share strategies to help you give efficiently before the end of 2021.

If you have any questions, please don't hesitate to reach out to our team.

To view important disclosures, please click here.