Episodes

Cape Cod Chamber of Commerce; AMR Webinar Review; Client Question
June 15, 2022

Cape Cod Chamber of Commerce; AMR Webinar Review; Client Question

IAR and Host, Jeff Perry, JD, is joined by Paul Niedzwiecki, CEO of the Cape Cod Chamber of Commerce, to discuss current economic environments on Cape Cod. They talk about systemic problems on housing and the economy, mentioning labor supply...
Market Outlook; Inflation; 2022 Travel Trends
June 13, 2022

Market Outlook; Inflation; 2022 Travel Trends

IAR and Host, Jeff Perry, JD, is joined by CIO, Brian Regan, CFA®, as they discuss stock market conditions. Brian describes a preferred long-term outlook one should have at this moment in time, mentioning behavioral biases that are noticed in...
Risk Tolerance; Reverse Mortgages; Business Etiquette Week
June 8, 2022

Risk Tolerance; Reverse Mortgages; Business Etiquette Week

Host and CEO, Chris Boyd CFP®, is joined by members of the AMR team to discuss risk tolerance and how it plays a big role on what kind of investor you are. They mention client expectations and how behavioral coaching is a part of their job....
The Movies; OPEC & Oil Production; Financial Advisors
June 6, 2022

The Movies; OPEC & Oil Production; Financial Advisors

CEO, Chris Boyd, CFP®, CIO, Brian Regan, CFA®, and IAR, Jeff Perry, JD, open the show talking about the movie theater business, mentioning Top Gun: Maverick. The opening crew soon gets into OPEC's increased amount of oil production and the...
Memorial Day; Market Outlook; Client Questions; Summer Plans
June 1, 2022

Memorial Day; Market Outlook; Client Questions; Summer Plans

CEO, Chris Boyd, CFP®, opens the show recognizing Memorial Day and AMR's helping hand in the community. CIO, Brian Regan, CFA®, Marketing Director, Cathi Ingersoll, and Lead Financial Planner, Scott Birmingham, CFP®, join the show to discuss...
Economic/Market Outlook; Memorial Day
May 30, 2022

Economic/Market Outlook; Memorial Day

Host and CEO, Chris Boyd, CFP®, opens the show recognizing Asian American and Pacific Islander Heritage Month. He then transitions his attention to market conditions with CIO, Brian Regan, CFA®, and IAR, Jeff Perry, JD. They get into mistakes...
Economic Conditions; Cutting Spending During Inflation; Upcoming AMR Events
May 25, 2022

Economic Conditions; Cutting Spending During Inflation; Upcoming AMR Events

Host and Investment Advisor Representative, Jeff Perry, JD, is first joined by Chief Investment Officer, Brian Regan, CFA®. They discuss market conditions during today's inflation rates, what the federal reserve is doing, what makes stocks attractive...
Armed Forces Day; Ten Things Learned From 40 Years of Financial Planning; Bear Markets
May 23, 2022

Armed Forces Day; Ten Things Learned From 40 Years of Financial Planning; Bear Markets

Host and Investment Advisor Representative for AMR, Jeff Perry, JD, starts the show mentioning Armed Forces Day, and thanking the men and women of the United States Armed Forces.  Investment Advisor Representative for AMR, Mike Perna, CFP®,...
Equity Market Challenges; Ten Things Learned from 40 Years of Financial Planning; National Guest Clips
May 18, 2022

Equity Market Challenges; Ten Things Learned from 40 Years of Financial Planning; National Guest Clips

This hour, AMR's CEO, Chris Boyd, CFP®, and Investment Advisor Representative, Jeff Perry, JD, give perspective on challenges investors are facing in current equity markets. They mention giving the market time vs timing the market, what a bear market...
Current Economy, Stock Market; Political Environments
May 16, 2022

Current Economy, Stock Market; Political Environments

In this hour, AMR's CEO, Chris Boyd, CFP®, and Investment Advisor Representative, Jeff Perry, JD, discuss last week's 15 year anniversary show and then get into economic, political, and geopolitical topics. They mention inflation and the Federal...
15 Year Anniversary Show
May 9, 2022

15 Year Anniversary Show

On this 15 Year Anniversary show, host, Chris Boyd, CFP®, is joined by AMR's Chief Investment Officer, Brian Regan, CFA®, and Chris's brother, F. Keats Boyd, III, President of Boyd & Boyd, PC. It's a fun, celebratory show packed with many guest...
Mailbag of Questions; 15 Years on the Radio
May 4, 2022

Mailbag of Questions; 15 Years on the Radio

Host and AMR Investment Advisory Representative, Jeff Perry, JD, is joined by AMR's Wealth Advisor, Jeff Tomaneng, CFP®, and CIO, Brian Regan, CFA®, to answer a few client mailbag questions. Brian and Jeff answer questions on topics of...
Retirement Planning; Financial Literacy
May 2, 2022

