Something More with Chris Boyd

Is someone in the family able to step in and manage the finances when the financial head of the house shows signs of incapacity? AMR talks about some of the family dynamics when the financial family roles begin to shift. They also discuss things that should be known and asked in the event that someone else needs to begin managing the family finances and other personal business matters

Annalee Kruger, Founder & President of Care Right, Inc. joins Chris this week. She discusses: the difference between dementia and Alzheimer's, signs to watch out for – mood changes, fatigue, etc., caregiver fatigue and resource available, and the importance of an aging plan.

Are you thinking of planning a summer vacation? AMR discusses best practices for vacation savings and answers client questions about 401(k) transfer, etc.  Chuck Nardozza, Managing Director of Travel Sales at AAA shares top travel trends, restrictions, and planning ideas. 

Dave Sampson of Thrive Networks shares best cybersecurity tips. Businesses should have a comprehensive security framework including windows updates, data backups, data isolated outside of network, recovery process, and regular testing. Individuals should use dual factor authentication, complex passwords and rotate them, don't use the same password for every site and use an end point protection sol...

AMR reviews financial best practices for recent graduates, including develop a budget, don't get into debt by chasing the latest shiny penny, manage credit responsibly, and start saving for retirement Glenn E. Frank, author of "Your Encore Retirement Planning Guide - How to Balance Time, Money and Joy", joins Chris. Glenn shares the joy matrix to help determine what makes you happy. People who hav...

Jeff Perry co-hosts with Chris. They discuss  Memorial Day being a day to remember vets who died in service or are MIA, and the history behind it.   Chris, Mike, Jeff, Jeff, Scott, talk about all things Amazon.  

Chris is joined by Brian Regan and Jeff Perry. They discuss these recent financial news events and their impact on the market: Activist investors on the Exxon Mobile Board Significant volatility in crypto-currency markets Inflation - Are higher consumer goods and housing prices indicative of long-term inflation or transitory? What effect will wage increases have on inflation?

Chris and Keats talk about three tax proposals and how they may affect estate planning: President Biden's Income Tax, Capital Gains, Social Security Sander's For the 99.5% Tax Act Van Hollen's Sensible Taxation and Equity Promotion (Step) Act of 2021 Chris and Cathi discuss financial mistakes to avoid in your 50s and 60s, including: Spending Retirement Money Before Retirement Retiring Too Soon Rel...

F. Keats Boyd, President of Boyd & Boyd, PC, discusses the basics of estate planning, including the reasons to set up an estate plan and when/when not to use a Medicaid planning trust. MAIN REASONS FOR AN ESTATE PLAN: Passing wealth at death Incapacity care planning  Probate avoidance Asset protection  Tax avoidance income and estate tax avoidance

When doing financial planning money is the how; what is really important is the why. AMR's 360 Financial Planning process helps clients look at all of the quantitative items impacting their finances, including income, assets, expenses, needs, Social Security, risk, and estate planning. It also addresses all of the qualitative aspect, including one's personal and financial goals. Learn about AMR's...

Asset Management Resources' Active Allocation process looks at numerous factors, including economic data and valuations, to see where opportunities and risk may be. We proactively adjust the portfolio in anticipation of these issues, striving to get the best risk-adjusted returns. Learn more about our Active Allocation process at AMRfinancial.com.

Women have unique challenges when it comes to financial planning. As the traditional family caregiver they may have fewer working years, which can affect income, savings, and Social Security benefits. Chris, Brian, and Cathi talk about Warren Buffet, the Fed's management of the 2020 financial crisis, and changing demographics. The U.S. population grew at slowest pace since the 1930s. Negative demo...

The AMR team continues their discussion about spring cleaning finances.  This week they focus on investments, administrative tasks, and insurance, taxes, and estate planning. Some of the best ways to grow your savings are to delay spending (setting money aside for future expenses) and direct debits from a checking to an investment account (IRA/Roth IRA, 401(k), etc.).  

You spring clean your house, your yard and even your car, what about your personal finances? In this episode the AMR team shares tips for spring cleaning your finances - including bank accounts, credit cards, investments, administration, life insurance, taxes, and estate planning.

Listen to what the AMR team has been itching to do once the pandemic has ended and what they don't want to see revert to pre-pandemic times. Chris, Brian and Jeff Perry comment on President Biden's address to Congress last week and how the policy implications could impact portfolios and taxes. Fiscal policy has proposed increased spending and tax increases are likely to offset the spending. The ma...

Chris and Brian talk about speculative investments, including IPOs, venture capital, private equity, cryptocurrency. Speculative investing my have a place in some portfolios, but it can come with risk. AMR addresses client questions that have come in through the mailbag - President Biden's Infrastructure plan and real estate investments. Jeff Perry, J.D., shares his professional background and why...

Chris and Brian review market conditions and portfolio designs from the latest AMR Quarterly Economic & Market Update webinar. They also talk about speculative investments, such as cryptocurrency, Game Stop, and more.  Be sure to reach AMR's latest Investment Insights, a review of the Economic & Market Update webinar, at AMRfinancial.com.

The AMR team shares best practices on how to create a paycheck in retirement. They talk about social security, pensions, work retirement accounts, IRA RMDs, and more. All of these individual income streams should be looked at as part of a big picture when deciding when and how to withdrawal from them for cashflow.

Jenny Jackson of Coldwell Banker Barnes joins Chris to talk about the Nashville real estate market. Nashville has seen an influx of new homeowners during the pandemic. With the flexibility to work remotely, some people are choosing to move to areas with a more favorable climate and easier pace of life. This is causing high housing demand in areas with low inventory, driving prices up.   

Deborah Schilling of Willam Raveis joins Chris to talk about the real estate market on Cape Cod. Many people moved during the pandemic to attractive locations like Cape Cod, causing the real estate market in those areas to soar. February statistics show that the number of homes available on the Cape Cod market is down 77% from last year and that homes are selling for approximately 25% more. The be...

Ryan Tufts from Harbor One Mortgage joins Chris. From a historical perspective mortgage rates continue to be very low and the environment is very competitive. If you are thinking of refinancing, it may be good time to talk with a mortgage representative if your rate is above 4% and/or you are still covering mortgage insurance.   AMR talks about when to buy a house: Should you buy when interest rat...

Chris and Brian discuss the $2Trillion infrastructure bill and what's covered in it. F. Keats Boyd III, President of Boyd & Boyd P.C. joins to discuss the potential tax implications of the bill.  Chris and Brian discuss investing in real estate - from home ownership, to property management, to REITs - and AMR's real estate portfolio. 

Brian talks about his financial marketing pet peeves. He does not want investors to jump on the bandwagon of what is being promoted by those preying on one's gambling impulses and/or financial insecurities. These pet peeves include: Advice in day trading newsletters A brand name stock always rebounds RIAs that don't talk with clients about portfolios and how they are comprised Isbeau Miller talks...

Chris and Brian talk about investing for income vs. investing for total return. Even if a company is paying dividends, if they fail to reinvest in their business then the company will likely lose value at some point. They also discuss momentum versus tactical investing. Momentum investing is buying when the stock price is going up and selling when it is going down. Tactical investing places client...

AMR shares considerations for being tax efficient on your 2021 taxes, including withholdings, retirement plans, Health Savings Accounts, capital gains, investments, and annuities and insurance policies.