CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, get into a client inquiry that makes a case for investments in gold stemming from fear in current market conditions. Chris advises against making decisions based on fear and cautions listeners on guarantees with an annuity example. Jeff gives a market update on employment rates and brings up the Federal Reserve’s plans on their plan to cut inflation. They discuss the implications of stimulus keeping markets afloat during the height of covid and what that means today. They stress time in the market over timing the market. They bring up better news from the IRS on tax bracket adjustments but shift gears into international matters on UK’s Prime Minister resignation, European economy, energy consumption, and more.

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, are joined by Barbara Cotton, Executive Director of the American Red Cross, to discuss the local chapter’s involvement in the community and greater areas around the world. She explains and gets into their contributions in helping the Cape Cod community and broader areas of the world that are affected by natural disasters and the Ukraine War.  Visit www.redcrossblood.org for more details. We are joined by the Heroes In Transition (HIT) Annual Fall Gala committee Nicole Spencer, Sarah Daley, and Kristen Boyd. They talk about the organization, share the implications of being a private non-profit, their equine therapy program, and share information about the 13th Annual Fall Gala. The Fall Gala will take place on November 12th, 2022 at The Coonamessett Inn in Falmouth, MA, with the theme being “We Are Family.”  Visit https://heroesintransition.org/fall-gala/ for more information. Chris and Jeff discuss the upcoming Massachusetts election ballot questions, get into the implications of possible outcomes, and throw some of their opinions in the mix.

CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and CIO Brian Regan, CFA®, dig into the release of recent CPI data for September. Brian shares good and bad news, and focuses on the medical services and shelter measurements of CPI, its effects, and how the Federal Reserve can respond. What can we do as investors? Brian talks about some correlations between NASDAQ and treasury markets. The Team gets into the big inflation picture. Brian stresses the effects of medical care and rent measurements and urges everyone to watch and listen to AMR’s Q4 Economic & Market Outlook webinar (on www.AMRfinancial.com). Chris and Jeff lighten the mood and discuss the announcement of social security benefits getting their biggest boost since 1981. They talk about what that means for the average person and further implications. Later they share some data on what millennial debt looks like.

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, are joined by Douglas MacDonald, President & CEO of Murray & MacDonald Insurance Services, Inc., to discuss insurance implications of hurricanes. They talk about the circumstances of Florida’s Hurricane Ian, which Doug shares insight on from an insurance standpoint. How does one address insurance issues? What factors should people consider when thinking about purchasing different types of insurance? Doug shares answers to these questions and sheds light on some challenges insurance can save you from. He gets into insurance deductibles and explains certain differences between varying types of insurance and more. Chris and Jeff are later joined by CIO Brian Regan, CFA®, to discuss National Financial Planning Month. They share stories and reveal the reality of the importance of good habits and intentionality in financial planning.

CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and CIO Brian Regan, CFA®, talk about Chris’s trip to Portugal and segue into European economic challenges and how they affect the US economy. In the context of a tough winter, Brian mentions the difference between natural gas, oil, and petroleum, and talks about US trade partnership and inflation. Brian speaks on volatility and mentions treasury and stock selloffs in a “liquidity event.” They put perspective behind portfolio management, mentioning long-term investors buying on sale. The Team gets into the national debt and talks about the potential ramifications of a high national debt. When is the tipping point? They discuss the issue of lenders confidence. Brian uncovers some misconceptions of US debt and expresses necessary times when countries should run a deficit.

Host and IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, open this hour talking about criticism given by Economist and Professor of Finance at the Wharton School of the University of Pennsylvania, Jeremy Siegel, on the Federal Reserve and its attempt to bring down inflation. Brian shares similar sentiment with the professor of Fed tightening timelines and gives insight on home mortgages and its effect on the average person. Brian discusses expectations on fed fund rates in 2023 and reveals how much fed fund rates affect yield curves. He takes a macro view of what the Fed is doing today and what they might do in a year from now. Taylor White, Sandwich Town Clerk, joins Jeff to discuss upcoming elections, ballot questions, voter identity, early voting, and more, sharing the goals and challenges of his role and election officials.

