Something More with Chris Boyd

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.

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...

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 wi...

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 o...

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 n...

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 financia...

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...

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 outloo...

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 frustrati...

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...