Host and AMR Investment Advisory Representative, Jeff Perry, JD, and Marketing Director, Cathi Ingersoll, open the show. Cathi answers a financial literacy question and talks about upcoming AMR updates. After, Jeff is joined by AMR's Lead Financial Planner, Scott Birmingham, CFP®, and IAR, Mike Perna, CFP®, MBA, to talk about retirement planning within saving and investing. They discuss systematic savings through different avenues, the important decision of retiring, how not to run out of money in retirement, long term care, and much more. Listen through as Jeff asks AMR's advisors a few financial literacy questions.

AMR CEO, Chris Boyd, CFP®, and the team open the show at a high level, outlining the hour while mentioning 15 years of radio/podcasting. AMR CIO, Brian Regan, CFA®, briefs his recent article on how expensive your politics can be for you. In recognition of National Volunteer Month, Brian and AMR Wealth Advisor, Jeff Tomaneng, CFP®, talk about their volunteer work in their respective communities, and discussing the importance of giving back to the community you’re involved in. After, more of the team joins the show to talk about the changing dynamics of market conditions. They cover the Secure Act 2.0, discussing the implications of raising the Required Minimum Distribution age. Later, they get into Home Equity Line of Credits (HELOC), what it is and how it can be beneficial. 

AMR's CEO, Chris Boyd, CFP®, and Marketing Director, Cathi Ingersoll, open the show with a few tidbits on volunteerism and outline the agenda of the show. AMR's CIO, Brian Regan, CFA®, and Wealth Advisor, Jeff Tomaneng, CFP®, get into the changing dynamics of market conditions, starting with the recent drop in Netflix stock price, and further discussing trends in subscription model companies.  They later tackle how 48% of Americans with incomes over $100k are living paycheck to paycheck, and cover the importance of saving and growing your cashflow. They further explain the 4% rule of retirement and discuss appropriate withdrawal rates. 

Host and AMR CEO, Chris Boyd, CFP®, is joined by Cape & Islands United Way President and CEO, Mark Skala. They discuss the United Way's involvement in the community with a focus on impact, sustainability, and relevance.  Cape & Islands United Way's roots of volunteerism are led by encouragement and support in their community. Their most important issue to focus on today is housing. 

Host and CEO, Chris Boyd, CFP®, and CIO, Brian Regan, CFA®, refreshes listeners on AMR's most recent Economic & Market Outlook webinar, uncovering key drivers of the economy's markets. With bad news highlighting high inflation, gas prices, interest rates, and the war in Ukraine, Brian and Chris shed light on positive news that we can take away from current economic environments. They discuss how the Federal Reserve is being combative toward such gloomy conditions and what it all can mean for the near future.

Host, Jeff Perry, JD, keeps the show's focus on Financial Literacy Month, starting with talking about credit scores, how they are determined, and what it means for your ability to receive loans.  AMR's Chief Investment Officer, Brian Regan, CFA®, joins the show to talk about what financial literacy means to him and answers a finance question on bonds. Later, Brian explains what a recession is and what the effects of current economic and geopolitical circumstances mean. AMR's Marketing Director, Cathi Ingersoll, joins to wrap up the show to discuss AMR's upcoming webinar, the show's 15 year anniversary, and Financial Literacy month.

Chris, Jeff and Brian start the hour off talking about a 401k Secure Retirement Bill that is in congress's hands at the moment. They shift the conversation to discuss geopolitical implications of the Ukraine/Russia war, inquiring on the dominance of the U.S. Dollar. Chris looks forward to the 15 year anniversary of the Something More with Chris Boyd show on May 5th, and talks about the times and the changed environments over the years. The team discusses the Great Resignation, its implications on the job market, and what to think about if you plan on taking part in it.  Chris is joined by Sullivan & Sullivan Auctioneers, LLC to talk about their Real Estate auction work in the community. The discuss how the auction business works, how they operate, and upcoming events.

AMR's CIO, Brian Regan, CFA®, talks about his attendance on a fixed income panel at the Private Wealth New England Forum, and the discussion around the 10-year Treasury yield, what it looks like given current conditions and where it is going. The team then discusses ways the Federal Reserve combats inflation, economic increase rates, the concept of money supply, and implications of rising interest rates. 