Host and IAR, Jeff Perry, JD, is joined by AMR's marketing team to talk about customer service week with examples of good customer service and how it's rewarded. They shift to explain an upcoming marketing campaign that entails asking AMR advisors to give their best financial tip, discussing the inception and execution of the series. Wealth Advisor, Jeff Tomaneng, CFP®, joins and teases his best piece of financial advice - what he would tell his younger self. They bring up the college planning process from past week's show and stress the importance of college fit. Jeff and Jeff shift gears to talk about logistics of financial planning and explain the ways they work with their clients. They emphasize what clients can do to elevate the level of service a fiduciary financial planner can give. They discuss values revolving around money and state the importance of budgeting during an inflationary economic period.

CEO, Chris Boyd, CFP®, and Marketing Director, Cathi Ingersoll, discuss AMR’s most recent quarterly newsletter: Resources Review, which promotes AMR’s most recent and upcoming events from campaigns and webinars to AMR's involvement in the community. They discuss making sure to take RMD’s and talk about the importance of IRA contributions. They bring up the recent Massachusetts tax rebate and discuss voting on whether there should be a differentiation of income taxes for Massachusetts residents. Chris talks about how to reevaluate risk tolerance, how inflation and the Fed funds increase has impacted retirement accounts, and looks at it through a long-term lens.

CEO, Chris Boyd, CFP®, and CIO, Brian Regan, CFA®, cover things discussed in the 9/21 Fed meeting. Brian shares with us that even as the Fed fund rate increase of .75% was the highlight, he thinks there were more important factors to consider. He brings up significant points on further rate hike expectations, long and variable lags, housing market softening, impacts on bonds, and more - all to hawkishly combat inflation. Brian describes what a Barbell approach is in regard to bond investing and mentions where there might be the best risk-reward on the yield curve. He shares how company earnings might respond to inflation levels and gives bull- and bear-case scenarios. On inflation, Brian compares today's inflationary period to the 1970's, differentiating economic variables that are weighted heavier today than the '70's. Later, Brian gives us a history lesson on where Central Banks came from, how the Federal Reserve was created, and what their role was/is in the economy.

CEO, Chris Boyd, CFP®, and Wealth Advisor, Jeff Tomaneng, CFP®, are joined by Cozy Wittman, Education and Partnership Manager of College Inside Track, to discuss college planning and trends. She shares with us how she helps students prepare for the college investigation and selection process by explaining when students should start their search, important factors to consider, how to be a good fit, and more. Cozy goes on to explain college admission trends and covers test-optional claims, a post-covid college admission environment, Early Decision considerations, tier level colleges, and more. She then shares College Inside Track's perspective on the latest student loan dismissal and how it relates to conversations with students and their parents. IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, join for the last segment to talk about different types of bonds, mentioning bank loans and collateralized loan obligations (CLOs).

CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, discuss recent economic news and what has been going on in the market. Brian updates us on CPI, inflation and other market indicators that the Federal Reserve considers. Brian answers some logistical and foundational questions on the developing supply of goods, inflation's timeline back to normalcy, and trends in the economic environment, and more. The Team brings up the 2- and 10-year yield curves and discusses what they mean with both short-term and long-term exposure, and much more.

CEO, Chris Boyd, CFP®, Marketing Director, Cathi Ingersoll, and Wealth Advisor, Jeff Tomaneng, CFP®, open the hour by appreciating being named Top 3 Financial Planners and Investment Firms by The Best of Cape Cod and being nominated Top 3 Financial Planners by The Best of Upper Cape Cod. They shift gears to share investment sentiments and expressions that investors tend to hear. Things like, "sell in May and go away," "cash is king," "when the tide goes out, you see who's swimming naked," and more. They discuss these expressions and ask when you should heed them and when you should ignore them. They progress into discussing a Kiplinger Article, Protect Your Retirement Income from Inflation, covering considerations of how to withstand market volatility, the importance of being thoughtful and intentional, and more.

AMR's CEO, Chris Boyd, CFP®, Lead Financial Planner, Scott Birmingham, CFP®, and CIO, Brian Regan, CFA®, open the show talking about the job market environment and its implications on the Federal Reserve's rate hike outlook. They discuss the change in natural gas flow through Europe's Nord Stream pipeline, what it means for that region, and then mention US petroleum reserve levels and what that means. The Team shifts gears to discussing the rental housing market, where finding affordable rental housing has been a challenge as they mention the importance of having housing options.  They cover the Buffett Indicator, what it is and how it can be a good indicator of an overvalued or undervalued market environment. Brian cautions us on relying too much on one particular data point. They discuss whether it’s better to start your retirement investments during a bull market vs bear market. AMR's Marketing Director, Cathi Ingersoll, joins as Chris answers questions on market drivers/indicators, college planning, and more. 

CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, open this hour continuing their discussion on a Wall Street Journal article, 20 Ideas for Adjusting Your Stock and Bond Portfolio. The topics covered were strategic asset allocation in volatile markets, dividend-growth stocks, making incremental shifts, investors timeline and more. Chris and Jeff discuss a client insurance situation, explaining the commonality of expiring insurance and what considerations go into evaluating whether a person needs to renew and more.

Chris and Jeff open the show on Chris’s birthday celebration at a James Taylor concert, one of his favorite restaurants and more.  Jeff shares context of Labor Day: where the holiday came from, why we celebrate it and what it means today. CIO, Brian Regan, CFA®, joins the show and shares his thoughts on current economic market drivers, focusing on earnings and interest rates. The Team then continues discussing 20 Ideas to Adjusting your Stock and Bond Portfolio, an article by The Wall Street Journal.

CEO, Chris Boyd, CFP®, and IAR, Jeff Perry, JD, are joined by Certified Student Loan Professional, Belle Osvath, CFP®, CSLP®, to explain the logistics of student loan forgiveness: who it affects, what it means for those who qualify, Pell Grants, and more. Chris and Jeff give their perspectives on student loan forgiveness, the government’s role and how they see it affect the economy and society. AMR’s CIO, Brian Regan, CFA®, joins the conversation to discuss 20 Ideas to Adjusting your Stock and Bond Portfolio, an article from The Wall Street Journal.

CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, open the hour talking about the market and economy. They discuss short- and long-term outlooks of inflation, bringing up three main inflation forces - monetary policy, fiscal policy, and supply chain issues related to the pandemic. Brian mentions when we feel the effects of the Fed fund rate hikes. Brian answers questions on meme stocks and explains gamma squeeze, stock options, shortages and more.

IAR, Jeff Perry, JD, is joined by President and CEO of the Cape Cod Canal Region Chamber of Commerce, Marie Oliva. They discuss business conditions on Cape Cod as Marie characterizes prominent industries for the economy. They talk about challenges the Cape faces, recommend existing resources for small businesses and explain the Chamber's role in the community. Jeff Perry, JD, dives into estate plans, covering what they are, their benefits and the downfalls of not having one. He emphasizes creating a stable life for your family through estate planning, describing what power of attorneys, healthcare proxies and living wills are.

Host and IAR, Jeff Perry, JD, and Wealth Advisor, Jeff Tomaneng, CFP®, open the show updating listeners on AMR’s upcoming Financial Planning webinar on Wednesday, August 24th. They discuss the Inflation Reduction Act, explaining what it is, how it affects inflation and what it can mean for you. Soon after, Jeff and Jeff look into financial advice given from America’s Founding Fathers and see how they relate to today’s financial environment, elaborating the importance of budgets and much more.

While feeling the effects of inflation, CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and Wealth Advisor, Jeff Tomaneng, CFP®, uncover ways to keep a flexible budget while still being able to travel and have summer fun. AMR's Lead Financial Planner, Scott Birmingham, CFP®, joins as the team discusses how to deal with risks and challenges that people face in retirement.

CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, connect this first hour on current market landscapes and what certain economic and federal outcomes can mean for investors. The Team brings up the topic of supply chain disruptions in the semiconductor chip space, and mentions the effects on the chip industry from geopolitical tensions in Taiwan. The Team gets into legislative discussion on the inflation reduction act. They cover the effects this act has on investors.

