CEO Chris Boyd, CFP®, is joined by social security expert and Founder of Mantell Retirement Consulting, Marcia Mantell. They discuss all things social security and medicare on this first hour of the program, where they take a number of on-air callers to answer questions about their retirement concerns specific to social security, medicare, and more.

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, are joined by retired Congressman and Texas State Representative Lamar Smith of the 21st district of Texas. He discusses his work in congress, how he dealt with political oppositions, his endeavor for bipartisanship and civility between Democrats and Republicans, and how to find common ground. They get into why we are seeing fewer people in the middle of the political aisle and how to get passed an Us vs Them mentality. Smith shares his opinions on the most concerning geopolitical issues we are facing today and his thoughts on possible 2024 presidential nominees. Chris and Jeff cover some financial news, bringing up inflation and its effects on consumer spending and financial stress in America.

Chris and Jeff open with an outline of the show and promote our upcoming live show on Saturday, April 22 with Marcia Mantell, who is a social security expert and owner of Mantell Retirement Consulting. We are then joined by Senior Vice President of The Federal Savings Bank, Bob Tranchell. Bob is a reverse mortgage expert and explains to us the benefits of using a reverse mortgage, factors that determine the amount of money to lend, differences in various home mortgages, and differences between his firm and others. The group discusses scenarios and instances where a depletion of resources to home owners who lose spouses affects their living and how and when a reverse mortgage can be beneficial.

IAR Jeff Perry, JD, and Wealth Advisor Jeff Tomaneng, CFP®, go over a Financial Literacy Month article on ways to get smarter and be more successful with your money. They discuss the importance of accountability in keeping track of your goals and financial planning. CIO Brian Regan, CFA®, joins to give commentary on Q1 market returns. Brian shares his disconcertment on fraudulent and misleading information. Jeff asks Brian about money supply, how it’s created, the implications of today’s money supply on growth, and the effect credit has on market conditions. Brian then educates us on what roll returns are, short term expectations of fed funds rate, and long-term investment sentiments.

We are joined by Pastor Ben Feldott of Cape Cod Church to discuss the meaning of Easter and how it’s the story that defines people of the Christian faith. He talks about the stories of Jesus, the ambiguous origin of the word “Easter,” and the celebration of the resurrection. Pastor Ben shares with us what his Church gets into during Easter, how he and his family celebrate, the importance of giving people a snapshot into the life of the church through social media, and more. AMR Wealth Advisor Jeff Tomaneng, CFP®, joins to discuss what Financial Literacy Month means and the importance of setting SMART goals understanding your “Why” when setting goals.

We are joined by Annie Hart Cool, real estate agent from Sotheby's International Realty, and Savannah Fabbio, VP regional manager at Shamrock Home Loans. We discuss current real estate conditions on Cape Cod and important factors to consider when hiring a real estate agent. Later, we get into the fluctuation of mortgage rates, how it affects confidence in the market, and how credit and debt can drive people to make uninformed decisions. Will we have a crash? We discuss some of the differences between today’s real estate market environment compared to the 2008 market.

CEO Chris Boyd, CFP®, CIO Brian Regan, CFA®, and IAR Jeff Perry, JD, give financial planning advice based on an example geared toward to the middle aged couples with kids. What are the things a person in that demographic and situation should consider and take advantage of to make sure their finances are in right order? Chris and Jeff share their insights on the matter. Brian talks about the importance allocating your money to investments that grow on returns larger than a savings account. They talk about the recent death of Gordon Moore, who was the co-founder of Intel and proposer of Moore’s Law which makes the observation that the number of transistors in an integrated circuit doubles about every two years. They talk about what his work has done for today’s day and age and what a change in microchip dynamics mean for American economies and more. Brian gives his view of the economy and states a case for a strong economic environment.