AMR's CEO, Chris Boyd, CFP®, is joined by IAR, Jeff Perry, JD, to go over and answer a client question on why their portfolio is looking downward. They cover the Ukraine war, rising interest rates, and other factors that create downward pressure on stock and bond markets. They discuss the benefits of maintaining a diverse portfolio through strategic asset allocation. AMR's IAR, Mike Perna, CFP®, joins the show to unravel hidden tax traps and mistakes people make when filing their taxes. He also shares tips on how to avoid these tax inconeveniences. 

AMR's CEO, Chris Boyd, CFP®, is joined by Jeff Perry, JD, for the hour to discuss AMR's new Something More Mentoring program, which is a monthly educational on personal finance.  They further discuss rising interest rates, the role the government plays on U.S. free markets, and current economic conditions given domestic and geopolitical events, and their implications on the world abroad.  Later, they lighten the conversation up with a mention of the Oscars. 

Jeff is joined by AMR's Chief Investment Officer, Brian Regan, CFA®, to review his market discussions on AMR's most recent Financial Planning webinar. He further shares his thoughts on current market environments in today's economic and geopolitical conditions. Jeff and AMR's Marketing Director, Cathi Ingersoll, introduce Something More Mentoring (SMM) program: a new program hosted by AMR and mentored by Jeff Perry, JD.  If someone you know has personal and financial goals, but doesn't know where to begin in managing their financial obligations, look no further. The SMM program provides a personal finance coach that leads you through a valuable education process. Nicole Spencer, Executive Director of Heroes in Transition, closes out the show to discuss how they support local veterans and to talk about their annual Ruck race coming up April 29-30.

Host, Jeff Perry, JD, an Investment Advisor Representative for AMR, and Marketing Director, Cathi Ingersoll, open the show mentioning AMR’s most recent financial planning webinar and how to view it. They also discuss the current situation in Ukraine and cover ways we can help Ukrainians. Jeff is then joined by special guest, Dave Sampson, Vice President at Thrive, to talk about cybersecurity. Whether you’re an individual, a small business or a large one, Jeff and Dave go over the importance of how to stay protected from cyber attacks and best practices people should consider when trying to stay vigilant.

CEO, Chris Boyd, CFP®, is joined by AMR's Lead Financial Planner, Scott Birmingham, CFP®, to discuss things to think about as it relates to investing and planning for retirement during an inflationary period.  After, Chris and Scott are joined by Mike Perna, CFP®, an Investment Advisor Representative at AMR. He discusses things that trigger audits, and shares tips on how to avoid making typical mistakes during tax time. Later, AMR's Marketing Director, Cathi Ingersoll, joins the team and unpacks client questions that came through the mailbag.

CEO, Chris Boyd, CFP®, and Marketing Director, Cathi Ingersoll, open the show and introduce AMR's upcoming webinar, which is live on Wednesday, March 16 at 10:00AM, ET: Financial Planning in Current Economic Conditions.  Chris is joined by AMR's Chief Investment Officer, Brian Regan, CFA®, and Investment Advisor Representative, Jeff Perry, JD. The team discusses market conditions in the midst of geopolitical conflicts, inflation and interest rates, and how leveraging different investment options can be of benefit. 

In this special segment, Host, Chris Boyd, CFP®, is joined by IAR, Scott Birmingham, CFP®, and Kristi Curling, a Mortgage Loan Originator for People's Home Equity. Kristi helps people find the right fit for their mortgage, discovers refinance options, and guides home buyers through the process.  Kristi answers questions on mortgage rates and how they can vary based on credit, trends she sees in the housing market, different types of loans her company offers, and much more. Kristi's Contact Information: Website: www.kristicurling.com Phone: (817) 487-2015 Email: [email protected] LinkedIn: https://www.linkedin.com/in/kristi-curling-838243109

CEO, Chris Boyd, CFP®, is joined by returning guest Marie Stevenson to talk about spending your kids inheritance (SKI-ing) by spending it with her adult kids through travel opportunities that further grow family connections. Chris is then joined by Savannah Fabbio, a Loan Officer at Shamrock Home Loans, to discuss current home demands, current rates, different loan options, refinancing, and more. Savannah's Contact Information: Website: SavannahFabbio.ShamrockHomeLoans.com Phone: (508) 317-8183 Email: [email protected] LinkedIn: https://www.linkedin.com/in/savannah-fabbio/

AMR's CEO, Chris Boyd, CFP®, and Director of Marketing, Cathi Ingersoll, cover the show's agenda, mentioning Women's History month - when it started and how it grew from there. AMR's Chief Investment Officer, Brian Regan, CFA®, joins the show to discuss the economic implications of the Ukraine/Russia war, what Russian sanctions mean, how they are affecting Russia's economy in larger ways that we might think and much more.