This hour, we are joined by Christine Benz, Morningstar's Director of Personal Finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances, and Jeffrey Ptak, CFA®, Morningstar's Chief Ratings Officer; both are hosts of The Long View podcast. They share insights about what's happening in the world of personal finance, the valuation of markets, how to evaluate ESG and more. Podcast: https://www.morningstar.com/podcasts/the-long-view LinkedIn: Christine Benz - https://www.linkedin.com/in/christine-benz-b83b523 Jeffrey Ptak - https://www.linkedin.com/in/jeffrey-ptak-cfa-5977978 Twitter:  Christine Benz - @christine_benz  Jeffrey Ptak - @syouth1 *Episode recorded on Thursday, August 4th, 2022*

CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, have an economic discussion in this hour. Brian gives a July market retrospect, discussing market drivers like earning reports, slowing inflation, a long-term interest rate outlook, and more. Brian shares thought provoking emotional biases and cognitive errors investors can have toward their investments.

Team AMR opens the hour discussing fear-based decision-making in the midst of tough market environments, and how to best alleviate financial stresses. They cover common mistakes investors make and go over a GOBankingRates article, "8 Purchases Retirees Almost Always Regret." Budgeting and stress-testing your financial plan to minimize mistakes and regrets during retirement grows in discussion.

CEO, Chris Boyd, CFP®, and IAR, Jeff Perry, JD, jump into economic discussion, talking about Q2 GDP, a recession, the Federal Reserve, financial news, and more. Chris and Jeff are joined by Loan Officer Savannah Fabbio from Shamrock Home Loans, Inc. to discuss the economic and interest rate environment and how they effect home mortgages and the real estate market.

CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and Lead Financial Planner, Scott Birmingham, CFP®, talk about the down market and discuss what millionaires typically do when in Bear Market territory. The Team covers AMR's financial planning process, explaining the attention AMR puts in when forming and stress testing a financial plan. Chris brings up the importance of understanding the client's circumstances. Scott describes what a Monte Carlo simulation is and why it is helpful.

CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA, discuss and give context to the causes and reasons for inflation and its effects on the economic environment. Brian covers the difference between Headline and Core inflation and why it matters. Brian gets into the bond yields, mentioning the implications and logistics of investing in high yield bonds. He shares his outlook on the stock and bond markets, the federal reserve, interest rates, mortgage rates and more.

IAR, Jeff Perry, JD, and Wealth Advisor, Jeff Tomaneng, CFP®, discuss investor psychology, covering client sentiment, consumer confidence, recency bias and behavioral finance. They get into tips on coping with inflation, mentioning to be more mindful on your wants, finding substitutes for activities, finding a side job and more. They also discuss options to consider for your retirement accounts when you change jobs, advising taking control of your money in your plans.

Jeff Perry & Brian Regan discuss inflation (Core vs. Headline) and the PCE price index, which the Federal Reserve prefers for economic analysis. They talk about the USD strength relative to interest rates around the world and the international trade balance. Brian’s latest article “Finding Your Financial Advisor” was recently published on The Street. In this article he emphasizes that a good financial advisor will help you determine your risk preference and invest within in.

IAR and Host, Jeff Perry, JD, and Co-host and CEO, Chris Boyd, CFP®, are joined by AMR's Lead Financial Planner, Scott Birmingham, CFP®, to discuss ways you can prepare for retirement. Scott explains the complexity behind the amount of money you should save for retirement and what variables you should consider. Wealth Advisor, Jeff Tomaneng, CFP®, joins the conversation about bucket strategies - creating diverse money buckets for your various financial needs and foreseen expenses. Chris and Jeff get into life insurance, covering how to decide whether a person needs it or not, how much life insurance a person needs, renting vs owning life insurance, types of life insurance, and how to do it in the context of a financial plan.

Investment Advisor Representative and Host, Jeff Perry, JD, and co-host and AMR CEO, Chris Boyd, CFP®, are joined by CIO, Brian Regan, CFA®, as they cover a market outlook. They touch on bear market territory, inflation, the Federal Reserve, changing dynamics and more. Jeff and Chris are joined by AMR's Lead Financial Planner, Scott Birmingham, CFP®, to discuss all things retirement. How much do you need? How much should you save? What does the average American do?  Chris gives a lesson on making decisions out of fear. Scott discusses the Financial Planning process AMR goes through as they get to know their clients and what facets are important to focus on.

CEO and Host, Chris Boyd, CFP®, and Director of Marketing, Cathi Ingersoll, are joined by Linda Peters, Co-Chair of Fan Relations for the Falmouth Commodores of the Cape Cod Baseball League (CCBL). She discusses the originations of the league, how college athletes get into the CCBL, and how the league is perceived by the MLB. Chris, Cathi and the team get into Fourth of July festivities on Cape Cod and their favorite summer pastimes. "It's not summer until..." 

