Something More with Chris Boyd

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 in...

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...

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 dr...

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 import...

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...

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 importa...

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 withi...

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...

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...

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 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. C...

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 questio...

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...

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 relationshi...

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...

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...

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 mark...

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 cul...

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 t ools 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 b...

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...

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...

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...

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. Br...

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.