Chris and Brian discuss the Ukraine/Russia conflict and unpack what it means for your investments. Chris and the team cover different types of risk investors will take on throughout their investment journey. Special Guest - Paul Niedzwiecki, CEO of the Cape Cod Chamber of Commerce joins us, detailing some of the Cape's seasonal economic and societal dynamics. Special Guest - Tina Tuggle, VP of Community Impact for the Tennessee Titans joins us, describing her journey helping NFL players transition into the league, serve their community, and make an impact.

CEO, Chris Boyd, CFP®, and Marketing Director, Cathi Ingersoll, go over the shows agenda and talk about some benefits of freezing your credit.  Special guest Bob Powell, CFP®, joins the show and talks about his involvement in a variety of ventures. Bob is a wealth of financial information, and him and the team get into an assortment of topics ranging from current risks in the market, inflation, asset allocation, cryptocurrency, and more. 

Host, Jeff Perry, JD, is joined by AMR’s Investment Advisor Representative and Chief Compliance Officer, Scott Birmingham, CFP®, to cover budgeting and debt in retirement, impacts of inflation on retirement, and the 4% rule for withdrawing retirement assets. A market update is covered by AMR's Chief Investment Officer, Brian Regan, CFA®. He shares his thoughts on volatility and inflation in the stock market. Later, he defines what Alpha and Beta measurements are.

Host, Jeff Perry, JD, is joined by AMR’s Director of Marketing, Cathi Ingersoll, to talk about staying vigilant against rising internet scams.  Does your advisor do any of these (red flags)? AMR’s Wealth Advisor, Jeff Tomaneng, CFP®, joins the show to talk about mistakes people make when hiring a Financial Advisor.

The Team shares what to look for in a financial planner and the steps you should take when considering an advisor. Valentine's Day spending is discussed, sharing the difference in spending between generations.   After, the team gets into how couples can share their financial accounts and responsibilities and the benefits of doing so. Along with that, AMR talks about four ways to manage personal finances by doing less. 

Are you prepared for the unexpected? Chris and AMR team members talk about how to prepare for life's unforeseen events and what you can do to minimize financial downturns for your loved ones.  Later, the team covers the prevalence of financial scams and how well-known celebrities were affected by such events. 

Our first segment is a continuation of talking to your kids/youth about money matters, and how to communicate the importance of financial knowledge.  Next, AMR's Chief Investment Officer, Brian Regan, CFA®, MBA, joins to update us on market news, covering changes with inflation, interest rates, and other environmental conditions and how they have affected recent earning reports. Brian talks on specific companies, their performance, and what's new. How much do geopolitical concerns affect investment decisions? Listen to Brian get into it all. 

Host, Jeff Perry, JD, and the AMR Team discuss Tom Brady's retirement and thoughts on the Super Bowl ahead.  After, the team gets into talking to your spouse, parents and kids about money matters that pertain to many of life's circumstances. Communication being a large part of this discussion, the AMR Team answers questions as to when the best time to discuss these matters are.

Team AMR starts out discussing the NFL games that lead into the AFC and NFC Championship games in a Something More segment. CEO, Chris Boyd, CFP®, CASL®, and IAR's, Jeff Perry, JD, and Mike Perna, CFP®, MBA, spend time discussing tax preparations. They cover knowing when to file taxes on your own vs with a professional, along with how consulting with a financial advisor can help you earn credits you might not know you qualify for. Later, the AMR Team gives insight on tips for what to look for when selecting a financial advisor. Looking for structures that align with your best interest is a good starting point.

Team AMR discusses market fluctuations, from the most recent Fed meeting to what is going on in Eastern Europe and economic consequences of geopolitical tensions. Chief Investment Officer, Brian Regan, CFA®, gets into investing in bonds and REITs, what they both mean and what investing in them looks like.  Team AMR steps out of their box and talks about real estate in the Metaverse. The new concept takes the team to mention what investing in digital assets in the Metaverse can mean and if it shows a sustainable future.