This July 4th weekend, CEO, Chris Boyd, CFP®, and IAR, Jeff Perry, JD, touch on AMR's involvement in the community and with organizations that benefit the community at large. Chris and Jeff give a briefing on stock, bond and crypto market conditions, mentioning the oddity that both stocks and bonds are in decline. They shed light on the implications of inflation, the Federal Reserve’s response, Ukraine’s War, and more. Chris gives some tips and acknowledgements for investors in today’s markets and ideas on how to prepare to fight inflation.

Kristen Mitchell Hughes, VP of Tourism Marketing for the Cape Cod Chamber of Commerce, promotes Cape Cod events that are occurring on Cape Cod for the Fourth of July and the summer time. CapeCodchamber.org

Host and CEO, Chris Boyd, CFP®, is joined by co-host, Annie Hart Cool, Real Estate Professional at Sotheby’s International Realty, and guests Kurt Raber, Owner/Partner of Catalyst Architecture / Interiors Inc., and Paul Tardif, Esq. P.C., Attorney at Tardif Law. They discuss Cape Cod housing matters, such as zoning, "the lost middle", home financing, and changing dynamics. Annie Hart Cool - https://anniehartcoolteam.com/ Kurt Raber - https://catalystarchitects.com/ Paul Tardif, Esq. P.C. - https://www.tardiflaw.com/

Host and CEO, Chris Boyd, CFP®, is joined by a panel of housing experts to discuss Cape Cod housing issues to opportunities. Joining is CEO of Housing Assistance Corporation (HAC), Alisa Magnotta, Real Estate Professional with Sotheby's International Realty, Annie Hart Cool, and President & CEO of Murray & MacDonald Insurance Services, Douglas MacDonald. Their expertise in the market creates an in-depth discussion between panel members on the logistics of the Cape Cod housing community and market. Alisa Magnotta - https://haconcapecod.org/ Annie Hart Cool - https://anniehartcoolteam.com/ Douglas MacDonald - https://riskadvice.com/  

Chris and Jeff open the second hour talking about market environments, investments, and financial planning, giving their audience food for thought during down markets. Chris shares clips from a recent interview he hosted with JP Morgan’s Chief Global Strategist, Dr. David Kelly, discussing current economic outlooks and insights for the common investor.

CEO, Chris Boyd, CFP®, and IAR, Jeff Perry, JD, discuss core and headline inflation and how the Federal Reserve is dealing with it, getting into the implications inflation has on various markets (stock, bond, energy, labor, crypto). They further cover how geopolitical conditions attribute to the change of dynamics in the west.  Chris takes two on-air calls and gives his outlook on crypto investments and long-term investing. 

IAR and Host, Jeff Perry, JD, is joined by Paul Niedzwiecki, CEO of the Cape Cod Chamber of Commerce, to discuss current economic environments on Cape Cod. They talk about systemic problems on housing and the economy, mentioning labor supply shortages, population shifts, bridges, energy initiatives, and the Blue Economy. Paul explains how the Chamber is working to better such projects and programs, and gives his 2022 summer projects. Director of Marketing, Cathi Ingersoll, and Lead Financial Planner, Scott Birmingham, CFP®, review AMR's most recent Financial Planning webinar, discussing key points from the team and guest speakers. Scott answers a client question on whether converting a Roth IRA during a down market is a wise decision.

IAR and Host, Jeff Perry, JD, is joined by CIO, Brian Regan, CFA®, as they discuss stock market conditions. Brian describes a preferred long-term outlook one should have at this moment in time, mentioning behavioral biases that are noticed in difficult market environments. They discuss the difference between headline and core inflation, mentioning the Federal Reserve and geopolitical tensions abroad. Director of Marketing, Cathi Ingersoll, and Lead Financial Planner, Scott Birmingham, CFP®, uncover a list of 2022 travel trends while discussing how travel and vacation fit into your financial plan.

