Something More with Chris Boyd

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...

Host Jeff Perry, JD, is joined by President and CEO of the Cape & Islands United Way, Mark Skala, to speak about charitable giving this time of year, mentioning statistics that illustrate December as the largest donating month of the year. Mark shares the story of the United Way's mission and the impact they make on the Cape Cod community through their grant programs for small to large projects, w...

Host Jeff Perry, JD, is joined by Sheriff Jim Cummings of Barnstable County Sheriff's Office to discuss his time and career in law enforcement, from entering the Framingham State Police Academy in 1974 to becoming Sheriff in 1999. He shares investigation stories from his rookie career and his journey on how he got to where he is today. They speak on Barnstable County's drug, alcohol, and mental he...

Host Jeff Perry, JD, is joined by Adam Burnett, Executive Director of Champ Homes, to speak about the organization and how Champ Homes acts as a support system for those with housing instability. Adam mentions recent trends of Champ Home stayers are in direct correlation with the recent "housing crisis." With the goal of instilling self-advocacy, Champ Homes works with people motivated to turn the...

IAR Jeff Perry, JD, and AMR's marketing team Cathi Ingersoll and Armen Avakian open with a show outline and talk about holiday budgets and consumer debt. Chuck Nardozza, Managing Director of Travel Sales at AAA, talks about 2023 travel trends, mentions demand levels as people become more eager to visit family/friends during a post-pandemic feel, and shares the benefits of using AAA. Jeff and Armen...

Chris, Jeff, and Co-host Dan Wolf, founder and chairman of Cape Air, are joined by CIO Brian Regan, CFA®, to discuss cryptocurrency, real estate, and equity market conditions. Brian enlightens us on economic theory that drives currency on a discussion of the US dollar. Brian shares where he would take the economy if he was chairman of the Federal Reserve. Chris and Jeff shift gears to talk about t...

Co-hosting our show is Founder and Board Chairman of Cape Air, Dan Wolf, along with Chris and Jeff, as they talk about Dan's venture starting Cape Air. They discuss entrepreneurship, the difficulty to break into markets given increased barriers to entry and the involvement of political regulation. Dan expresses his interest in electric airplanes and sustainable aviation. The team gets into the evo...

We are joined by Karen Rinaldo and Kevin Doyle, authors of In the Wake of the Mayflower , to discuss the historic event of the first Thanksgiving. Karen shares and talks about her unique painting that accurately depicts the encounter of 90 Wampanoags and 53 Mayflower-surviving pilgrims, "The First Thanksgiving – 1621." She shares how she got involved in creating this piece, the steps she took in c...

IAR Jeff Perry, JD, and CIO, Brian Regan, CFA®, give financial news on the downward trending CPI report. Brian discusses his focus on CPI cost considerations of shelter, durable goods, and medical services, and explains how these costs are measured month-over-month and year-over-year. They take into consideration and discuss the implications of the lag time between data points. Brian shares his th...

As Veterans Day approaches, we are happy to be joined by the Cape and Islands Veterans Outreach Center's Treasurer, Bill Blaisdell, and Outreach & Programs Manager, Barbara-Anne Foley. They join us to discuss the services they offer to Veterans on Cape Cod through expanding programs like their food pantry, housing services, counseling and case management services, and transportation services for V...

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, are joined by Cape Cod journalist and former news director Matt Pitta to speak on all things in the upcoming Massachusetts election. They discuss running candidates in many of the areas of service, their points of views and many of the possible outcomes from this year's election. They later get into ballot questions and the implications of a "yes" vote...

CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and CIO Brian Regan, CFA®, talk about Q3 GDP trends, inflation, earning reports, and more. As GDP trends lower, what does this mean for the future of our economy? Brian comments on inflation data mentioning the state of spending in durable goods and services. How likely is a recession and when will that occur? Brian shares an investors sentiment based on t...

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, get into discussion of Long-term care planning and how to incorporate long-term care considerations in your financial plan. Joining Chris and Jeff is Bob Vandy, President of Advisor Insurance Brokers, to discuss how to manage and deal with long-term care risks.

Joining us is Tim O'Connell, Founder and President of Tommy's Place, which is a non-profit that acts as a vacation home for kids fighting cancer. Tim shares his story how of what led him on this journey and how he made his dream to help families fighting cancer a reality. Named after the Founder of the Falmouth Road Race Tommy Leonard, Tommy's Place strives for a Walt Disney type experience and is...

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. T...

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...

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...