Retirement Planning; Financial Literacy

Host and AMR Investment Advisory Representative, Jeff Perry, JD, and Marketing Director, Cathi Ingersoll, open the show. Cathi answers a financial literacy question and talks about upcoming AMR updates. After, Jeff is joined by AMR's Lead Financial...
15 Year Anniversary; Expensive Politics; National Volunteer Month; Secure Act 2.0; Home Equity Line of Credit
April 27, 2022

15 Year Anniversary; Expensive Politics; National Volunteer Month; Secure Act 2.0; Home Equity Line of Credit

AMR CEO, Chris Boyd, CFP®, and the team open the show at a high level, outlining the hour while mentioning 15 years of radio/podcasting. AMR CIO, Brian Regan, CFA®, briefs his recent article on how expensive your politics can be for you. In...
Stock Updates; Living Paycheck to Paycheck; 4% Rule
April 25, 2022

Stock Updates; Living Paycheck to Paycheck; 4% Rule

AMR's CEO, Chris Boyd, CFP®, and Marketing Director, Cathi Ingersoll, open the show with a few tidbits on volunteerism and outline the agenda of the show. AMR's CIO, Brian Regan, CFA®, and Wealth Advisor, Jeff Tomaneng, CFP®, get into the changing...
Cape & Islands United Way
April 20, 2022

Cape & Islands United Way

Host and AMR CEO, Chris Boyd, CFP®, is joined by Cape & Islands United Way President and CEO, Mark Skala. They discuss the United Way's involvement in the community with a focus on impact, sustainability, and relevance.  Cape & Islands United...
Quarterly Economic & Market Outlook
April 18, 2022

Quarterly Economic & Market Outlook

Host and CEO, Chris Boyd, CFP®, and CIO, Brian Regan, CFA®, refreshes listeners on AMR's most recent Economic & Market Outlook webinar, uncovering key drivers of the economy's markets. With bad news highlighting high inflation, gas prices, interest...
Financial Literacy 2.0
April 13, 2022

Financial Literacy 2.0

Host, Jeff Perry, JD, keeps the show's focus on Financial Literacy Month, starting with talking about credit scores, how they are determined, and what it means for your ability to receive loans.  AMR's Chief Investment Officer, Brian Regan,...
Financial Literacy
April 11, 2022

Financial Literacy

Investment Advisor Representative, Jeff Perry, JD, hosts the show, opening with AMR's Marketing Director, Cathi Ingersoll, to talk about Financial Literacy Month and their upcoming Quarterly Economic & Market Outlook webinar. Wealth Advisor, Jeff...
Secure Retirement; Geopolitics; Upcoming 15 Year Show Anniversary; The Great Resignation; Sullivan & Sullivan Auctioneers, LLC
April 6, 2022

Secure Retirement; Geopolitics; Upcoming 15 Year Show Anniversary; The Great Resignation; Sullivan & Sullivan Auctioneers, LLC

Chris, Jeff and Brian start the hour off talking about a 401k Secure Retirement Bill that is in congress's hands at the moment. They shift the conversation to discuss geopolitical implications of the Ukraine/Russia war, inquiring on the dominance of...
Treasury Yield; Inflation & Money Supply; Economy
April 4, 2022

Treasury Yield; Inflation & Money Supply; Economy

AMR's CIO, Brian Regan, CFA®, talks about his attendance on a fixed income panel at the Private Wealth New England Forum, and the discussion around the 10-year Treasury yield, what it looks like given current conditions and where it is going. The...
Client Portfolio Question; Tax Traps
March 30, 2022

Client Portfolio Question; Tax Traps

AMR's CEO, Chris Boyd, CFP®, is joined by IAR, Jeff Perry, JD, to go over and answer a client question on why their portfolio is looking downward. They cover the Ukraine war, rising interest rates, and other factors that create downward pressure on...
Something More Mentoring; Economic Conditions Domestic + Abroad
March 28, 2022

Something More Mentoring; Economic Conditions Domestic + Abroad

AMR's CEO, Chris Boyd, CFP®, is joined by Jeff Perry, JD, for the hour to discuss AMR's new Something More Mentoring program, which is a monthly educational on personal finance.  They further discuss rising interest rates, the role the...
Market News; Something More Mentoring; HIT Ruck Race
March 23, 2022

Market News; Something More Mentoring; HIT Ruck Race

Jeff is joined by AMR's Chief Investment Officer, Brian Regan, CFA®, to review his market discussions on AMR's most recent Financial Planning webinar. He further shares his thoughts on current market environments in today's economic and geopolitical...