CEO Chris Boyd, CFP®, and Marketing Director Cathi Ingersoll discuss a filing by the SEC that is charging a Massachusetts based Investment Advisor firm for unethical business practice, not disclosing significant compensations, and for various wrong doings. Chris describes the allegations as a blemish on an industry that is built on trust. They go on to talk about the importance of fiduciaries and things that can help the consumer during the process of choosing a financial advisor. Chris gives his input on Required Minimum Distributions (RMDs), covering what they are and explaining if there is a cutoff age. He then mentions different factors that might affect people’s decisions on when to take their RMDs. CIO Brian Regan, CFA®, joins the show to discuss a lesson learned from a client experience. They share the common occurrences and the pros and cons of concentrated positions.

Host Chris Boyd, CFP®, and Marketing Director Cathi Ingersoll discuss climate change and its potential impacts, along with getting into risk management when it comes to finding your financial advisor. CIO Brian Regan, CFA®, gives an FOMC meeting update and talks about what it means for future interest rates, inflation, and recession concerns. The team discusses credit lending measures, the importance of credit, future anxieties of the banking system, and the logistics behind a failed bank/investment advisory firm.

With a global population size of 8 billion people, what are our current challenges and what will we contend with at current population rates? We are joined by Ken Gronbach, a demographer, futurist, and CEO/founder of KGC Direct, LLC, to discuss how demographics affect economies at large and the implications for America and other global nations. Ken shares perspective on the changing dynamics within generational shifts that will affect immigration, labor, real estate, manufacturing, and more. His book: Upside: Profiting from the Profound Demographic Shifts Ahead Website: https://kgcdirect.com/ As tax season is upon us, Chris shares input on tax strategies and rules of thumb related to tax returns and IRA/401k contributions. Within certain tax brackets various benefiting strategies can be implemented in a tax plan.

CEO Chris Boyd, CFP®, and CIO Brian Regan, CFA®, talk about what happened with the recent bank failures, the logistics behind Federal Reserve and FDIC actions, lessons investors should take, and the market’s response to all of this. They discuss how these events will affect CPI and Federal Reserve expectations at the March FOMC meeting with regard to interest rates and combatting inflation moving forward.

Chris and Jeff continue their conversation on Medicare reforms that are being proposed by the Biden Administration. They discuss how Medicare is struggling in keeping up the ability to pay out premiums coming out of payroll taxes, what the government is doing about it, and how it will affect today's demographic currently using Medicare. Evaluating financial advisors is challenging, especially when there aren't easy numbers you can use to measure their performance. So what should you be looking at? Chris and Jeff cover some key questions you should consider asking your advisor. We are joined by past guest Kevin Doyle to discuss the meaning behind Massachusetts heraldry. He explains to us the significance, controversy due to the lack of understanding, and the symbolic references behind the Massachusetts coat of arms.

Hosts Chris Boyd, CFP®, and Jeff Perry, JD, are joined by AMR CIO Brian Regan, CFA®, to discuss recent market movements in relation to Fed Chairman Jerome Powell’s comments to congress. We’ll discuss what his comments reveal about current/future fund rates and what it means for inflation and the economy ahead. Social Security and Medicare reform can be considered a politically dangerous discussion. Chris and Jeff talk about the reality of minimized social security benefits, Medicare reform proposed by the Biden administration, and the importance of political decision making for both.

Chris and Jeff are joined by Tracy Ferrie, Boston (band) bassist and worship pastor at Covenant Community Church on Cape Cod. Tracy tells us about his journey picking up the bass and how he became a musician for several artists/bands like White Cross, Rebecca St. James, Sonic Flood, Plumb and Stryper. He shares his personal life experiences that led him to Cape Cod, ministry work, and much more. Chris and Jeff discuss recent lessons learned from a client example and get into overweight legacy positions in single companies or industries and tax topics.

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, review AMR’s Financial Planning webinar on the SECURE Act 2.0 and give updates on Something More as Chris takes back the host seat for the week. Chris and Jeff talk about 529s and Roth plans - some of their recent changes, tax implications, and strategies for use. CIO Brian Regan, CFA®, joins to discuss the economic future and answers a popular question - Will there be a recession? The team brings up relevant economic factors to consider when answering this big question.

