Something More with Chris Boyd

Chris Boyd, CFP®, CASL®, CEPS, and Scott Birmingham, CFP®, advise reviewing a year-end financial planning checklist, consisting of maximizing 401k contributions, tax-loss harvesting, maximizing business deductions, IRA contributions, and more. Budget managing is discussed with our Investment Advisor Representative, Jeff Perry, JD. We get into holiday budgeting, setting new goals that best fit your...

AMR's team of experts discuss the latest Fed press conference, covering the tightening of monetary policy, interest rates and inflation, and how these have effected investment markets.  Recent economic trends show corporate buybacks climbing to record highs in one quarter. The team uncovers the benefits of stock buybacks and why investors like them but legislators don't.  Investment Basics Segment...

Adam Burnett, Executive Director of Champ Homes, talks about how his organization provides transitional housing for the homeless on Cape Cod, along with help establishing goals and maintaining a sustainable path. Kristin O'Malley, President and CEO of the Cape Cod Foundation, explains what her organization does as a charitable community trust for Cape Cod's Barnstable county, and how they establis...

AMR discusses charitable giving and how one can partake in a Charitable Remainder Trust and the benefits of doing so.  A discussion on blockchain technology and cryptocurrencies takes place: what they are, what their rise in popularity means, how to invest in them, and more. AMR's team of experts touches on the housing market and how factors like interest rates and Covid have effected the housing...

Stocks continue to show volatility due to uncertainty over the Omicron variant. Our Chief Investment Officer, Brian Regan, CFA®, discusses what to consider when investing, along with what he pays attention to: micro lenses of future earnings and macro views on future interest rates.  Following segments include the team explaining what iBonds are and how they work, philanthropic giving and much mor...

Team AMR reviews inflation rates and how some companies/industries benefit during inflationary periods, and how some do not - consumer staples vs technology.  Interest rates bud in to the conversation as AMR's CIO, Brian Regan, CFA®, gets into investing strategies with stocks and bonds. Following our financial discussion, we remember Phil Saviano, who recently passed but continues to have an impac...

Team AMR discusses recent stock market volatilities due to the new COVID variant and how it impacts the bond market simultaneously.  Year end planning with tax-loss harvesting is mentioned, seeing the tax benefits of taking a loss in the market.  Following, investment basics with Exchange Traded Funds (ETFs). Our team of experts explains what an ETF is, how it differs from mutual funds, and their...

The team gets together for another investment basics segment, digging into the investment vehicle of mutual funds. Chris and the gang discuss different kinds of mutual funds, and the growth and evolution of products. Furthermore, the team discusses the legitimacies of Washington's Infrastructure Bill and the Build Back Better plan. The talk moves towards Environmental Social Governance (ESG) inves...

AMR team members Cathi Ingersoll, Director of Marketing, and Mike Perna, CFP®, Investment Advisor Representative, share their career stories and how they joined our firm. Annalee Kruger, Founder & President of Care Right, Inc., joins us to talk about why planning for the aging process is so critical. This featured segment serves as a prelude to our December 1st Webinar.  

This week, AMR's Jeff Perry, JD, and Chief Investment Officer, Brian Regan, CFA®, showcase stock earnings on many levels. They cover individual stocks and how competitive advantages are seen and rewarded during earnings season. On the other hand, stocks that did not hold their weight in earnings feel the market's wrath. 

Jeff Perry, JD, and Scott Birmingham, CFP®, CCO, have a conversation on publicly traded company Zillow. Being recognized as a successful brand, Zillow's attempt to expand their business through iBuying was a surprised flop. Listen to what our experts say about Zillow and current housing markets.

In this short segment, we are joined by Michael Albaugh, Executive Director of the Cape Symphony, where we discuss how the organization is more than just a symphony orchestra, how COVID impacted its concerts, and how restructuring their organization was for the better. 

Attorney Keats Boyd, J.D., joins us from Boyd & Boyd, P.C. to discuss estate planning as an estate settlement firm. Keats dives into topics from the best way to search for an estate planning firm to estate planning strategies.  More on how to save money in estate planning situations, wills vs trust funds, and generational giving are discussed in further detail. 

AMR discusses ways to give to charity, mentioning Donor Advised Funds and how to look into organizations you wish to donate to.  Investment Basics - Bonds 101. AMR talks about what a bond is, what it means to invest in bonds, and the kinds of risks that are associated. Annuity investments are discussed, focusing on deferred annuities, surrender costs and embedded costs. 

This week, the AMR team discusses America's consumer price index and updated inflation rates, mentioning the lack of durable goods and Q3's Gross Domestic Product. Following, the team talks about America's new Infrastructure Bill and the impact inflation and the Bill have on investment decision making. 

This week, Chris and the team talk about investing basics, covering what a stock is, common vs preferred stock, and Initial Public Offerings (IPO's).  AMR team members, Brian Regan, CFA®, and Jeff Tomaneng, CFP®, talk about how they started in the industry, discuss their certifications, and how they got to where they are today. 

AMR has a conversation answering mailbag questions regarding different risk appetites between spouses and the difference between technical and fundamental analysis of stock. Listen to what our experts have to say. 

In this short segment, we are joined by Bill Blaisdell, Treasurer, and Joe Taylor, Executive Director, of the Cape & Islands Veterans Outreach Center. We discuss current and upcoming housing project opportunities, Veterans Town Hall meetings, and an upcoming movie. 

This week, Chris and Brian Regan, CFA®, discuss job market and inflation updates from the Federal Reserve, along with America's cash glut and investment fallacies. AMR's team of experts give insight on bad investment habits to break given the implications of politics, taking on too much risk, investing without a financial plan, and more. 

In this "Best of Something More with Chris Boyd" replay from October 18, 2021, Chris and Brian Regan review Q3 portfolios, and Q4 market conditions and portfolio designs.  They discuss the influences of COVID-19, inflation and growth, equity allocation, and fixed income allocation on the markets. 

In this "Best of Something More with Chris Boyd" podcast replay from October 4, 2021, AMR discusses the article "Men over 45 who identify as having 'excellent investment experience' are more likely to panic sell during a market downturn, MIT study finds." Brian reviews things to consider going forward, including covid, savings, wage growth, real estate, S&P 500, SPACS, inflation, durable goods, Ev...

For National Retirement Security Week, the AMR team discusses retirement planning, giving tips on how to save and plan for your retirement with many factors to consider.  Chris Boyd, CFP®, and Scott Birmingham, CFP®, speak on their CFP® certifications, how they started in the industry and how they became Certified Financial Planners in the first place. 

AMR advisors provide their insight on these questions from the client mailbag: Will Roth IRA's be taxed in the future? Are there any steps we can take to minimize our taxes in 2021/2022? Does it matter when we withdraw from our Required Minimum Distribution? Chris and Jeff Perry discuss the implications of lower tax rates and higher tax collections from political shifts, and misconceptions about c...

Chris and the AMR team discuss challenges the holiday season can bring to one's financial picture, the use of credit compared to cash purchases, and how saving and budget planning can positively impact your holiday spending habits. Do you own a pet or are you considering adding one to your family? The AMR team discusses the cost of pet ownership beyond initial pet purchase, digging into pet insura...

Chris Boyd and Brian Regan review Q3 portfolios, and Q4 market conditions and portfolio designs. They discuss influences of COVID-19, inflation and growth, equity allocation, and fixed income allocation.