This hour, Chris is joined by Wealth Advisor, Jeff Tomaneng, CFP®, and Investment Advisor Representative, Mike Perna, CFP®, MBA, to talk about how how spouses should manage their incomes, discussing lifestyle choices together and the importance of communication.  What does it mean to have life insurance? Why is it important to have the financial resources you need and want for your family? What type of life insurance should you have? It's all discussed here. 

Host Chris Boyd, CFP®, CASL®, discusses AMR's Complimentary Portfolio Review limited offer, which is a two meeting process. At first, after gathering portfolio details, your goals and risk profile, AMR performs an analysis. The second meeting consists of suggestions, highlighting hidden risks and identifying areas to improve on.  Chris is joined by AMR's Chief Investment Officer, Brian Regan, CFA®, to review AMR's recent Economic & Market Update webinar. Chris and Brian mention how stocks performed in 2021 with high levels of earnings growth and market performance, along with analyze what the market has to offer in 2022 with a shift in government spending levels and more.

Host, Investor Advisor Representative, Jeff Perry, JD, and Marketing Director, Cathi Ingersoll, talk about the benefits of joining our Economic & Market Update webinar on Wednesday, January 19th at 10AM ET.  We are soon joined by AMR's Chief Investment Officer, Brian Regan, CFA®, who gives us market news, covering challenges the market faces in 2022, corporate insider buying/selling, preferred stock, and more. 

AMR's Investor Advisor Representative, Jeff Perry, JD, hosts the show, starting with a show overview, and acknowledging Martin Luther King Jr.'s birthday and playing "Did you know?" with Marketing Director Cathi Ingersoll.   AMR's Wealth Advisor, Jeff Tomaneng, CFP®, joins and discusses feelings on retirement savings, financial goal setting, best ways to track your progress and more, all with the New Year in mind. 

AMR is offering a limited time Complimentary Portfolio Review for investors with $500,000 or more, consisting of a detailed analysis of your investments. Our experts will provide you observations and recommendations, including a comparison on how we would invest.  Following, the team discusses 2021 Top News Stories, from Covid's impacts and pulls on economic triggers to emerging markets underperforming compared to other equity markets. AMR gets into employee conditions in the job market, success and quality of life stories, and decisions employees are making in this new era of employment. 

CEO Chris Boyd, CFP®, CASL®, CEPS and Chief Investment Officer Brian Regan, CFA®, look back at a 2021 market performance - showing a great year of market production and how to perceive markets ahead. AMR is offering a limited time Complimentary Portfolio Review for investors with $500,000 or more, consisting of a detailed analysis of your investments. Our experts will provide you observations and recommendations, including a comparison on how we would invest. 

It's a new year and time for new resolutions. The AMR team shares theirs and Nancy Hardaway, President of Listening2Leaders, discusses how to set goals and make them stick. AMR discusses top news events of 2021.

To kick-off the 2022, Chris offers AMR’s Complimentary Portfolio Review (a limited time offer). The Complimentary Portfolio Review is a two-meeting process. In the first meeting, information about your finances and goals is reviewed. AMR puts together a thoughtful analysis. In the second meeting, we indicate what is working and potential areas for change. If you recognize any of the following, then you may benefit from a complimentary portfolio review: Are you a do it yourselfer? Do you want a second opinion to see if things should be done differently? Do you have a robo arrangement, but need/want more attention? Are you working with another advisor and need/deserve more attention? If you advisor trying to sell vs. acting as a fiduciary? Do you want a second opinion? Are you worried about the markets? Are you not used to handling financial life alone? Are health issues starting to interfere with ability to make sound decisions? There is a lot to consider when doing it on own. It can be overwhelming knowing what to pay attention to if you are not a financial professional. To take advantage of AMR’s Complimentary Portfolio Review, reach out AMRfinancial.com, call 866-771-8901, or email [email protected].

In this Something More Christmas special, our CEO Chris Boyd, CFP®, and Reverend Jane Herring of the Emmanuel Presbyterian Church sit and talk about the importance of Christmas, its significance, and how the tradition of celebration originated. 

