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May has arrived, and with it, the full bloom of spring and a fresh perspective on the months ahead. In this issue, don’t miss Joe Barry’s latest podcast episode, Lessons from 50 Years of Changing Markets, where he reflects on key takeaways from decades of market evolution. Our Best of the Blog features an article from Barry's own Tyler Craig, CFA on what worked below the surface of last quarter, timely content on global trade at a crossroads amid rising tariffs,  and a quick quiz to test your financial knowledge! Dive in to stay informed and ahead of the curve.

Think you know your stuff when it comes to personal finance? Test your financial knowledge with FINRA’s short and eye-opening quiz - it only takes a few minutes. You might be surprised by what you do (or don’t) know!

Selling to private equity can be a major milestone—but it also comes with dramatic changes. This video outlines six key moves private equity firms often make post-acquisition, so you can be better prepared for what happens after the deal closes.

The accounting profession is facing a quiet exodus—and with fewer students entering the field, the future of financial trust and transparency is at risk. This eye-opening video explores what’s driving the talent shortage and how firms are adapting to bring the next generation of CPAs on board.

As global investors reevaluate the strength and stability of U.S. assets, questions are emerging about the long-term role of the dollar as the world’s reserve currency. In this timely video, Howard Marks explores what recent market moves might be signaling about the future of global finance.

The post-WWII era of ever-expanding global trade may be coming to a close—what does this mean for markets, economies, and your portfolio? Discover the forces reshaping global supply chains and why investors should be paying close attention.

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.

The first quarter was full of surprises—from headline-grabbing declines in the "Magnificent 7" to gold’s breakout performance and Europe’s quiet outperformance. In this informative video podcast, Tyler Craig, CFA, cuts through the noise to show what really worked in Q1—and why diversification once again proved its worth. Tune in to hear what the headlines missed and what it could mean going forward.

Investing isn’t just about picking winners; it’s about avoiding costly mistakes. Barry Ritholtz, a financial expert and author of the 2025 book How Not To Invest, argues that many investors lose money not because they lack skill but because they fall into predictable traps. Ritholtz is the chief investment officer of the financial planning and asset management firm Ritholtz Wealth Management.