Cover art for podcast Something More With Chris Boyd

Something More With Chris Boyd

100 EpisodesProduced by J. Christopher BoydWebsite

Financial Talk Show airing Saturdays at 3PM, ET on NEWSRADIO 95WXTK FM.

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Morningstar's Christine Benz & Jeffrey Ptak

August 10th, 2022

47:16

This hour, we are joined by Christine Benz, Morningstar's Director of Personal Finance and author of 30-Minute Money Solutions: A Step-by-Step Guide …

Economic Market Retrospect & Outlook; Investor Psychology

August 8th, 2022

47:16

CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, have an economic discussion in this hour.

Brian gives a July market …

Fear-Based Decision-Making; Purchases Retirees Almost Always Regret

August 3rd, 2022

47:16

Team AMR opens the hour discussing fear-based decision-making in the midst of tough market environments, and how to best alleviate financial stresses.

They cover common mistakes investors make and go over a …

Markets and Financial News; Real Estate and Home Mortgages

August 1st, 2022

47:16

CEO, Chris Boyd, CFP®, and IAR, Jeff Perry, JD, jump into economic discussion, talking about Q2 GDP, a recession, the Federal Reserve, financial news, and more.

Chris and Jeff are joined by Loan Officer Savannah Fabbio …

What Millionaires Do in Bear Markets; AMR's Financial Plan; Stress Testing your Financial Plan

July 27th, 2022

47:14

CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and Lead Financial Planner, Scott Birmingham, CFP®, talk about the down market and discuss what millionaires typically do when in Bear Market territory.

The Team covers AMR's …

Putting Context to Inflation; Bond Yields

July 25th, 2022

47:16

CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA, discuss and give context to the causes and reasons for inflation and its effects on the economic environment. Brian covers the difference between …

Investor Psychology; Tips on Coping with Inflation; What to do When Leaving your Job

July 20th, 2022

47:01

IAR, Jeff Perry, JD, and Wealth Advisor, Jeff Tomaneng, CFP®, discuss investor psychology, covering client sentiment, consumer confidence, recency …

Inflation & PCE, US Dollar, "Finding Your Financial Advisor"

July 19th, 2022

47:00

Jeff Perry & Brian Regan discuss inflation (Core vs. Headline) and the PCE price index, which the Federal Reserve prefers for economic analysis. They talk about the USD strength relative to interest rates around the …

Preparing for Retirement; Bucket Strategies; Life Insurance

July 13th, 2022

47:02

IAR and Host, Jeff Perry, JD, and Co-host and CEO, Chris Boyd, CFP®, are joined by AMR's Lead Financial Planner, Scott Birmingham, CFP®, to discuss ways you can prepare for retirement. Scott explains the complexity …

Economic & Market Update; Preparing for Retirement

July 11th, 2022

47:01

Investment Advisor Representative and Host, Jeff Perry, JD, and co-host and AMR CEO, Chris Boyd, CFP®, are joined by CIO, Brian Regan, CFA®, as they cover a market outlook. They touch on bear market territory, …

Cape Cod Base Ball League - Falmouth Commodores; July Fourth Festivities

July 6th, 2022

30:50

CEO and Host, Chris Boyd, CFP®, and Director of Marketing, Cathi Ingersoll, are joined by Linda Peters, Co-Chair of Fan Relations for the Falmouth …

Community; Market Conditions; Inflation Fighting Ideas

July 4th, 2022

47:01

This July 4th weekend, CEO, Chris Boyd, CFP®, and IAR, Jeff Perry, JD, touch on AMR's involvement in the community and with organizations that …

Cape Cod's July 4th - CC Chamber of Commerce

July 2nd, 2022

16:11

Kristen Mitchell Hughes, VP of Tourism Marketing for the Cape Cod Chamber of Commerce, promotes Cape Cod events that are occurring on Cape Cod for …

Cape Cod Housing Market Outlooks Pt. 2

June 29th, 2022

47:01

Host and CEO, Chris Boyd, CFP®, is joined by co-host, Annie Hart Cool, Real Estate Professional at Sotheby’s International Realty, and guests Kurt …

Cape Cod Housing Market Outlooks

June 27th, 2022

47:01

Host and CEO, Chris Boyd, CFP®, is joined by a panel of housing experts to discuss Cape Cod housing issues to opportunities. Joining is CEO of Housing Assistance Corporation (HAC), Alisa Magnotta, Real Estate …

Market Conditions; Financial Planning; Dr. David Kelly Clips

June 22nd, 2022

47:59

Chris and Jeff open the second hour talking about market environments, investments, and financial planning, giving their audience food for thought during down markets.