Chris Boyd, CFP®, CASL®, CEPS, and Scott Birmingham, CFP®, advise reviewing a year-end financial planning checklist, consisting of maximizing 401k contributions, tax-loss harvesting, maximizing business deductions, IRA contributions, and more. Budget managing is discussed with our Investment Advisor Representative, Jeff Perry, JD. We get into holiday budgeting, setting new goals that best fit your circumstances and spending habits, strategic planning to pay off debts, and much more, all with the goal to create plans and flexibility for spending in 2022. Team AMR shares their holiday plans along with reviewing their favorite holiday movies. 

AMR's team of experts discuss the latest Fed press conference, covering the tightening of monetary policy, interest rates and inflation, and how these have effected investment markets.  Recent economic trends show corporate buybacks climbing to record highs in one quarter. The team uncovers the benefits of stock buybacks and why investors like them but legislators don't.  Investment Basics Segment: Closed-End Funds. What are they? How do they share commonalities and differences with ETF's and Mutual Funds? Listen to how Team AMR puts it together.   

Adam Burnett, Executive Director of Champ Homes, talks about how his organization provides transitional housing for the homeless on Cape Cod, along with help establishing goals and maintaining a sustainable path. Kristin O'Malley, President and CEO of the Cape Cod Foundation, explains what her organization does as a charitable community trust for Cape Cod's Barnstable county, and how they establish funds. Barbara Cotton, Executive Director of the American Red Cross, describes how the Red Cross is operating under Covid conditions and how they help the community they serve. 

AMR discusses charitable giving and how one can partake in a Charitable Remainder Trust and the benefits of doing so.  A discussion on blockchain technology and cryptocurrencies takes place: what they are, what their rise in popularity means, how to invest in them, and more. AMR's team of experts touches on the housing market and how factors like interest rates and Covid have effected the housing boom, both for the good and the bad. 

Stocks continue to show volatility due to uncertainty over the Omicron variant. Our Chief Investment Officer, Brian Regan, CFA®, discusses what to consider when investing, along with what he pays attention to: micro lenses of future earnings and macro views on future interest rates.  Following segments include the team explaining what iBonds are and how they work, philanthropic giving and much more. 

Team AMR reviews inflation rates and how some companies/industries benefit during inflationary periods, and how some do not - consumer staples vs technology.  Interest rates bud in to the conversation as AMR's CIO, Brian Regan, CFA®, gets into investing strategies with stocks and bonds. Following our financial discussion, we remember Phil Saviano, who recently passed but continues to have an impact as he was a vocal advocate for victims of abuse by priests, which led to worldwide attention on the matter.

Team AMR discusses recent stock market volatilities due to the new COVID variant and how it impacts the bond market simultaneously.  Year end planning with tax-loss harvesting is mentioned, seeing the tax benefits of taking a loss in the market.  Following, investment basics with Exchange Traded Funds (ETFs). Our team of experts explains what an ETF is, how it differs from mutual funds, and their tax implications associated. 

The team gets together for another investment basics segment, digging into the investment vehicle of mutual funds. Chris and the gang discuss different kinds of mutual funds, and the growth and evolution of products. Furthermore, the team discusses the legitimacies of Washington's Infrastructure Bill and the Build Back Better plan. The talk moves towards Environmental Social Governance (ESG) investing and what to think about for ESG initiatives.  

AMR team members Cathi Ingersoll, Director of Marketing, and Mike Perna, CFP®, Investment Advisor Representative, share their career stories and how they joined our firm. Annalee Kruger, Founder & President of Care Right, Inc., joins us to talk about why planning for the aging process is so critical. This featured segment serves as a prelude to our December 1st Webinar.  

This week, AMR's Jeff Perry, JD, and Chief Investment Officer, Brian Regan, CFA®, showcase stock earnings on many levels. They cover individual stocks and how competitive advantages are seen and rewarded during earnings season. On the other hand, stocks that did not hold their weight in earnings feel the market's wrath. 

Jeff Perry, JD, and Scott Birmingham, CFP®, CCO, have a conversation on publicly traded company Zillow. Being recognized as a successful brand, Zillow's attempt to expand their business through iBuying was a surprised flop. Listen to what our experts say about Zillow and current housing markets.

In this short segment, we are joined by Michael Albaugh, Executive Director of the Cape Symphony, where we discuss how the organization is more than just a symphony orchestra, how COVID impacted its concerts, and how restructuring their organization was for the better.