Host Jeff Perry, JD, is joined by Chief Investment Officer Brian Regan, CFA®, to talk about geopolitical tensions with China and the Ukraine/Russia war and how it plays into effect on markets. Brian shares his macro perspective and explains how a prolonged war can change his investment thesis for 2023. Jeff and Brian discuss how to get comfortable with being a long-term investor. Brian defines and educates us on common investment ratios, shares his opinions on what worth they have to the individual investor, and gives a few reasons why relying solely on P/E ratio can be misleading. AMR’s Lead Financial Planner Scott Birmingham, CFP®, joins to discuss the importance of a couples money day, things to consider when preparing for retirement, inflation effects on spending, forming a proper estate plan, and more.

Host and IAR Jeff Perry, JD, is joined by AMR’s Marketing Director Cathi Ingersoll to present AMR’s upcoming Financial Planning webinar “SECURE Act 2.0 - 5 Most Important Takeaways.” AMR’s team of advisors will provide important takeaways for how this Act affects retirement savings and more. Jeff is joined by AMR Wealth Advisor Jeff Tomaneng, CFP®, to discuss the most common problem in relationships related to money. Tomaneng talks about money values and the value of good financial communication within couples. The Jeffs then get into the benefits of having joint accounts with your spouse, but a reluctance for shared purchases and accounts for unmarried couples.

On this hour of Something More, AMR team members join for financial lessons that can be taken from Seinfeld (show). They discuss a variety of Seinfeld scenes and episodes that revolve around the characters’ occupations, side hustles, money habits, and more. Whether being frugal or trying to Keep up with the Joneses, they never failed to entertain us with their creative entrepreneurial drive – and teach us a few things along the way. Team AMR considers their takeaways and relates them to modern day.

Host and IAR Jeff Perry and CIO Brian Regan, CFA®, cover financial news and give detail to January's CPI report. They focus on things that stuck out, their lagging effects, and their implications on Federal Reserve and the economy. After, Brian covers sentiments from his recent article "Investing and Lessons Learned from Gamblers" and discusses money supply and ways to value stocks. Jeff is joined by VP of Cyber Risk and Strategy at Thrive, David Sampson. David shares with us his work for Thrive and describes types of cyber security risks to be aware of. He gets into what ransomware attacks are, look like, and how they can be avoided with the right protection. Visit www.Thrivenextgen.com for more information.  

Chris and Jeff discuss the importance of saving to create appropriate financial lifestyles. Sentiments they share is spending less than you make and setting goals for long-term savings. Recent employment data reveals an increase in job reports. How will this affect Federal Reserve decisions? Is the economy stronger than we think? Are these pressure points for a recession? What will effects on markets look like? AMR’s CIO Brian Regan, CFA®, joins the show to talk about it. What are the use cases and societal implications of OpenAI’s ChatGPT, an artificial intelligence language model? What companies are involved with advanced AI technology and how will it affect current industries? Chris and Jeff shift gears and get into it.

CEO Chris Boyd and IAR Jeff Perry start on the discussion of costs of living and average US income. They discuss differences in income and costs of living today compared to a previous time period. Chris and Jeff continue on to challenges people face if they are not in the top 10% of earners in America and how planning your cashflow by taking risks is encouraged due to America’s unique economic culture. They then cover the importance of budgeting, setting goals and being intentional with finances.

CEO Chris Boyd is joined by brother Keats Boyd, who is an estate planning attorney on Cape Cod and president of Boyd & Boyd, P.C. Keats shares with us tools and techniques people can use for tax strategies if they make over a million dollars a year. They discuss estate planning contract considerations for second marriages, irrevocable trusts, and more.

