Barry Investment Advisors focuses on supporting your financial life so you can focus on what's really important: your family, your career, enjoying your financial freedom, and your legacy. Through collaboration, we customize planning and investment strategies that fit your life and help build a meaningful legacy. Our team has the honor and privilege of providing personalized financial planning to over 200 families, many of whom are the children or grandchildren of clients that date back to the early years of the firm.
Visit www.barryinvestmentadvisors.com to learn more about our investment strategy and what makes the Barry experience so unique.
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.
2 Jan 2026
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.
27 Oct 2025
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.
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