Something More with Chris Boyd

The AMR team discusses steps to take after the loss of a spouse, including consolidating accounts, updating health insurance, notifying life insurance companies, etc. If you'd like to receive the AMR paper " Financial Planning for Widowhood ", which provides tips for planning ahead and steps to take after the loss of a spouse, email radio@AMRfinancial.com or call 508-771-8900.

Keats Boyd III, President of boydandboydpc.com, shares tips on #estate planning. There are many actions that need to be taken after the loss of a spouse – including taking inventory of estate documents, getting appraisals, re-titling documents, filing tax returns, and administering the trust. Chris answers a client's question about investing in stocks.

The AMR team discusses how to prepare for widowhood. Email radio@AMRfinancial.com or call   508-771-8900 if you'd like the AMR paper " Financial Planning for Widowhood ", which provides tips for planning ahead and steps to take after the loss of a spouse.

Chris talks with Dan Wolf, Founder & CEO of Cape Air about the economy and politics. Dan also discusses the impact of Covid-19 on the airline industry and his role as CEO. 

Brandon Monk, Head of U.S. Plasma Derived Therapies at Takeda Pharmaceuticals, talks about immunizations for and treatment of Covid-19. Takeda is working on a hyperimmune plasma therapy and is a part of the CoVig-19 Plasma Alliance, consisting of top R&D leaders working together for treatment of Covid-19. #financialplanning #retirementreadiness

Considering retirement sooner than expected because of Covid-19? Scott shares things to be aware of and sources for obtaining cash if needed (taxable accounts, life insurance, HELOC, IRA, etc.).

Bob Tranchell from The Federal Savings Bank joins Chris to talk about unique uses of a HECM/reverse mortgage (refinancing, buying a dream home, inheritance buy out, etc.) and qualifying requirements. 

Brian and Chris discuss how over-time the market does well under both Republican and Democratic political administrations. Scott provides tips on homeowners and auto insurance. Paul Tardif, Esq. answers "How to I protect myself if provided a promissory note for sold property?".

The US market hit a record close last week. Listen to what Chris and Brian say about the market value and recent investment trends. They also talk about government stimulus and what taxes may look like under a Trump or Biden administration.

Vinny deMacedo, Director of Regional Partnerships, shares how Bridgewater State University pivoted in March to all online classes for its 11,000 students. This fall, 90% of classes will be online and 50% of the students living on campus will be coming back to a socially distanced campus.  Chris tells how the fall tends to be a more volatile time for the markets, especially in an election year.

Julia Sheilds-Rutyna, Director of College Planning at MEFA, talks about ways to fund a college education: savings plans, financial aid, scholarships, college payment plans, and private student loans.

Cathi talks with Megan Witton, Staff Scientist at the Atlantic White Shark Conservancy, about their research and findings. Chris and Brian discuss whether gold and silver are favorable investments at this time. 

Brian explains the markets bouncing back during the pandemic and the impact of government assistance on the economy.  Betsey Sethares, Executive Director of the @capecodtimes Needy Fund talks about their Major Crisis Relief Fund, which provides financial assistance due to Covid-19 related issues. 

The AMR team discusses the Republican Senate Coronavirus Relief proposal and Democrats response. Scott reviews some of the CARES Act provisions that can provide short-term access to cash. #economicgrowth #financialplanning #retirementreadiness

The AMR team discusses the Q2 GDP drop and corporate earnings, which beat expectations. They talk about recent Fed announcements to provide ongoing support during this time. 

The AMR team talks about unemployment claims and the next virus aid package. State Representative Randy Hunt discusses plans for building new Cape Cod bridges. See the "MassDOTs Study on Cape Cod Canal" - http://randyhuntcpa.com/docs/CanalBridgeStudyTwoPageSummary2020.pdf .

Julie Wagner, Assistant Publisher and Editor of Cape Cod Life magazine (including Cape Cod Home and Cape Cod Art) joins Chris. The Best of Cape Cod & Islands lists voter choices in dining, lodging, food & drink, things to do, and shopping. The AMR team talks about credit scores and the Bureau of Labor Statistics' 2017 Consumer Expenditure Survey .

Chris talks with Jeff Riley, MA Commissioner for Secondary and Elementary Education and Patricia DeBoer, Superintendent of Mashpee Public Schools about the 3 guidance scenarios for MA schools re-opening this fall (in-person, hybrid; remote learning) and the challenges with each.

Jeff Perry, Special Sheriff for Barnstable County, joins Chris this week. They discuss the "defund the police" movement. 

Kerin Delaney, Acting Executive Director, Falmouth Service Center tells how their 14 programs and 600 volunteers are supporting those in need. The AMR team discusses a Forbes survey "How COVID-19 has changed retirement planning" and the challenges of being laid off prior to a planned retirement.

Are your estate planning documents in order? Keats shares the challenges with a Medicaid Planning Trust (MPT) and whether you can access your assets once one is in place. It is important to discuss the impact of the CARES Act and the SECURE Act on your financial and estate planning with a professional.

Mike Gannon of Gannon's Tavern in Hyannis talks about the challenges that restaurants have faced with social distancing requirements and how they have innovated for their re-opening. Kristen Mitchell-Hughes of the Cape Cod Chamber of Commerce tells about things to do on the Cape this summer. Chris, Cathi, and Brian share results from the "What Have You Been Binge Watching" survey. 

Brian reviews the economy and market performance for the first half of the year. It has been a tale of two markets - the NASDAQ has done well, while the S&P 500 has had challenges. He also discusses the outlook for the remainder of 2020, noting that the markets can remain elevated even if economy doesn't snap back as quickly.

Chris and Brian talk about the pros & cons of investment property real estate. Annie Hart Cool of Sotheby's International tells how active the real estate market on Cape Cod is and what's behind it.

Steve Buller, CFA®, manages Fidelity's Real Estate Investment Portfolio and a couple of their real estate funds.  Steve talks about how they manage real estate funds and investing in REITs (Real Estate Investment Trusts).