Something More with Chris Boyd

When should you start thinking about your taxes? If the answer is April, you may already be too late to take advantage of some valuable planning opportunities.In this episode of Something More with Chris Boyd, Chris Boyd and Luke Bagley discuss why the final weeks of the year can be an important window for proactive tax planning. Rather than simply waiting to see what your tax return looks like, they explore strategies that may help you manage taxes as part of a broader financial plan.The conver

What should investors be watching as we approach year-end, and how should changing interest rates, market concentration, and uncertainty about future economic growth influence the way we think about portfolios?On this episode of Something More with Chris Boyd, Chris is joined by senior portfolio manager Brian Regan, CFA, MBA, for a timely discussion about the forces shaping today's markets. They examine the significant move higher in interest rates, the extraordinary influence of AI-related and

Your Social Security number is one of the most important pieces of personal information you possess, but do you know when it's actually appropriate to share it?In this episode of Something More with Chris Boyd, Chris Boyd is joined by Luke Bagley and Russ Ball for a practical conversation about identity theft, cybersecurity, and the growing sophistication of modern scams. What starts as a discussion about Social Security numbers quickly expands into a broader look at the tactics fraudsters use t

What happens when the market's expectations shift from interest rate cuts to interest rate hikes? And what does that mean for investors trying to position their portfolios in an increasingly uncertain environment?In this episode of Something More with Chris Boyd, Chris is joined by Brian Regan to unpack the rapidly changing interest rate landscape and the challenges facing both bond and stock investors. They discuss why inflation has remained stubbornly elevated, how Federal Reserve policy is ev

Many people assume estate planning is only for the wealthy. In reality, estate planning is about much more than passing assets to the next generation. It's about protecting loved ones, making important decisions in advance, and creating clarity during life's unexpected transitions.In this episode of Something More with Chris Boyd, Chris Boyd is joined by Kate Maier, Vice President, Private Client in Wealth Enhancement Group's Advanced Planning department, for a thoughtful conversation about why

Is the stock market truly expensive, or are investors relying too heavily on one familiar metric?Chris Boyd is joined by senior portfolio manager Brian Regan and advisor Luke Bagley to revisit last year’s market outlook and examine how conditions have changed. Brian explains why the price-to-earnings ratio alone does not provide a complete picture of market value. Interest rates, credit spreads, earnings growth, company quality, and long-term expectations can all influence whether stocks offer a