Host and AMR CEO Chris Boyd, CFP®, is joined by his brother F Keats Boyd III, President of estate planning law firm Boyd & Boyd, P.C. Chris and Keats discuss synergies of financial planning and estate planning in the context of tax strategies. They go over estate planning considerations, the Massachusetts millionaire tax, and what this might mean for those with wealth and for those who aspire to build wealth in this nation. They also discuss the domestic and global implications of the most recent Fed rate hike, the current economic environment and how it might apply to your portfolio management.

Chris and Jeff are joined by AMR’s Chief Investment Officer Brian Regan, CFA®, to discuss where the Fed will go next with anticipated fed funds rate hikes. Brian gives an outlook on market expectations while considering the effects of fed funds rate by the end of 2023. They get into discussion on supply chain and gold investments. Chris and Jeff discuss whether and when it makes sense to self-fund your long-term care planning and being intentional about your decisions. These decisions have many complexities that can be better assessed through prudent financial planning. Chris then shares AMR's complimentary portfolio review offer and explains the benefits that come with it. They later get into consumer debt concerns and how to manage debt.  

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, talk about the recent GDP report, employment numbers, consumer spending, and housing data to then give an outlook on what it means for the economy and recession anticipations. They consider the Fed trying to slow the economy and ask, in an event of a recession, how stocks will be affected by these considerations. Marketing Director Cathi Ingersoll and Lead Financial Planner Scott Birmingham, CFP®, join the show to talk about the Bernie Madoff Ponzi scheme: what a Ponzi scheme is and how he pulled off the largest one in history. This leads to a discussion on ethical business practices: what current investors should watch out for and how doing your own due diligence can go a long way.

Chris, Jeff, and Brian get into an animated political and economic discussion about the US debt ceiling. They explain what the debt ceiling is and the economic impact if the US defaulted on their debt. Chris and Jeff talk about how to prepare for a long retirement through prudent financial planning. They discuss financial planning considerations for a long life and share thoughts on how to make a plan to ensure people have enough to live out their days. Later talking about risk preference and five biggest risks people face in retirement.

CIO Brian Regan, CFA®, gives a recap on AMR's Quarterly Economic & Market Update webinar - reviewing 2022 market performances and 2023 portfolio design. Brian talks about the four stages of the pandemic and how a normalization phase can come to fruition in 2023. Given tough market environments in 2022, the AMR Team looks ahead and discusses opportunity in stocks, bonds and cyclical investments. Brian gives his thoughts on a possible recession and how it will affect investments. Did we already hit the bottom of the market? The Team shares financial planning perspectives during a looming recession.

Chris and Jeff get into market effects due to inflation and rising interest rates, specifically looking at bonds and the valuation of stocks. How much do the rise in interest rates change our perspective on traditional portfolio designs? They discuss things to consider when bond investing, dividend reinvesting, and income investing in the context of building a diversified portfolio.

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, cover news on inflation and discuss Consumer Price Index (CPI) trends and what it means for the Federal Reserve in their decisions on raising future interest rates. They get into recession expectations and what it means for markets and jobs. Chris and Jeff discuss a big lottery jackpot and share things that are more likely to happen to you than hit the jackpot. This leads them to discuss having a financial plan and to take advantage of AMR's complimentary portfolio review. 2022 being a tough and unusual investing year, it questions traditional portfolio design. Chris and Jeff ask whether the traditional 60/40 portfolio is broken.

The team gets into why it’s worth having a financial advisor, mentioning the benefits of having a professional on your side to characterize aspects of your financial plan you might not think about. How active are financial planners in tending to your portfolio goals in times of economic and geopolitical changes? Chris and Jeff talk about techniques financial planners take to help mitigate risks with the continued goal of maintaining returns, diversification and strong investment allocation. CIO Brian Regan, CFA®, joins to discuss implications of China policies, Russia/Ukraine war, the US dollar, and more on international investments and opportunities. Will we see de-globalization in a world with high geopolitical tensions? Brian shares his thoughts on the matter. Brian looks at what we know for certain versus what is speculation on changing geopolitical dynamics and how that contributes to the exposure and types of international equities.

CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and Marketing Director Cathi Ingersoll kick-off the first show of 2023 discussing the importance and logistics of new beginnings, setting goals, and planning for the future. Chris shares information on AMR’s complimentary portfolio review offer, which can be a great start to your new year. Whether you have a financial plan already or not, this is a great opportunity to get a non-solicited second opinion on your financial circumstances. Chris and Jeff discuss the conflict between employment data and the Fed's fight against inflation, along with how employment numbers are potentially affecting the markets. The Team revisits the Secure Act 2.0, mentioning a graduated RMD adjustment and other significant changes that can benefit people who are in or approaching retirement.

Chris and AMR’s Lead Financial Planner, Scott Birmingham, CFP®, go through the Secure Act 2.0, its nuances on Roth conversions and more, and what it means for people approaching or in retirement age. We are joined by Cape Cod Times Needy Fund Vice President, Mary Pat Messmer, and Executive Director, Susan Johnson, to talk about their work in the Cape Cod community. They tell us about the growing needs in the community and how their focus on providing payments for housing, utilities, food, medical, transportation and more have benefited Cape Cod. For more information and to make a donation, visit www.NeedyFund.org or call (508) 778-5661. Scott rejoins for the final segment with Chris to talk about AI tools and the implications of the advancement of artificial intelligence. Shifting gears, they explore a WSJ article on how to protect your money in the new year.

There’s no getting around the fact that 2022 was a tough year for investors. Chris gets into what tends to happen after a market disruption. Chris introduces his firm Asset Management Resources’ complimentary portfolio review offer. He gives detail to the two-meeting process that consists of a comprehensive look into your financial circumstances to provide a holistic examination of your financial plan.   CIO Brian Regan, CFA®, joins Chris to discuss the impact of 2022’s market drivers, how they contributed to heavier market volatility, and how that might change in the new year. Brian discusses potential conditions and changes of inflation and the likelihood of a recession in 2023. He goes on to share what he thinks the logistics of a recession would be like and how this new year’s outlook can affect investors.

We are joined by the President and CEO of The Cape Cod Foundation, Kristin O’Malley, to explain the non-profit’s active role in the Cape Cod community. Being 33 years young, The Cape Cod Foundation is known as a “community foundation,” acting as a charitable community trust for the Cape Cod area. They work with donors, individuals, families, businesses and other non-profits and community groups to establish funds with The Cape Cod Foundation, which are pooled, invested, and distributed back into the community in the form of grants and scholarships. Kristen shares with us how they prioritize community needs and the many initiatives they have going on. After, we are joined by Rabbi David Grossman of Temple Beth Sholom to discuss his journey on becoming a Rabbi, and the origins of Hanukkah and its significance to the Jewish community today. He goes on to explain what a miracle is, the role God plays in our everyday lives, and the quality of gratefulness in a person. Shifting gears, Chris and Jeff wrap up the show to remind listeners to take their Required Minimum Distributions before the end of the year and explain the implications of being a beneficiary of another person’s IRA.

Host Chris Boyd, CFP®, and Jeff Perry, JD, are joined by fired-up Brian Regan, CFA®, this hour to talk about the recent rollercoaster week in the market. They start with CPI and explain how its report on Tuesday reflected on the Federal Reserve’s actions on Wednesday and what it all means. Brian explains how an inverted yield curve is a predictor and a cause of recession and shares positive outlook on the odds of a soft landing. Retail sales report show that consumers are feeling the effects of inflation. The team talks about it as Brian shares how he enjoys performing hands-on research on retail supply. This has the team explain how market movements and economic movements don’t necessarily coincide simultaneously, and how it bakes into the Feds decisions when combatting inflation. Brian has his Cramer moment as he shares strong feelings toward the cryptocurrency space and comments on FTX and Binance.

