Episodes

SECURE Act 2.0 Webinar Info; Money Issues in Relationships
Feb. 27, 2023

SECURE Act 2.0 Webinar Info; Money Issues in Relationships

Host and IAR Jeff Perry, JD, is joined by AMR’s Marketing Director Cathi Ingersoll to present AMR’s upcoming Financial Planning webinar “SECURE Act 2.0 - 5 Most Important Takeaways.” AMR’s team of advisors will provide important takeaways...
Financial Lessons Taken from Seinfeld
Feb. 22, 2023

Financial Lessons Taken from Seinfeld

On this hour of Something More, AMR team members join for financial lessons that can be taken from Seinfeld (show). They discuss a variety of Seinfeld scenes and episodes that revolve around the characters’ occupations, side hustles, money habits,...
CPI; Stock Valuation; Cyber Security
Feb. 20, 2023

CPI; Stock Valuation; Cyber Security

Host and IAR Jeff Perry and CIO Brian Regan, CFA®, cover financial news and give detail to January's CPI report. They focus on things that stuck out, their lagging effects, and their implications on Federal Reserve and the economy. After, Brian...
Saving Goals; US Employment Data Implications; ChatGPT AI
Feb. 15, 2023

Saving Goals; US Employment Data Implications; ChatGPT AI

Chris and Jeff discuss the importance of saving to create appropriate financial lifestyles. Sentiments they share is spending less than you make and setting goals for long-term savings. Recent employment data reveals an increase in job reports. How...
Incomes and Costs of Living; Cashflow Planning
Feb. 13, 2023

Incomes and Costs of Living; Cashflow Planning

CEO Chris Boyd and IAR Jeff Perry start on the discussion of costs of living and average US income. They discuss differences in income and costs of living today compared to a previous time period. Chris and Jeff continue on to challenges people face...
Estate Planning Tax Strategies
Feb. 10, 2023

Estate Planning Tax Strategies

CEO Chris Boyd is joined by brother Keats Boyd, who is an estate planning attorney on Cape Cod and president of Boyd & Boyd, P.C. Keats shares with us tools and techniques people can use for tax strategies if they make over a million dollars a...
Financial Planning Meets Estate Planning; Economy; Millionaire Tax
Feb. 8, 2023

Financial Planning Meets Estate Planning; Economy; Millionaire Tax

Host and AMR CEO Chris Boyd, CFP®, is joined by his brother F Keats Boyd III, President of estate planning law firm Boyd & Boyd, P.C. Chris and Keats discuss synergies of financial planning and estate planning in the context of tax strategies. They...
Economic Outlook; Long Term Care Planning; Debt Management
Feb. 1, 2023

Economic Outlook; Long Term Care Planning; Debt Management

Chris and Jeff are joined by AMR’s Chief Investment Officer Brian Regan, CFA®, to discuss where the Fed will go next with anticipated fed funds rate hikes. Brian gives an outlook on market expectations while considering the effects of fed...
GDP & Economic Reports; Bernie Madoff Ponzi Scheme & Ethical Business Practice
Jan. 30, 2023

GDP & Economic Reports; Bernie Madoff Ponzi Scheme & Ethical Business Practice

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, talk about the recent GDP report, employment numbers, consumer spending, and housing data to then give an outlook on what it means for the economy and recession anticipations. They consider the Fed trying...
US Debt Ceiling; Preparing for a Long Retirement
Jan. 25, 2023

US Debt Ceiling; Preparing for a Long Retirement

Chris, Jeff, and Brian get into an animated political and economic discussion about the US debt ceiling. They explain what the debt ceiling is and the economic impact if the US defaulted on their debt. Chris and Jeff talk about how to prepare for a...
2022 Analysis; 2023 Outlook; Investing/Financial Planning
Jan. 23, 2023

2022 Analysis; 2023 Outlook; Investing/Financial Planning

CIO Brian Regan, CFA®, gives a recap on AMR's Quarterly Economic & Market Update webinar - reviewing 2022 market performances and 2023 portfolio design. Brian talks about the four stages of the pandemic and how a normalization phase can come to...
Stock/Bond Investing; Diversification
Jan. 18, 2023

Stock/Bond Investing; Diversification

Chris and Jeff get into market effects due to inflation and rising interest rates, specifically looking at bonds and the valuation of stocks. How much do the rise in interest rates change our perspective on traditional portfolio designs? They discuss...
CPI/Inflation; Big Lottery; 60/40 Asset Allocation
Jan. 17, 2023

