College Planning – As it is the time of year for high school and college graduations, Jeff Perry and Russ Ball discuss a wide variety of topics regarding planning for college. The conversation begins with the use of 529’s as ...
Jordan Jackson, J.P. Morgan Global Market Strategist: Tariffs, Trade and Taxes… Oh My! Hosts Kathleen Kenealy and Kevin Williams are joined by JP Morgan Global Market Strategist, Jordan Jackson. Jordan is an Executive Directo...
BUFFETT! – With the recent retirement announcement from Warren Buffett, Chris Boyd, Jeff Perry, and Brian Regan reflect on the amazing life and the many financial lessons of Warren Buffett. Brian leads the conversation with a...
Yellin & the News – After attending the CFA Society of Boston Annual Market Dinner, Chris Boyd offers his thoughts from Janet Yellen’s keynote speech. Chris reviews Yellen’s negative views on broad-based tariffs and other policies of...
Raising a financially literate child – Jeff Perry and Russ Ball offer suggestions and commentary about positive way to pass on personal finance lessons and values to your children through various stages of development. Jeff & Russ discuss...
Annual reviews and why you need one – You have probably heard all the reasons why you need a comprehensive financial plan. In this episode Jeff Perry and Russ Ball discuss why it is critical to review your plan at least annually. Topics covered...