Chris shares clips from a recent interview he …

Market Outlook; On-Air Calls

June 21st, 2022

50:48

CEO, Chris Boyd, CFP®, and IAR, Jeff Perry, JD, discuss core and headline inflation and how the Federal Reserve is dealing with it, getting into the implications inflation has on various markets (stock, bond, energy, …

Cape Cod Chamber of Commerce; AMR Webinar Review; Client Question

June 15th, 2022

47:01

IAR and Host, Jeff Perry, JD, is joined by Paul Niedzwiecki, CEO of the Cape Cod Chamber of Commerce, to discuss current economic environments on …

Market Outlook; Inflation; 2022 Travel Trends

June 13th, 2022

47:01

IAR and Host, Jeff Perry, JD, is joined by CIO, Brian Regan, CFA®, as they discuss stock market conditions. Brian describes a preferred long-term …

Risk Tolerance; Reverse Mortgages; Business Etiquette Week

June 8th, 2022

47:01

Host and CEO, Chris Boyd CFP®, is joined by members of the AMR team to discuss risk tolerance and how it plays a big role on what kind of investor …

The Movies; OPEC & Oil Production; Financial Advisors

June 6th, 2022

47:01

CEO, Chris Boyd, CFP®, CIO, Brian Regan, CFA®, and IAR, Jeff Perry, JD, open the show talking about the movie theater business, mentioning Top Gun: Maverick.

The opening crew soon gets into OPEC's increased amount of …

Memorial Day; Market Outlook; Client Questions; Summer Plans

June 1st, 2022

48:53

CEO, Chris Boyd, CFP®, opens the show recognizing Memorial Day and AMR's helping hand in the community.

CIO, Brian Regan, CFA®, Marketing Director, …

Economic/Market Outlook; Memorial Day

May 30th, 2022

48:58

Host and CEO, Chris Boyd, CFP®, opens the show recognizing Asian American and Pacific Islander Heritage Month. He then transitions his attention to market conditions with CIO, Brian Regan, CFA®, and IAR, Jeff Perry, JD. …

Economic Conditions; Cutting Spending During Inflation; Upcoming AMR Events

May 25th, 2022

48:57

Host and Investment Advisor Representative, Jeff Perry, JD, is first joined by Chief Investment Officer, Brian Regan, CFA®. They discuss market conditions during today's inflation rates, what the federal reserve is …

Armed Forces Day; Ten Things Learned From 40 Years of Financial Planning; Bear Markets

May 23rd, 2022

51:54

Host and Investment Advisor Representative for AMR, Jeff Perry, JD, starts the show mentioning Armed Forces Day, and thanking the men and women of the United States Armed Forces. 

Investment Advisor Representative for …

Equity Market Challenges; Ten Things Learned from 40 Years of Financial Planning; National Guest Clips

May 18th, 2022

48:51

This hour, AMR's CEO, Chris Boyd, CFP®, and Investment Advisor Representative, Jeff Perry, JD, give perspective on challenges investors are facing in current equity markets. They mention giving the market time vs timing …

Current Economy, Stock Market; Political Environments

May 16th, 2022

49:53

In this hour, AMR's CEO, Chris Boyd, CFP®, and Investment Advisor Representative, Jeff Perry, JD, discuss last week's 15 year anniversary show and …

15 Year Anniversary Show

May 9th, 2022

1:39:01

On this 15 Year Anniversary show, host, Chris Boyd, CFP®, is joined by AMR's Chief Investment Officer, Brian Regan, CFA®, and Chris's brother, F. Keats Boyd, III, President of Boyd & Boyd, PC.

