Something More with Chris Boyd

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...

This hour, Chris is joined by Wealth Advisor, Jeff Tomaneng, CFP®, and Investment Advisor Representative, Mike Perna, CFP®, MBA, to talk about how how spouses should manage their incomes, discussing lifestyle choices together and the importance of communication.  What does it mean to have life insurance? Why is it important to have the financial resources you need and want for your family? What ty...

Host Chris Boyd, CFP®, CASL®, discusses AMR's Complimentary Portfolio Review limited offer, which is a two meeting process. At first, after gathering portfolio details, your goals and risk profile, AMR performs an analysis. The second meeting consists of suggestions, highlighting hidden risks and identifying areas to improve on.  Chris is joined by AMR's Chief Investment Officer, Brian Regan, CFA®...

Host, Investor Advisor Representative, Jeff Perry, JD, and Marketing Director, Cathi Ingersoll, talk about the benefits of joining our Economic & Market Update webinar on Wednesday, January 19th at 10AM ET.  We are soon joined by AMR's Chief Investment Officer, Brian Regan, CFA®, who gives us market news, covering challenges the market faces in 2022, corporate insider buying/selling, preferred sto...

AMR's Investor Advisor Representative, Jeff Perry, JD, hosts the show, starting with a show overview, and acknowledging Martin Luther King Jr.'s birthday and playing "Did you know?" with Marketing Director Cathi Ingersoll.   AMR's Wealth Advisor, Jeff Tomaneng, CFP®, joins and discusses feelings on retirement savings, financial goal setting, best ways to track your progress and more, all with the...

AMR is offering a limited time Complimentary Portfolio Review for investors with $500,000 or more, consisting of a detailed analysis of your investments. Our experts will provide you observations and recommendations, including a comparison on how we would invest.  Following, the team discusses 2021 Top News Stories, from Covid's impacts and pulls on economic triggers to emerging markets underperfo...

CEO Chris Boyd, CFP®, CASL®, CEPS and Chief Investment Officer Brian Regan, CFA®, look back at a 2021 market performance - showing a great year of market production and how to perceive markets ahead. AMR is offering a limited time Complimentary Portfolio Review for investors with $500,000 or more, consisting of a detailed analysis of your investments. Our experts will provide you observations and...

It's a new year and time for new resolutions. The AMR team shares theirs and Nancy Hardaway, President of Listening2Leaders, discusses how to set goals and make them stick. AMR discusses top news events of 2021.

To kick-off the 2022, Chris offers AMR's Complimentary Portfolio Review (a limited time offer). The Complimentary Portfolio Review is a two-meeting process. In the first meeting, information about your finances and goals is reviewed. AMR puts together a thoughtful analysis. In the second meeting, we indicate what is working and potential areas for change. If you recognize any of the following, the...

In this Something More Christmas special, our CEO Chris Boyd, CFP®, and Reverend Jane Herring of the Emmanuel Presbyterian Church sit and talk about the importance of Christmas, its significance, and how the tradition of celebration originated.