Asset Management Resources (AMR) uses our Active Allocation approach to recognize what’s happening in market and adjust based on a client’s risk profile. During the first half of the year, AMR set up the investment portfolio…
Chris talks with Jeffrey Kleintop, CFA, Chief Global Investment Strategist & Managing Director with Charles Schwab about the state of the global economy, inflation, and the possibility of recession. What are the potential op…
Brian joins Chris and Jeff to talk about the current condition of the economy. The Federal Reserve made a decision to raise rates by a quarter point last week. Some question if it was necessary and that prior rate hikes need…
So, you finally won the lottery. Avoid the common pitfalls of sudden wealth and take these steps to protect yourself: Secure your ticket – take a copy and place in a safety deposit box Hire good counsel – a financial a…
Medicare is a complex program and can sometimes be confusing. Susan Flanagan of Blue Cross Blue Shield of Massachusetts joins Chris and Jeff to break it down. If you are planning for retirement, you will definitely want to l…
Chris Fitzgerald, General Manager of the Falmouth Commodores joined Something More with Chris Boyd to talk about the Cape Cod Baseball League and the Commodores. The Cape Cod Baseball League (CCBL) is comprised of 10 teams.…
Jeff and Jeff review a BankRate.com survey (April 2023) about money and stress. 52% said money has a negative impact on their health and causes stress. 82% of the 52% say it’s economic factors (e.g., inflation, interest rate…
Jeff and Jeff discuss some of the top mistakes people make when planning for retirement from a MarketWatch article. They are: Not planning for long-term care expenses. They suggest that this should be considered as p…
Jeff hosts for Chris. He reviews some key financial indicators that recently came out: Consumer Price Index rate of inflation was less than anticipated Producer Price Index for June only Rose 110th of 1%. The unemployment ra…
Chris and Jeff discuss a CNBC article, "Don’t be Fooled by Common Money Myths Financial Gurus Make". 1) Financial ‘advice’ always has your best interests at heart A fiduciary advisor has a legal duty to put your economic and…
Doug MacDonald, President & CEO of Murray & MacDonald Insurance Services joins to discuss things you don’t typically think about with property and casualty insurance. Doug suggests that your watercraft policy give you replac…
Chris and Jeff talk about books and podcasts – and the Something More with Chris Boyd podcast now available on YouTube! They discuss the latest IRS scam where unclaimed tax notices are being mailed on what appears to be IRS …
Chris, Brian, and Jeff talk about biased and fear-based investing. Many make investment decisions based on factors such as politics or where a certain stock sector is going and time the market wrong. When people get nervous,…
Brian’s back. He talks with Chris and Jeff about improving financial indicators, which indicates that the economy is starting to normalize. Where has the 18-month promise of a recession been? Brian discusses other false n…
Chris and Jeff chat about the July 4th holiday weekend. They answer an “Ask the Advisor” question “Should I convert my 401(s) to an IRA or ROTH IRA? Last but not least, they discuss a CNBC article about what money matters ca…
Chris & Jeff discuss the 12 retirement mistakes to avoid from a "US News & World Report" article. Some of the mistakes are not getting an early start in saving for retirement, agreeing to support adult children, overlooking …
In this episode, Chris talks with Ric Edelman, investor, author, and founder of Edelman Financial Engines about digital assets and blockchain. Ric also started a Digital Asset Council of Financial Professionals (DACFP), whic…
Attorney F. Keats Boyd, III, President at the Law Offices of Boyd & Boyd, P.C., joins Chris. Keats reviews basic estate planning documents and when they are applicable. It’s never...
Chris and Jeff talk about the benefit of having life insurance at different stages of one’s life. Life insurance can serve as a temporary tool to give one time to create the wealth that has not yet been created. How much li…
Chris & Jeff talk about the market. This week the Federal Reserve paused on interest rate hikes for May and the market is reacting favorably. The Core Inflation Rate is still at 5+, so it is unclear if rates will be hiked in…
Chris has a great conversation with Robert Powell, award-winning journalist about retirement planning. They talk about bucket lists (once you reach 65 you have on average 8,000 days left on this earth), cashflow (using guara…
May was Asian American and Pacific Islander Heritage Month and we celebrate Jeff Tomaneng, CFP®. Jeff is a first generation Filipino American and was recently recognized as a nationwide leader in the article “Amplifying 8 As…
Scott Birmingham shares a survey (How well do people perceive their readiness for retirement?) by The Center for Retirement Research at Boston College. Roughly 20% of people interviewed are in bad shape for a secure financia…
