Something More with Chris Boyd

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 t...

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...

Investment Advisor Representative, Jeff Perry, JD, hosts the show, opening with AMR's Marketing Director, Cathi Ingersoll, to talk about Financial Literacy Month and their upcoming Quarterly Economic & Market Outlook webinar. Wealth Advisor, Jeff Tomaneng, CFP®, joins for the later three segments to share his thoughts on the importance of financial literacy in the school system, the benefits of ed...

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 t...

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...

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®, j...

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, t...

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 ment...

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. Whet...

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 mi...

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 g...

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 th...

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....

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 m...

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 Com...

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, as...

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 s...

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 fi...

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 spe...

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...

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 concep...