Something More with Chris Boyd

Chris and Jeff Perry shed light on a pressing topic: the influence of fear and conspiracy theories in the realm of alternative investments. Navigating the choppy waters of alternative investments can be daunting, especially when bombarded with misleading information and sensational claims. Chris and Jeff aim to equip listeners with the tools and knowledge to discern genuine opportunities from mere...

Chris and co-host Jeff Perry are accompanied by CFA Brian Regan as they delve deep into what is happening with treasury bonds. Brian is talking about fixed rate mortgages and more housing conversations happening around the world.  What does the typical person with their 401k do when they're selecting a fund?  Buying high yield? Join us on this enlightening journey because, in the financial world,...

Welcome back to "Something More with Chris Boyd," where finance meets real-world understanding. In this riveting episode, Chris and co-host Jeff Perry are joined by renowned CFO Brian Regan to dissect the pulse of the stock market. As recent fluctuations stir unease among investors, Brian offers expert insight into the causes, implications, and strategies to weather this volatility storm. Whether...

  In this episode of "Something More with Chris Boyd," we dive into the intricate world of financial planning and law. With special guest F. Keats Boyd III, we dissect a recent appellate court decision that has stirred the pot in the financial community. When divorce meets trust situations, how does the law interpret it? More importantly, this episode prompts us to reflect on a deeply personal que...

Dive into the intriguing world of high earners on this episode of "Something More with Chris Boyd." Chris and cohost Jeff Perry pull back the curtain on the top 10% of income earners, offering insights into how these figures have evolved over time and what they signify in today's economy. Are you close to joining these ranks, or perhaps you're curious about how far that milestone may seem? From ex...

On this episode of "Something More with Chris Boyd," Bill Blaisdell & Jim Seymour sit down with Chris and Jeff and talk about 40 years of helping veterans that started with a couple of guys and truck assisting soldiers returning from Vietnam. Cape and Islands Veterans Outreach Center has helped tens of thousands of veterans over the years and are continuing to do so as food insecurity and housing...

In this thought-provoking episode of "Something More with Chris Boyd," Chris and cohost Jeff Perry explore the implications of increased longevity on retirement planning. As lifespans extend and the idea of living past 100 becomes less of an anomaly, how can we ensure our wealth endures as long as we do? Delving into the delicate topic of mortality, they discuss strategies to make certain your fin...

In this episode of "Something More with Chris Boyd", join Chris and cohost Jeff Perry as they delve into the latest market update.  Why can slow economic news spell good news for the market? They touch upon the latest on jobs, inflation, and the uptick in CD rates. Jeff brings his favorite term to the table, describing parts of the market as "frothy" and possibly overextended. As September traditi...

AMR will be hosting an education webinar on September 20th to help people prepare for retirement. The webinar "Are You Ready for the Retirement Red Zone?" will be held from 10am to 11:30am. You can register for the webinar at AMRfinancial.com. The program will be recorded and posted on AMRfinancial.com and the AMR You Tube channel. Even if you are already in retirement the subjects we will be talk...

Are you aware of what you need to do to become prepared for retirement? Chris and Jeff talk about the upcoming education webinar "Are You Ready for the Retirement Red Zone?".   The Retirement Red Zone is defined as the 5 years before and the 5 years after retirement. This is an important time to prepare financially and otherwise for retirement so there are no critical errors. During the webinar,  ...

Dave Sampson, VP of Cyber Risk and Strategy at Thrive joins to talk about Artificial Intelligence (AI) and cyber security risk. AI is a machine learning mechanism that feeds data into software through algorithms that analyze data and determines how to dynamically provide with feedback, or even actions, based on what it known or what you are telling them. It is a rapidly evolving technology – there...

Is there a viable presidential candidate in the crowd? Chris and Jeff discuss the August 23rd Republican primary debate. 8 members, who met certain thresholds, joined the debate of 12 candidates. They analyzed the performance of the candidates from their perspective. Currently, former President Trump is widely leading his GOP rivals in the polls. The next debate will be held on November 5 th at th...