Host and CEO, Chris Boyd CFP®, is joined by members of the AMR team to discuss risk tolerance and how it plays a big role on what kind of investor you are. They mention client expectations and how behavioral coaching is a part of their job. After, Senior Vice President of The Federal Savings Bank, Bob Tranchell, joins the show, covering reverse mortgages. He talks about Home Equity Conversion Mortgages (HECMs), Home Equity Lines of Credit (HELOCs), how to qualify for a reverse mortgage, and how they help people prepare for their future. The team shifts gears to recognize Business Etiquette Week, sharing best practices when it comes to business communication, presentation, and behavior in the workplace. 

CEO, Chris Boyd, CFP®, CIO, Brian Regan, CFA®, and IAR, Jeff Perry, JD, open the show talking about the movie theater business, mentioning Top Gun: Maverick. The opening crew soon gets into OPEC's increased amount of oil production and the implications this has on inflation and commodity markets. Brian explains what oil production in the United States looks like. After, Wealth Advisor, Jeff Tomaneng, CFP®, joins the show as the gang gets into what clients should expect from the average financial advisor/planner, mentioning asset classes and risk profiles.

CEO, Chris Boyd, CFP®, opens the show recognizing Memorial Day and AMR's helping hand in the community. CIO, Brian Regan, CFA®, Marketing Director, Cathi Ingersoll, and Lead Financial Planner, Scott Birmingham, CFP®, join the show to discuss current market outlooks, giving historical comparisons on inflation and further economic factors. After, Brian and Scott answer a few client mailbag questions on commodity investing, required minimum distribution, and financial goals during high inflation. After, some of the team then gets a chance to share their favorite summer pastimes and what they have planned for the summer ahead.

Host and CEO, Chris Boyd, CFP®, opens the show recognizing Asian American and Pacific Islander Heritage Month. He then transitions his attention to market conditions with CIO, Brian Regan, CFA®, and IAR, Jeff Perry, JD. They get into mistakes investors make in volatile markets and discuss having a long-term market outlook, buying stocks at a discount, diversification and inflation. Michelle DeSilva from Cape Cod Cares for the Troops joins the show to talk about their work for American Veterans everywhere. They mention Memorial Day and honor American troops that made the ultimate sacrifice. They discuss the impact the non-profit has on American troops all over the world, and the services they prioritize everyday.

Host and Investment Advisor Representative, Jeff Perry, JD, is first joined by Chief Investment Officer, Brian Regan, CFA®. They discuss market conditions during today's inflation rates, what the federal reserve is doing, what makes stocks attractive and more. Wealth Advisor, Jeff Tomaneng, CFP®, joins the show covering how to cut back on personal spending during an inflationary environment, detailing cashflows and expenses. Marketing Director, Cathi Ingersoll, joins to share information on AMR's upcoming Financial Planning webinar (June 8th @ 10am ET), which covers property and casualty insurance, and "Spending your Kids' Inheritance."

Host and Investment Advisor Representative for AMR, Jeff Perry, JD, starts the show mentioning Armed Forces Day, and thanking the men and women of the United States Armed Forces.  Investment Advisor Representative for AMR, Mike Perna, CFP®, joins to continue to share "The Ten Things [He] Learned from 40 Years of Financial Planning." Mike covers the importance of investing into a retirement or savings program earlier than later, difference between good debt and bad debt, not forsaking secondhand, and more.  AMR's Chief Investment Officer, Brian Regan, CFA®, joins and discusses turbulent market conditions, mentions a bear market outlook and covers main reasons for big sell-offs.

This hour, AMR's CEO, Chris Boyd, CFP®, and Investment Advisor Representative, Jeff Perry, JD, give perspective on challenges investors are facing in current equity markets. They mention giving the market time vs timing the market, what a bear market is vs a correction, changing dynamics and more. After, Investment Advisor Representative, Mike Perna, CFP®, joins the show to discuss his recent write-up, "The Ten Most Important Things I Learned in 40 Years of Financial Planning." Chris and Jeff close out the show sharing a few clips from past economists that have been on the show.

In this hour, AMR's CEO, Chris Boyd, CFP®, and Investment Advisor Representative, Jeff Perry, JD, discuss last week's 15 year anniversary show and then get into economic, political, and geopolitical topics. They mention inflation and the Federal Reserve's implementation of a tighter monetary policy, rising interest rates, current stock market conditions, and much more, explaining the implications of them all.