CPI/Inflation; Big Lottery; 60/40 Asset Allocation

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, cover news on inflation and discuss Consumer Price Index (CPI) trends and what it means for the Federal Reserve in their decisions on raising future interest rates. They get into recession...
Worth Having a Financial Advisor?; Geopolitical Tensions on International Investments
Jan. 11, 2023

Worth Having a Financial Advisor?; Geopolitical Tensions on International Investments

The team gets into why it’s worth having a financial advisor, mentioning the benefits of having a professional on your side to characterize aspects of your financial plan you might not think about. How active are financial planners in tending...
Complimentary Portfolio Review; Employment & Federal Reserve; Secure Act 2.0
Jan. 9, 2023

Complimentary Portfolio Review; Employment & Federal Reserve; Secure Act 2.0

CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and Marketing Director Cathi Ingersoll kick-off the first show of 2023 discussing the importance and logistics of new beginnings, setting goals, and planning for the future. Chris shares information on...
Secure Act 2.0; Cape Cod Times Needy Fund; AI; Protecting Your Money in 2023
Jan. 4, 2023

Secure Act 2.0; Cape Cod Times Needy Fund; AI; Protecting Your Money in 2023

Chris and AMR’s Lead Financial Planner, Scott Birmingham, CFP®, go through the Secure Act 2.0, its nuances on Roth conversions and more, and what it means for people approaching or in retirement age. We are joined by Cape Cod Times Needy Fund Vice...
2022-2023 Economy & Markets; Complimentary Portfolio Review
Jan. 2, 2023

2022-2023 Economy & Markets; Complimentary Portfolio Review

There’s no getting around the fact that 2022 was a tough year for investors. Chris gets into what tends to happen after a market disruption. Chris introduces his firm Asset Management Resources’ complimentary portfolio review offer. He gives...
The Cape Cod Foundation; Origins/Stories of Hanukkah; Required Minimum Distributions
Dec. 21, 2022

The Cape Cod Foundation; Origins/Stories of Hanukkah; Required Minimum Distributions

We are joined by the President and CEO of The Cape Cod Foundation, Kristin O’Malley, to explain the non-profit’s active role in the Cape Cod community. Being 33 years young, The Cape Cod Foundation is known as a “community foundation,” acting...
CPI/Federal Reserve; Inflation Effects on Retail Sales; FTX & Binance
Dec. 19, 2022

CPI/Federal Reserve; Inflation Effects on Retail Sales; FTX & Binance

Host Chris Boyd, CFP®, and Jeff Perry, JD, are joined by fired-up Brian Regan, CFA®, this hour to talk about the recent rollercoaster week in the market. They start with CPI and explain how its report on Tuesday reflected on the Federal Reserve’s...
ESG Investing; Santa Clause Rally; Are Commentators Worth Following?; Something More
Dec. 14, 2022

ESG Investing; Santa Clause Rally; Are Commentators Worth Following?; Something More

Host Chris Boyd, CFP®, and Jeff Perry, JD, discuss challenges that occur when investing in ESG, recent controversy, what diversity means as an investment firm, and the importance of making informed decisions. CIO Brian Regan, CFA®, explains what a...
Meaning of
Dec. 12, 2022

Meaning of "Something More"; Employment Rates; ESG Investing

Host Chris Boyd, CFP®, and co-host Jeff Perry, JD, are joined by Marketing Director Cathi Ingersoll to discuss the meaning behind “Something More.” Chris gives reflection to and explains what “Something More” means to him and shares how...
Cape & Islands United Way; Market & Financial News
Dec. 7, 2022

Cape & Islands United Way; Market & Financial News

Host Jeff Perry, JD, is joined by President and CEO of the Cape & Islands United Way, Mark Skala, to speak about charitable giving this time of year, mentioning statistics that illustrate December as the largest donating month of the year. Mark shares...
Sheriff Cummings of Barnstable County; Holiday Shopping/Planning/Budgeting
Dec. 5, 2022

Sheriff Cummings of Barnstable County; Holiday Shopping/Planning/Budgeting

Host Jeff Perry, JD, is joined by Sheriff Jim Cummings of Barnstable County Sheriff’s Office to discuss his time and career in law enforcement, from entering the Framingham State Police Academy in 1974 to becoming Sheriff in 1999. He shares...
Housing Security, Champ Homes; New World Order or Continued Global Economy?
Nov. 30, 2022

Housing Security, Champ Homes; New World Order or Continued Global Economy?

Host Jeff Perry, JD, is joined by Adam Burnett, Executive Director of Champ Homes, to speak about the organization and how Champ Homes acts as a support system for those with housing instability. Adam mentions recent trends of Champ Home stayers are...