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2013-11-24T00:00:00.000Z

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James G. Barr

HQ Phone: (508) 660-2098

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Barry Financial LLC

944B Main Street Suite 2

Walpole, Massachusetts 02081

United States

Find other employees at this company (4)

Background Information

Employment History

Director of Field Sales Training

Nationwide Insurance Company

Registered Representative

National Association of Securities Dealers , Inc.

Affiliations

Team Member At Nationwide Academy
Nationwide Insurance Company

Team Member At Nationwide Sales Academy
Nationwide Insurance Company

Founder and Chairman
Barry Financial Group Inc

Member
National Association of Life Underwriters

Senior Advisor
Florida Atlantic University

Advisory Board
American Heart Association Inc

Director of the Gold Coast Chapter
Financial Planning Association

Board Member
Highland Beach Library Foundation

Founder
Gold Coast Chapter IAFP

Certified Financial Planner In Boca Raton and the Chairman
WXEL

Advisory Board
The Greater Boca Raton Estate Planning Council Inc

International Financial Advisor, Author
Jim Barry's Financial Success

Education

Burdett College

College for Financial Planning

Web References (55 Total References)


Retirement Advisors, Inc.

www.myretirementadvisors.com [cached]

For over five years Chris received specialized training from, and was personally mentored by James A. Barry,CFP®.

...
Mr. Barry founded Barry Financial in 1975 in Boca Raton, Florida and is a nationally recognized expert in the Affluent Financial Planning Industry. As a Wealth Manager of the Fort Myers, Naples, and Sarasota Florida regional offices of Barry Financial, Chris implemented comprehensive Financial and Estate Plans for high net worth clients, conducted Financial Seminars, and appeared as guest speaker fourteen times on Jim Barry's live TV Shows Talk About Money on FOX and Financial Freedom on PBS.


MoneyManagementWorld | News

www.moneymanagementworld.com [cached]

James A. Barry Jr., CFP, is president of Barry Financial in Boca Raton, Fla.

-James A. Barry Jr.


Hedge Funds | HedgeWorld | The Definitive Hedge Fund Community

investor.hedgeworld.com [cached]

James M. Barry , president of Barry Financial in Boca_Raton , Fla. , formerly put his clients in individual developing market funds.Not anymore.They are too volatile , he says , and don't help the risk-return relationship of his client portfolios.Worse yet , if the funds perform poorly for a couple of years running , his clients insist on selling.He says the one-year rolling returns on some of the best managed funds look fantastic.However , the year-by-year performance swings are immense.For_example , the rolling five-year annual return on the Oppenheimer Developing Market Fund since 1992 is 24.8 % .But in certain years , the fund was_up 82 % and down more than 20 % the next year.

Barry would rather invest in a well-managed global or foreign fund that has a stake in developing markets.The manager will move into the emerging markets when he or she thinks they have value and will rebound.Developing market funds are not worth the risk for the returns , Barry says.It doesn't help reduce volatility and boost returns on the portfolio.I would rather have a broad-based international fund_manager determine the allocation in emerging markets..
Barry puts about 12 % of client assets into three international stock funds.He formerly kept 20 % in international funds.But he has cut_back because he believes that when interest rates drop , the U.S markets will rebound faster than Europe or the Far East.The dollar , he says , should get strong when rates decline and foreign funds will benefit.Each international fund he holds operates a little differently , so he gets more diversification.The rest of his client portfolios are in U.S. stock funds based on market capitalization and investment style.
Overseas , Barry likes the American Century International Growth , Ivy International and Templeton Foreign Fund.These funds have about 10 % of their assets invested in Latin America and the Pacific Rim.I would rather let the fund managers decide how much and when to invest in the emerging markets , Barry says.Then I monitor their holdings and judge how the funds are going to affect the risk-adjusted returns. Barry seeks diversification and maximum performance by drawing upon the expertise of fund managers with a good track record.
Each planner will have to strategize based on their particular skills , and the needs , objectives and patience-index of their clients.You must prepare clients to endure months of underperformance , and have a Plan B ready for those clients who hit the panic button.


JAMES ...

m.premierespeakers.com [cached]

JAMES BARRY

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James Barry Internationally Recognized Financial Author and Lecturer
...
James A. Barry, Jr., CFP, is an internationally recognized author, lecturer, and veteran radio and television personality, whose career spans more than three decades. Since founding the company in 1975, Jim has served as Chairman of the Board of the Barry Financial Group, Inc.
Jim is a graduate of Burdett College and the College for Financial Planning in Denver, Colorado. He is a past Senior Advisor for the CFP curriculum and a past Foundation Member of Florida Atlantic University. He is also a member of the newly founded Financial Planning Association (FPA), which is the name for the recently merged Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP). Jim is a Registered Representative with the NASD. Jim's many accolades include membership in several prestigious organizations, such as the Million Dollar Round Table, the Court of the Table and the Top of the Table, some of the insurance industry's highest honors. He is also a member of the National Association of Life Underwriters, the Advisory Board of the American Heart Association and the Greater Boca Raton Estate Planning Council.
Since the early 1980's, Jim Barry's message, whether in print or over the airwaves, has been inspiring audiences to take charge of their finances. He has been quoted in publications such as USA Today, The Miami Herald, The New York Times, U.S. News and World Report, Fortune, Barrons and Money Magazine, to mention a few.


MOTIVATIONAL SPEAKERS / ...

premierespeakers.com [cached]

MOTIVATIONAL SPEAKERS / JAMES BARRY CONNECT:

James Barry
...
James Barry Internationally Recognized Financial Author and Lecturer
...
James A. Barry, Jr., CFP, is an internationally recognized author, lecturer, and veteran radio and television personality, whose career spans more than three decades. Since founding the company in 1975, Jim has served as Chairman of the Board of the Barry Financial Group, Inc.
Jim is a graduate of Burdett College and the College for Financial Planning in Denver, Colorado. He is a past Senior Advisor for the CFP curriculum and a past Foundation Member of Florida Atlantic University. He is also a member of the newly founded Financial Planning Association (FPA), which is the name for the recently merged Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP). Jim is a Registered Representative with the NASD. Jim's many accolades include membership in several prestigious organizations, such as the Million Dollar Round Table, the Court of the Table and the Top of the Table, some of the insurance industry's highest honors. He is also a member of the National Association of Life Underwriters, the Advisory Board of... READ MORE
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James Barry
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James Barry
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Just a short note to let you know what a pleasure it has been to work with Jim Barry over the years; it has truly been a privilege and an honor. As I have told many of our mutual clients, in addition to being a walking encyclopedia of financial planning, Jim has the unique ability to understand the interplay between the various disciplines of financial planning, and to recommend and implement the appropriate plan. I am sure your clients know that they are the bendefactors of this ability. Jim puts it together like no one else.
...
JAMES BARRY BLOG

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