Host, Investor Advisor Representative, Jeff Perry, JD, and Marketing Director, Cathi Ingersoll, talk about the benefits of joining our Economic & Market Update webinar on Wednesday, January 19th at 10AM ET. We are soon join…
AMR's Investor Advisor Representative, Jeff Perry, JD, hosts the show, starting with a show overview, and acknowledging Martin Luther King Jr.'s birthday and playing "Did you know?" with Marketing Director Cathi Ingersoll. …
AMR is offering a limited time Complimentary Portfolio Review for investors with $500,000 or more, consisting of a detailed analysis of your investments. Our experts will provide you observations and recommendations, includi…
CEO Chris Boyd, CFP®, CASL®, CEPS and Chief Investment Officer Brian Regan, CFA®, look back at a 2021 market performance - showing a great year of market production and how to perceive markets ahead. AMR is offering a limite…
It's a new year and time for new resolutions. The AMR team shares theirs and Nancy Hardaway, President of Listening2Leaders, discusses how to set goals and make them stick. AMR discusses top news events of 2021.
To kick-off the 2022, Chris offers AMR’s Complimentary Portfolio Review (a limited time offer). The Complimentary Portfolio Review is a two-meeting process. In the first meeting, information about your finances and goals is …
In this Something More Christmas special, our CEO Chris Boyd, CFP®, and Reverend Jane Herring of the Emmanuel Presbyterian Church sit and talk about the importance of Christmas, its significance, and how the tradition of cel…
Chris Boyd, CFP®, CASL®, CEPS, and Scott Birmingham, CFP®, advise reviewing a year-end financial planning checklist, consisting of maximizing 401k contributions, tax-loss harvesting, maximizing business deductions, IRA contr…
AMR's team of experts discuss the latest Fed press conference, covering the tightening of monetary policy, interest rates and inflation, and how these have effected investment markets. Recent economic trends show corporate …
Adam Burnett, Executive Director of Champ Homes, talks about how his organization provides transitional housing for the homeless on Cape Cod, along with help establishing goals and maintaining a sustainable path. Kristin O'M…
AMR discusses charitable giving and how one can partake in a Charitable Remainder Trust and the benefits of doing so. A discussion on blockchain technology and cryptocurrencies takes place: what they are, what their rise in…
Stocks continue to show volatility due to uncertainty over the Omicron variant. Our Chief Investment Officer, Brian Regan, CFA®, discusses what to consider when investing, along with what he pays attention to: micro lenses o…
Team AMR reviews inflation rates and how some companies/industries benefit during inflationary periods, and how some do not - consumer staples vs technology. Interest rates bud in to the conversation as AMR's CIO, Brian Reg…
Team AMR discusses recent stock market volatilities due to the new COVID variant and how it impacts the bond market simultaneously. Year end planning with tax-loss harvesting is mentioned, seeing the tax benefits of taking …
The team gets together for another investment basics segment, digging into the investment vehicle of mutual funds. Chris and the gang discuss different kinds of mutual funds, and the growth and evolution of products. Further…
AMR team members Cathi Ingersoll, Director of Marketing, and Mike Perna, CFP®, Investment Advisor Representative, share their career stories and how they joined our firm. Annalee Kruger, Founder & President of Care Right, In…
This week, AMR's Jeff Perry, JD, and Chief Investment Officer, Brian Regan, CFA®, showcase stock earnings on many levels. They cover individual stocks and how competitive advantages are seen and rewarded during earnings seas…
Jeff Perry, JD, and Scott Birmingham, CFP®, CCO, have a conversation on publicly traded company Zillow. Being recognized as a successful brand, Zillow's attempt to expand their business through iBuying was a surprised flop. …
In this short segment, we are joined by Michael Albaugh, Executive Director of the Cape Symphony, where we discuss how the organization is more than just a symphony orchestra, how COVID impacted its concerts, and how restruc…
Attorney Keats Boyd, J.D., joins us from Boyd & Boyd, P.C. to discuss estate planning as an estate settlement firm. Keats dives into topics from the best way to search for an estate planning firm to estate planning strategie…
AMR discusses ways to give to charity, mentioning Donor Advised Funds and how to look into organizations you wish to donate to. Investment Basics - Bonds 101. AMR talks about what a bond is, what it means to invest in bonds…
This week, the AMR team discusses America's consumer price index and updated inflation rates, mentioning the lack of durable goods and Q3's Gross Domestic Product. Following, the team talks about America's new Infrastructure…
This week, Chris and the team talk about investing basics, covering what a stock is, common vs preferred stock, and Initial Public Offerings (IPO's). AMR team members, Brian Regan, CFA®, and Jeff Tomaneng, CFP®, talk about …
AMR has a conversation answering mailbag questions regarding different risk appetites between spouses and the difference between technical and fundamental analysis of stock. Listen to what our experts have to say.
