Something More with Chris Boyd

Matthew Ko, Vice President and portfolio specialist in the Multi-Asset Division at T. Rowe Price joins Chris to discuss the short-term financial environment, what the recovery could look like, and how they are approaching various market allocations. Chris reviews current stats that are affecting the financial numbers.

Chris welcomes Graham Silliman, Managing Partner of Better Foods LLC (aka Siena in Mashpee Commons and Tavolino restaurants) and Wendy Northcross, CEO of the Cape Cod Chamber of Commerce. Graham talks about the challenges restaurants are facing and how he is managing them. His restaurants are adapting with take out and curbside pickup. Wendy talks about government initiatives to ease the burden on...

Chris welcomes Jennifer Goldman, who shares good business practices for working at home. He also talks about investor considerations during this economic environment, such as cash reserves, portfolio distribution, risk tolerance, expenses, being opportunistic, among others.

Chris welcomes Ruth Provost, Director of the Boys & Girls Club of Cape Cod and Gretchen Murphy of Dowling & O'Neil Group. With over 1,089 members, the Boys & Girls Club of Cape Cod runs before and after school, school break, and summer vacation programs for children and teens. They are funded through donations, grants, and special events. Gretchen talks about personal and commercial insurance base...

Chris and Brian discuss the markets - with Thursday seeing a 10% decline and a sharp rebound on Friday. Stocks have declined 25-30% from their peak, signifying the end of an 11-year bull market. America mobilized this week to slow the spread of the Coronavirus. Congress' fiscal stimulus package is expected to pass into law soon. The Russia and Saudi Arabia oil price war created an additional drag...

In recognition of International Women's Day, the AMR team discusses different investment considerations that may be unique to women. Chris welcomes Barbara Cotton, the new Executive Director, and Ken McGuire, Board Chair, of the Red Cross - Cape, Islands and Southeast MA region to talk about their mission and the annual Heroes Breakfast. The Red Cross provides services that turn compassion into ac...

Chris and team talk about financial matters including the election, the Coronavirus, the Fed's rate cut and the market reaction, and the 30-year Treasury rate all-time low. Closings are occurring that contain the Coronavirus, but are slowing down market activity. Cathi shared best practices regarding the virus. #SMoreCB #CapeCodfinancialplanner

Chris and team talk about financial matters including the election, the Coronavirus, the Fed's rate cut and the market reaction, and the 30-year Treasury rate all-time low. Closings are occurring that contain the Coronavirus, but are slowing down market activity. Cathi shared best practices regarding the virus. #SMoreC #CapeCodfinancialplanner

Chris and Brian talk about the Coronavirus and its implication on the market. Broad indexes dropped around 12% this week, which may be a market correction as it was priced for perfection and any slowdown could have altered the course. International stocks have not suffered as much as they were not as overvalued to begin with. With the SARS and ZIKA viruses, the markets also dropped about 13%. In t...

Chris welcomes Wendy Northcross, CEO of the Cape Cod Chamber. Wendy talks about the Cape Cod bridge replacement, among other Cape related topics. The US Army Core of Engineers came out with a declaration to replace the bridges versus repairing them. The new bridges will include four expanded travel lanes, and acceleration and deceleration lanes. They could be built within 7 years and will be place...

Jeff Perry, Special Sheriff for Barnstable County, welcomes Taylor White, Sandwich Town Clerk. Taylor manages running elections, administering censuses, registering licenses, and vital record record keeping for the Town.  He has preserved 75% of vital records that date back to 1640. Jeff and Taylor also discuss the 2020 election dates and encourage everyone to vote.

Jeff Perry, Special Sheriff for Barnstable County, welcomes Representative Will Crocker. Will, Representative in 2nd Barnstable District, discusses his work on Nero's Bill. Nero's Bill proposes that EMTs and paramedics trained in veterinary protocol be allowed to stabilize, treat, and transport dogs like Nero. Nero was injured when Sergeant Gannon lost his life in the line of duty on April 12, 201...

