CEO, Chris Boyd, CFP®, and Wealth Advisor, Jeff Tomaneng, CFP®, are joined by Cozy Wittman, Education and Partnership Manager of College Inside Track, to discuss college planning and trends. She shares with us how she helps …
CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, discuss recent economic news and what has been going on in the market. Brian updates us on CPI, inflation and other market indicators that the Federal R…
CEO, Chris Boyd, CFP®, Marketing Director, Cathi Ingersoll, and Wealth Advisor, Jeff Tomaneng, CFP®, open the hour by appreciating being named Top 3 Financial Planners and Investment Firms by The Best of Cape Cod and being n…
AMR's CEO, Chris Boyd, CFP®, Lead Financial Planner, Scott Birmingham, CFP®, and CIO, Brian Regan, CFA®, open the show talking about the job market environment and its implications on the Federal Reserve's rate hike outlook.…
CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, open this hour continuing their discussion on a Wall Street Journal article, 20 Ideas for Adjusting Your Stock and Bond Portfolio. The topics covered we…
Chris and Jeff open the show on Chris’s birthday celebration at a James Taylor concert, one of his favorite restaurants and more. Jeff shares context of Labor Day: where the holiday came from, why we celebrate it and what i…
CEO, Chris Boyd, CFP®, and IAR, Jeff Perry, JD, are joined by Certified Student Loan Professional, Belle Osvath, CFP®, CSLP®, to explain the logistics of student loan forgiveness: who it affects, what it means for those who …
CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, open the hour talking about the market and economy. They discuss short- and long-term outlooks of inflation, bringing up three main inflation forces - m…
IAR, Jeff Perry, JD, is joined by President and CEO of the Cape Cod Canal Region Chamber of Commerce, Marie Oliva. They discuss business conditions on Cape Cod as Marie characterizes prominent industries for the economy. The…
Host and IAR, Jeff Perry, JD, and Wealth Advisor, Jeff Tomaneng, CFP®, open the show updating listeners on AMR’s upcoming Financial Planning webinar on Wednesday, August 24th. They discuss the Inflation Reduction Act, explai…
While feeling the effects of inflation, CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and Wealth Advisor, Jeff Tomaneng, CFP®, uncover ways to keep a flexible budget while still being able to travel and have summer fun. AMR's …
CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, connect this first hour on current market landscapes and what certain economic and federal outcomes can mean for investors. The Team brings up the topic…
This hour, we are joined by Christine Benz, Morningstar's Director of Personal Finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances, and Jeffrey Ptak, CFA®, Morningstar's Chief Rati…
CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, have an economic discussion in this hour. Brian gives a July market retrospect, discussing market drivers like earning reports, slowing inflation, a lon…
Team AMR opens the hour discussing fear-based decision-making in the midst of tough market environments, and how to best alleviate financial stresses. They cover common mistakes investors make and go over a GOBankingRates ar…
CEO, Chris Boyd, CFP®, and IAR, Jeff Perry, JD, jump into economic discussion, talking about Q2 GDP, a recession, the Federal Reserve, financial news, and more. Chris and Jeff are joined by Loan Officer Savannah Fabbio from …
CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and Lead Financial Planner, Scott Birmingham, CFP®, talk about the down market and discuss what millionaires typically do when in Bear Market territory. The Team covers AMR's finan…
CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA, discuss and give context to the causes and reasons for inflation and its effects on the economic environment. Brian covers the difference between Headlin…
IAR, Jeff Perry, JD, and Wealth Advisor, Jeff Tomaneng, CFP®, discuss investor psychology, covering client sentiment, consumer confidence, recency bias and behavioral finance. They get into tips on coping with inflation, men…
Jeff Perry & Brian Regan discuss inflation (Core vs. Headline) and the PCE price index, which the Federal Reserve prefers for economic analysis. They talk about the USD strength relative to interest rates around the world an…
IAR and Host, Jeff Perry, JD, and Co-host and CEO, Chris Boyd, CFP®, are joined by AMR's Lead Financial Planner, Scott Birmingham, CFP®, to discuss ways you can prepare for retirement. Scott explains the complexity behind th…
Investment Advisor Representative and Host, Jeff Perry, JD, and co-host and AMR CEO, Chris Boyd, CFP®, are joined by CIO, Brian Regan, CFA®, as they cover a market outlook. They touch on bear market territory, inflation, the…
CEO and Host, Chris Boyd, CFP®, and Director of Marketing, Cathi Ingersoll, are joined by Linda Peters, Co-Chair of Fan Relations for the Falmouth Commodores of the Cape Cod Baseball League (CCBL). She discusses the originat…
This July 4th weekend, CEO, Chris Boyd, CFP®, and IAR, Jeff Perry, JD, touch on AMR's involvement in the community and with organizations that benefit the community at large. Chris and Jeff give a briefing on stock, bond and…