It's a fun, …

Mailbag of Questions; 15 Years on the Radio

May 4th, 2022

48:22

Host and AMR Investment Advisory Representative, Jeff Perry, JD, is joined by AMR's Wealth Advisor, Jeff Tomaneng, CFP®, and CIO, Brian Regan, CFA®, to answer a few client mailbag questions. Brian and Jeff answer …

Retirement Planning; Financial Literacy

May 2nd, 2022

50:18

Host and AMR Investment Advisory Representative, Jeff Perry, JD, and Marketing Director, Cathi Ingersoll, open the show. Cathi answers a financial …

15 Year Anniversary; Expensive Politics; National Volunteer Month; Secure Act 2.0; Home Equity Line of Credit

April 27th, 2022

48:26
AMR CEO, Chris Boyd, CFP®, and the team open the show at a high level, outlining the hour while mentioning 15 years of radio/podcasting. AMR CIO, Brian Regan, CFA®, briefs his recent article on how expensive your …

Stock Updates; Living Paycheck to Paycheck; 4% Rule

April 25th, 2022

51:24

AMR's CEO, Chris Boyd, CFP®, and Marketing Director, Cathi Ingersoll, open the show with a few tidbits on volunteerism and outline the agenda of the …

Cape & Islands United Way

April 20th, 2022

25:29

Host and AMR CEO, Chris Boyd, CFP®, is joined by Cape & Islands United Way President and CEO, Mark Skala. They discuss the United Way's …

Quarterly Economic & Market Outlook

April 18th, 2022

49:25

Host and CEO, Chris Boyd, CFP®, and CIO, Brian Regan, CFA®, refreshes listeners on AMR's most recent Economic & Market Outlook webinar, uncovering key drivers of the economy's markets. With bad news highlighting …

Financial Literacy 2.0

April 13th, 2022

48:27

Host, Jeff Perry, JD, keeps the show's focus on Financial Literacy Month, starting with talking about credit scores, how they are determined, and what it means for your ability to receive loans. 

AMR's Chief Investment …

Financial Literacy

April 11th, 2022

51:20

Investment Advisor Representative, Jeff Perry, JD, hosts the show, opening with AMR's Marketing Director, Cathi Ingersoll, to talk about Financial …

Secure Retirement; Geopolitics; Upcoming 15 Year Show Anniversary; The Great Resignation; Sullivan & Sullivan Auctioneers, LLC

April 6th, 2022

51:19

Chris, Jeff and Brian start the hour off talking about a 401k Secure Retirement Bill that is in congress's hands at the moment. They shift the …

Treasury Yield; Inflation & Money Supply; Economy

April 4th, 2022

51:19

AMR's CIO, Brian Regan, CFA®, talks about his attendance on a fixed income panel at the Private Wealth New England Forum, and the discussion around the 10-year Treasury yield, what it looks like given current conditions …

Client Portfolio Question; Tax Traps

March 30th, 2022

51:20

AMR's CEO, Chris Boyd, CFP®, is joined by IAR, Jeff Perry, JD, to go over and answer a client question on why their portfolio is looking downward. …

Something More Mentoring; Economic Conditions Domestic + Abroad

March 28th, 2022

51:18

AMR's CEO, Chris Boyd, CFP®, is joined by Jeff Perry, JD, for the hour to discuss AMR's new Something More Mentoring program, which is a monthly educational on personal finance.  They further discuss rising interest …

Market News; Something More Mentoring; HIT Ruck Race

March 23rd, 2022

51:17

Jeff is joined by AMR's Chief Investment Officer, Brian Regan, CFA®, to review his market discussions on AMR's most recent Financial Planning webinar. He further shares his thoughts on current market environments in …

Helping Ukraine; Cybersecurity

March 21st, 2022

51:17

Host, Jeff Perry, JD, an Investment Advisor Representative for AMR, and Marketing Director, Cathi Ingersoll, open the show mentioning AMR’s most …

Inflation & Retirement; Audit Triggers; Client Mailbag

March 16th, 2022

51:20

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, …

Markets in Current Economic Conditions

March 14th, 2022

51:20

CEO, Chris Boyd, CFP®, and Marketing Director, Cathi Ingersoll, open the show and introduce AMR's upcoming webinar, which is live on Wednesday, March …

Special Guest - Kristi Curling, People's Home Equity

March 10th, 2022

22:16

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 …

Spending Your Kids Inheritance; Real Estate Mortgages

March 9th, 2022

51:18

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 …

Ukraine/Russia War Geopolitical Implications

March 7th, 2022

51:19

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 …

Ukraine/Russia; Client Mailbag; Special Guests from CC Chamber of Commerce and Tennessee Titans

March 2nd, 2022

1:06:00

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 …

Credit Freeze; Special Guest Bob Powell, CFP®

February 28th, 2022

51:20

CEO, Chris Boyd, CFP®, and Marketing Director, Cathi Ingersoll, go over the shows agenda and talk about some benefits of freezing your credit. 