Host Chris Boyd, CFP®, and Jeff Perry, JD, discuss challenges that occur when investing in ESG, recent controversy, what diversity means as an investment firm, and the importance of making informed decisions. CIO Brian Regan, CFA®, explains what a year-end Santa Clause rally is and what it means for markets. The Team discusses the implications of year-end investing patterns and investing frustrations that arise during market down times. They later discuss whether well-known commentators are worth following. Chris, Jeff, and Brian share what shows they are currently watching and more.

Host Chris Boyd, CFP®, and co-host Jeff Perry, JD, are joined by Marketing Director Cathi Ingersoll to discuss the meaning behind “Something More.” Chris gives reflection to and explains what “Something More” means to him and shares how acting as a fulfillment facilitator, focusing on positive, educational, and personal finance topics, is part of the program. Chris and Jeff discuss (un)employment rates as implications of the Federal Reserve’s actions and what we could see ahead. Bad news for unemployment, but good news for the economy, show a continued increase in unemployment claims – a sign that the Fed is effectively slowing down the economy. They later get into ESG considerations and recent issues that have arisen in this investing space that is growing popularity.

Host Jeff Perry, JD, is joined by President and CEO of the Cape & Islands United Way, Mark Skala, to speak about charitable giving this time of year, mentioning statistics that illustrate December as the largest donating month of the year. Mark shares the story of the United Way’s mission and the impact they make on the Cape Cod community through their grant programs for small to large projects, which focus on education, health (food security included), financial stability, and affordable housing. They speak on ways to give, volunteerism, and more. CIO Brian Regan, CFA®, joins to discuss market and financial news related to the implications of the recent comments made by Federal Reserve Chairman Jerome Powell. Jeff and Brian mention recession possibilities, a near-term bottom for the stock market, diversified asset allocation, and real estate. Brian shares his growth in optimism from six months ago and much more. Marketing Director Cathi Ingersoll joins Jeff to talk about and pay tribute to Christine McVie of Fleetwood Mac.

Host Jeff Perry, JD, is joined by Sheriff Jim Cummings of Barnstable County Sheriff’s Office to discuss his time and career in law enforcement, from entering the Framingham State Police Academy in 1974 to becoming Sheriff in 1999. He shares investigation stories from his rookie career and his journey on how he got to where he is today. They speak on Barnstable County’s drug, alcohol, and mental health rehabilitation efforts and its effects on recidivism rates in the area. After, AMR's Wealth Advisor Jeff Tomaneng, CFP®, joins the show to talk about holiday shopping, planning, and budgeting.

Host Jeff Perry, JD, is joined by Adam Burnett, Executive Director of Champ Homes, to speak about the organization and how Champ Homes acts as a support system for those with housing instability. Adam mentions recent trends of Champ Home stayers are in direct correlation with the recent “housing crisis.” With the goal of instilling self-advocacy, Champ Homes works with people motivated to turn their lives around. They measure their success rate by the number of people who move on from Champ Homes. Jeff is joined by CIO Brian Regan, CFA®, to talk about Brian’s recent article New World Order or Continued Global Economy? published on TheStreet.com. They get into a geopolitical discussion, and then cover financial market news as Brian shares his opposition to the cryptocurrency market.

IAR Jeff Perry, JD, and AMR’s marketing team Cathi Ingersoll and Armen Avakian open with a show outline and talk about holiday budgets and consumer debt. Chuck Nardozza, Managing Director of Travel Sales at AAA, talks about 2023 travel trends, mentions demand levels as people become more eager to visit family/friends during a post-pandemic feel, and shares the benefits of using AAA. Jeff and Armen discuss AMR as a toy drop-off location for Toys for Tots and an AMR social media marketing campaign of asking advisors of a great piece of financial advice.