Sarah Daly and Kristen Boyd, along with Maria Raber, are chairs of this year's 2023 Heroes In Transition gala. The 14 th gala's theme is Legacy of Love and will be held on Friday, September 22 nd at the Coonamessett Inn in Falmouth. Heroes in Transition started in 2009, when Ken and Cyndy Jones lost their only son Captain Eric Jones in an Afghanistan helicopter crash. Since then, they continue to...

How much do you need to retire? This number is personal based on your desired lifestyle and goals (e.g., do you want to retire early, do you want to travel, etc.). It can also be a moving target because factors like inflation, interest rates, health issues, etc. may change. Brian encourages investors to know what they are investing in and to use the services of a financial professional to help wit...

Are you about to get a divorce or currently going through one? Here are some things to consider from Scott Birmingham, CFP ® and Jeff Tomaneng, CFP ®,   who both hold their CDFA ® (Certified Divorce Financial Analyst) certification and help individuals going through a divorce with their financial plan. Ø   Use an attorney who specializes in divorce or family law. Ø   Have money in the bank for typ...

Scott Birmingham, CFP ®, AMR's Lead Financial Planner shares some of the things to consider if you are planning to retire early:       - You may not be eligible for Social Security, penalty-free IRA distributions, or Medicare.        - Typically, people have the bulk of their investments in retirement plans and therefore cashflow can be challenging when retiring early.      - If you retire early r...

Life insurance is especially important to have during your primary working years if someone (children, spouse, other) is dependent upon your income. If not one depends on your income, you may not need life insurance. It is important to know what kind of insurance you have and what it covers. In the event of severe weather, you may need additional insurance to cover extreme heat, floods, wind, fire...

Scott and Jeff, Investment Advisor Representatives at Asset Management Resources, LLC, are both CDFAs (Certified Divorce Financial Analyst). In this episode, they share things to consider if you think you might be heading for divorce. First, is to get organized. Make sure you have knowledge of all of your joint and single financial assets. Make copies of three months of bank statements, investment...

Should you be concerned about last week's CPI numbers, which implied an uptick for inflation? Brian explains that it was expected and that the market yields responded favorably after the reading. 90% of the increase was caused from a shelter number. It is expected that the shelter is going to come down in the next few months as the lag data comes in. Brian, Chris, and Jeff, also discuss if it Is w...

Saving for college is investing in the future. You will have to pay for a future liability (e.g., college) – whether that be saving for it today or paying off a loan tomorrow. Families have different values when it comes to paying for a college education. In some families the parents pay and in others the parents believe that the children should work and pay for it. Parents who try to do good and...

Frank Frederickson joins Jeff Perry for a special Something More with Chris Boyd Cape Cod episode. Frank recently retired after 43 years with the Yarmouth Police Department, 12 as the Police Chief. Chief Frederickson showed his exceptional ability to lead in 2018, when Officer Sean Gannon was murdered and his canine was injured. Frank has taken on a new role as Director of Governmental Affairs for...

Brian Regan, CFA, Chief Investment Officer at Asset Management Resources, LLC, explains that stocks are ownership in a business. Fundamental analysis is analyzing the fundamentals of the business, applying valuation to that business, and comparing that valuation to the price currently being held in market. Everyone knows you should buy low and sell high. It's hard to know what is low and what is h...

Jeff Tomaneng and Jeff Perry discuss Jeff Perry's latest blog. "Take Control Over Your Financial Goals" focuses on how to take control of your life and purposely plan what to do with your money through setting SMART Goals. SMART goals are Specific, Measurable, Attainable, Realistic & Relevant, and Time-Based.  Read Jeff's and other AMR Perspectives blogs at https://amrfinancial.com/resource/perspe...

Do you ask yourself "When my financial advisor provides me with a long-term projection for my financial plan, how often should I review the projections?" This episode's "Ask the Advisor" question is answered by AMR's Lead Financial Planner Scott Birmingham. Many factors go into making a financial plan, including income, expenses, comfort with the market, goals (retirement date, helping grandkids,...

People may leave their financial advisor if they feel that goals are mismatched, there are excess or unexpected fees, and if communication and/or follow-up is poor. Make sure your advisor is a fiduciary, keeps your money at an insured 3 rd party custodian, and is transparent about fees.