Budgeting & Debt in Retirement; Market News; Defining Alpha & Beta

February 23rd, 2022

51:18

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% …

Internet Scams; Mistakes when Hiring a Financial Advisor

February 21st, 2022

51:12

Host, Jeff Perry, JD, is joined by AMR’s Director of Marketing, Cathi Ingersoll, to talk about staying vigilant against rising internet scams. 

Does …

What to Look for in a Financial Planner; Valentine's Spending; Couples Sharing Finances; Four Ways to Manage Personal Finance

February 16th, 2022

51:19

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 …

Preparing for the Unexpected; Celebrities who got Scammed

February 14th, 2022

51:18

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 …

Talking to Your Kids about Money; Market News Updates

February 9th, 2022

51:23

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 …

Tom Brady's Retirement; Talking to Your Spouse/Parents/Kids about Money

February 7th, 2022

51:24

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 …

Tax Season Prep; What to Look For in a Financial Advisor

February 2nd, 2022

51:30

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 …

Market Fluctuations; Investing in Bonds/REITs; Real Estate in the Metaverse

January 31st, 2022

51:29

Team AMR discusses market fluctuations, from the most recent Fed meeting to what is going on in Eastern Europe and economic consequences of …

Spouses Managing Incomes; Life Insurance

January 26th, 2022

51:17

This hour, Chris is joined by Wealth Advisor, Jeff Tomaneng, CFP®, and Investment Advisor Representative, Mike Perna, CFP®, MBA, to talk about how …

Complimentary Portfolio Review; Economic & Market Update

January 24th, 2022

51:18

Host Chris Boyd, CFP®, CASL®, discusses AMR's Complimentary Portfolio Review limited offer, which is a two meeting process. At first, after gathering …

Economic & Market Update Webinar; Market News with CIO Brian Regan, CFA®

January 19th, 2022

51:17

Host, Investor Advisor Representative, Jeff Perry, JD, and Marketing Director, Cathi Ingersoll, talk about the benefits of joining our Economic & …

MLK Day, Pondering Financial Success in 2022

January 18th, 2022

51:20

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 …

AMR Complimentary Portfolio Review; 2021 Top Financial News

January 12th, 2022

51:18

AMR is offering a limited time Complimentary Portfolio Review for investors with $500,000 or more, consisting of a detailed analysis of your …

2021 Market Performance; AMR Complimentary Portfolio Review

January 10th, 2022

51:19

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 …

Setting Goals; 2021 Top News Events

January 5th, 2022

51:12

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 …

AMR Complimentary Portfolio Review

January 3rd, 2022

51:24

To kick-off the 2022, Chris offers AMR’s Complimentary Portfolio Review (a limited time offer).

The Complimentary Portfolio Review is a two-meeting …

Christmas Special: Reverend Jane Herring

December 27th, 2021

1:27:51

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 …

Year-End Financial Planning Reminders; Budget Managing; Holiday Favorites

December 22nd, 2021

51:04

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 …

Fed Press Conference; Economic Trends; Closed-End Funds

December 20th, 2021

51:10

AMR's team of experts discuss the latest Fed press conference, covering the tightening of monetary policy, interest rates and inflation, and how …

Champ Homes; Cape Cod Foundation; Red Cross MA

December 16th, 2021

41:36

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.

Charitable Giving; Blockchain/Cryptocurrency; Housing Boom

December 15th, 2021

43:53

AMR discusses charitable giving and how one can partake in a Charitable Remainder Trust and the benefits of doing so. 

A discussion on blockchain …

Stock Volatility; iBonds; Philanthropic Giving

December 13th, 2021

51:23

Stocks continue to show volatility due to uncertainty over the Omicron variant. Our Chief Investment Officer, Brian Regan, CFA®, discusses what to …

Protecting Finances from Inflation; Guide to Wealth; Remembering Phil Saviano

December 8th, 2021

51:05

Team AMR reviews inflation rates and how some companies/industries benefit during inflationary periods, and how some do not - consumer staples vs …

Market Volatility; Year End Planning; ETFs

December 6th, 2021

51:03

Team AMR discusses recent stock market volatilities due to the new COVID variant and how it impacts the bond market simultaneously.  Year end …

Mutual Funds 101; Infrastructure Bill; ESG

December 1st, 2021

46:25

The team gets together for another investment basics segment, digging into the investment vehicle of mutual funds. Chris and the gang discuss …

Meet the AMR Team; Annalee Kruger with Care Right Inc.