Chris, Jeff, and Co-host Dan Wolf, founder and chairman of Cape Air, are joined by CIO Brian Regan, CFA®, to discuss cryptocurrency, real estate, and equity market conditions. Brian enlightens us on economic theory that drives currency on a discussion of the US dollar. Brian shares where he would take the economy if he was chairman of the Federal Reserve. Chris and Jeff shift gears to talk about the holiday season and share AMR’s involvement in the community, acting as a toy drop-off location for Toys for Tots.

Co-hosting our show is Founder and Board Chairman of Cape Air, Dan Wolf, along with Chris and Jeff, as they talk about Dan’s venture starting Cape Air. They discuss entrepreneurship, the difficulty to break into markets given increased barriers to entry and the involvement of political regulation. Dan expresses his interest in electric airplanes and sustainable aviation. The team gets into the evolution of climate change sentiments. The team mentions recent political news to have a political discussion.

We are joined by Karen Rinaldo and Kevin Doyle, authors of In the Wake of the Mayflower, to discuss the historic event of the first Thanksgiving. Karen shares and talks about her unique painting that accurately depicts the encounter of 90 Wampanoags and 53 Mayflower-surviving pilgrims, “The First Thanksgiving – 1621.” She shares how she got involved in creating this piece, the steps she took in constructing the image, and where her painting is today.  Karen and Kevin talk about their journey in what led them to self-publish their book. They speak on spiritual value in the native population, sacrifice, and having a philosophy to better understand people. In the Wake of the Mayflower (book): https://www.plimoth.com/products/in-the-wake-of-the-mayflower Chris and Jeff shift to talk about election results and sentiments relating to where we might be headed as a nation.

IAR Jeff Perry, JD, and CIO, Brian Regan, CFA®, give financial news on the downward trending CPI report. Brian discusses his focus on CPI cost considerations of shelter, durable goods, and medical services, and explains how these costs are measured month-over-month and year-over-year. They take into consideration and discuss the implications of the lag time between data points. Brian shares his thoughts on energy while looking at crude oil prices. They talk about inflation, the Federal Reserve’s actions based on real-time and backwards looking data. Brian and Jeff share their thoughts on issues in cryptocurrency markets, commenting on FTX, Bitcoin, and more.

As Veterans Day approaches, we are happy to be joined by the Cape and Islands Veterans Outreach Center’s Treasurer, Bill Blaisdell, and Outreach & Programs Manager, Barbara-Anne Foley. They join us to discuss the services they offer to Veterans on Cape Cod through expanding programs like their food pantry, housing services, counseling and case management services, and transportation services for Veterans and their families. Barbara and Bill express their openness in accepting and ease of qualifications in helping US Veterans from all over in any way they can through their services mentioned. They talk about the importance of supporting Veterans through their partnerships and services. They promote their Veterans Day program, sponsored jointly with the town of Barnstable, will be held on the second floor of the Barnstable Townhall at 10:30 AM on Veterans Day preceded at 9:30 by a memorial service on the green just outside of town hall. The general public is encouraged to attend both events. There is no fee to attend and refreshments will be available. Visit CapeVeterans.com or call (508) 778-1590 for more information.

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, are joined by Cape Cod journalist and former news director Matt Pitta to speak on all things in the upcoming Massachusetts election. They discuss running candidates in many of the areas of service, their points of views and many of the possible outcomes from this year’s election. They later get into ballot questions and the implications of a “yes” vote and a “no” vote.

CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and CIO Brian Regan, CFA®, talk about Q3 GDP trends, inflation, earning reports, and more. As GDP trends lower, what does this mean for the future of our economy? Brian comments on inflation data mentioning the state of spending in durable goods and services. How likely is a recession and when will that occur? Brian shares an investors sentiment based on the S&P 500 being forward looking and earnings being backward looking. Brian shares bull and bear cases for specific stocks. Chris and Jeff discuss scenarios of lost 401k’s and collections of investments. They get into what can be done and realities with retirement accounts in these scenarios. Chris and Jeff cover 7 things not to do when you retire in regard to retirement spending, social security, spending investment capital, debt, inheritance, healthcare, and planning.