Apr 19, 2024

Looking Back/Looking Forward – Senior Portfolio Manager Brian Regan joins Chris Boyd and Jeff Perry with his commentary on the first quarter returns in the stock market. The conversation naturally moves to a forward-looking view of the second quarter and beyond.  Brian outlines the “Bull” and “Bear” cases for...

Apr 19, 2024

Level 5 - Abundance – Chris Boyd and Jeff Perry wrap up their previous discussions concerning the 5 Levels of Wealth by discussing the subject of “Abundance”.  The pair offer their thoughts on how living in abundance occurs when one is able to align their financial wealth with their personal values and desired...

Apr 15, 2024

Mail Bag - Should we worry about the Dollar? – Chris Boyd welcomes Brian Regan to
this episode to discuss a question from the AMR Team Mail Bag. This listener’s question
asks about the threats to the strength of the US Dollar and whether China may have a
political or market interest in a devalued US Dollar. Other...

Apr 15, 2024

Market Observations/First Quarter review – Brian Regan joins the show to share his
generally positive commentary on the first quarter results in the financial markets. Brian
highlights that recent market performance emphasizes why diversification is key to a
financial plan. Chris Boyd and Jeff Perry add in their...

Apr 12, 2024

Level 4 - Freedom – Chris Boyd and Jeff Perry continue their series about the 5 Levels
of Wealth (see related article linked below). For this segment, they move onto level 4 –
Freedom. Chris and Jeff discuss how Freedom means having the ability to cover
your current and future financial needs, and when working is...