Chris welcomes Adam Howard, Visual Effects Supervisor, who shares stories from his work in television and films. Adam started working in television on the Simpsons and Will & Grace. His first feature film in the US was Sandlot. He also worked on Star Trek, Pirates of Caribbean, Mission Impossible, and Star Wars. He did some ground breaking visual effects on the Titanic, where George Harrison of th...

Brian talks about private equity funds and fractional share investing. Private equity investments are potentially high return investments, but carry extra risk since they lock money up for typically 7 years, need to be an accredited investor, and come with high fees. Investment firms are competing by selling fractional stock shares so investors can afford higher prices stocks as one way to build a...

Chris and Cathi are joined by Josh Flanders (General Manager) and Jacobi Reid (Head Brewer) from Bad Martha's Brewery. Last year they opened a Falmouth location, expanding from their Edgartown location that opened in 2014. A 15-barrel system allows 10 batches of beer to brew consecutively; taking 2-4 weeks to brew a batch. Offering 50-60 different beers per year, they source local ingredients to o...

Chris and Brian discuss financial issues such as the GDP, ISM manufacturing index, durable goods, the Corona Virus, and investment price vs. value. The GDP reported on target at 2%. Business growth slowed last quarter as expected due to heavy inventory; however, US import/export numbers were strong. The January ISM manufacturing index was over 50 for first time in a while. Technology companies did...

Chris and Brian discuss the notion of people investing for income (dividends, interest) versus total return, and being cautious of hidden risk when investing purely for income. Scott joins Chris to talk about an IRS financial scam reported on by the Wall Street Journal recently – protect yourself by: registering your number with National Do Not Call Registry, installing a call screening or blockin...

Bob Vandy, President of Advisors Insurance Brokers joins Chris to talk about long-term care insurance and some of the newer generation products that combine traditional long-term care insurance with life insurance or annuity benefits. Care for a chronic condition that is not improving needs to be covered under long-term care insurance vs. Medicare. Long-term care can be provided at home, as well a...

Chris and his Kristen Boyd welcome Sara Hines from Eight Cousins Bookstore in Falmouth and Val Royal from Brewster Bookstore to talk about books and reading. Both are independent stores, and sell books, audio tapes, and gifts for all members of the family. Local bookstores offer a community service by helping to match books to readers and hosting events (author signings, story times, book clubs)....

Daniel Schwenk joins Chris to talk about tax preparation and tips. Many people experienced large withholdings last year and asked for advice on how to remedy throughout the year. There is still time to set-up a SEP IRA, etc., to provide benefit for 2019 taxes.  Mid-March is a good time to file as statements may be coming in until then, but filing can be amended if something substantial was missed....

Chris talks with Marie Stevenson, who shares her home exchange and travel adventures. Marie started using home exchange lodging in 1997 with Intervac, and now uses both Intervac and Home Stay. She has exclusively stayed in home exchange lodging since then and has visited most European countries, Canada, and several US states. Both charge a small annual fee, but Marie finds she is able to save mone...

Chris and Brian discuss the markets, manufacturing, and the 2020 economic outlook. Brexit moving ahead and Phase 1 of the China Trade Deal signed. Consumer confidence is up, but we are looking for an uptick in corporate earnings (Q1 earnings mixed). Join AMR on Jan. 23rd for the Quarterly Investment Outlook seminar by registering at 508-771-8900. Scott talks about travel hacks, including the FIRE...

Chris and Keats Boyd take calls from the audience, and discuss the December jobs numbers and other financial news. Now that we are in the back end of economic expansion, it is a good time to review your portfolio asset allocation. Keats and Chris review the SECURE Act, and some of the tactics to protect personal and inherited retirement accounts.

In the interest of starting an organized and healthy new year, Chris welcomes Maryann Murphy and Jessica Riley-Norton. Maryann. a frequent public speaker and professional organizer , shares time management and goal setting techniques. Jessica, owner of EVOKE Yoga , discusses the various types of yoga, and how they can restore our bodies, and improve strength and balance.

Chris reviews key financial indexes and stock performance for 2019. Last year's numbers were good. Corporate earnings will need to rise for the economy to stay strong – right now the data is a mixed bag that we will need to continue to watch. Stay invested and revisit your asset allocation to right-size your portfolio if needed.  Chris also shared financial housekeeping tips to address at the begi...