November 29th, 2021

46:31

AMR team members Cathi Ingersoll, Director of Marketing, and Mike Perna, CFP®, Investment Advisor Representative, share their career stories and how …

Earnings Deep Dive with Brian Regan, CFA®

November 24th, 2021

36:17

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 …

Zillow iBuying Failure

November 23rd, 2021

12:48

Jeff Perry, JD, and Scott Birmingham, CFP®, CCO, have a conversation on publicly traded company Zillow. Being recognized as a successful brand, …

Cape Symphony with Michael Albaugh

November 23rd, 2021

15:02

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 …

Estate Planning & Generational Giving with Keats Boyd, J.D.

November 22nd, 2021

51:17

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 …

Assets to Give to Charity; Bonds 101; Annuities

November 17th, 2021

51:08

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 …

Inflation; Infrastructure Bill; Investing Impacts

November 15th, 2021

51:17

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 …

Stocks 101; How AMR Advisors Became Certified Financial Planners

November 10th, 2021

34:09

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 …

AMR - Mailbag Q&A

November 9th, 2021

12:05

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. 

Cape & Islands Veterans Outreach Center

November 9th, 2021

14:34

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, …

Federal Reserve; America's Cash Glut; Bad Investment Habits to Break

November 8th, 2021

51:12

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 …

Best of SMwCB - Qtrly. Economic & Market Update

November 3rd, 2021

51:17

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 …

Best of SMwCB - Risk Profiles, Market Drivers

November 1st, 2021

51:21

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 …

Planning for Retirement; How AMR Advisors Became Certified Financial Planners

October 27th, 2021

51:07

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®, …

Client's Tax Questions; Adam Minsky, Student Loan Forgiveness

October 25th, 2021

51:10

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 …

Holiday Budgeting; Cost of Owning a Pet

October 20th, 2021

51:19

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 …

AMR Qtrly. Economic & Market Update

October 18th, 2021

51:20

Chris Boyd and Brian Regan review Q3 portfolios, and Q4 market conditions and portfolio designs.

They discuss influences of COVID-19, inflation and …

Ways to Become a Millionaire, Richest People in the U.S.

October 13th, 2021

51:09

Chris is joined by Cathi Ingersoll and Jeff Perry as they look into the top ways to become a millionaire and the richest people in America.

Bruce Monrad, Northeast Investor's Trust

October 12th, 2021

51:15

Chris and the AMR team is joined by Bruce Monrad of Northeast Investor's Trust to discuss portfolio management strategies, the Fed, high-yield bonds, …

How has the Pandemic Affected Retirement?

October 6th, 2021

41:18

Chris, Scott, and Jeff discuss a recent Kiplinger survey asking retiree’s (or those near retirement) how the pandemic has had an  impact on their finances: What are they more worried about? What impact has the pandemic …

What to do with your 401(k)

October 5th, 2021

8:16

Did you forget about a 401(k) that you established with a prior employer? It’s best to take care of the 401(k) within a year of leaving the company. …

Cape Cod - Heroes In Transition Fall Gala

October 5th, 2021

10:13

Nicole Spencer, Executive Director and Kristen Boyd, Board Member of Heroes in Transition join Chris. Heroes in Transition provides transitional …

Risk Profiles, Market Drivers

October 4th, 2021

51:23

AMR discusses the Business Insider article “Men over 45 who identify as having 'excellent investment experience' are more likely to panic sell during a market downturn, MIT study finds.” and risk profiles.

Brian reviews …

Analyzing Evergrande and Mailbag Questions

September 29th, 2021

51:18

Jeff Perry discusses the recent events concerning Chinese company Evergrande with Brian Regan. 

Jeff Tomaneng and Scott Birmingham join to answer listener questions from the Mailbag.

Fall Financial Moves to Make

September 27th, 2021

51:21

Jeff Perry hosts this week as we mark the beginning of the Fall season discussing Fall financial tips/moves to make. 

Jeff is joined by Cathi …

ESG Investing; Couples Financial Planning; Qualified Charitable Distributions

September 22nd, 2021

51:22

Chris and Brian review the scorecard that AMR developed to help those interested in ESG (Environmental Social Governance) investing. It ranks companies based on their cost, performance, and degree to which they have …

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