Something More With Chris Boyd

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 …

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 …

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 …

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 …

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 …

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 …

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

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 …

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 …

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, …

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 …

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 …

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 …

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 …

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 …

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 …

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, …

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 …

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 …

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 …

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 …

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

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

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. …

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 …

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 …

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 …

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 …

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, …

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 …

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

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 …

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 …

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 …

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 …

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

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 …

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 …

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. …

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 …

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 …

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

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, …

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

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 …

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 …

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 …

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 …

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

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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% …

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

Does …

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 …

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 …

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 …

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 …

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 …

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

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

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

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

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

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 …

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 …

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

The Complimentary Portfolio Review is a two-meeting …

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 …

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 …

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

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.

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

A discussion on blockchain …

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

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

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

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

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

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 …

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

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 …

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 …

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 …

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 …

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 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, …

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 …

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 …

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 …

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®, …

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 …

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 …

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

They discuss influences of COVID-19, inflation and …

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.

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, …

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 …

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. …

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

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 …

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.

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 …

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 …