Episodes - Page 19 | Something More with Chris Boyd

Dec. 27, 2021

Christmas Special: Reverend Jane Herring

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 celebration originated.

Dec. 22, 2021

Year-End Financial Planning Reminders; Budget Managing; Holiday Favorites

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 contributions, and more....

Dec. 20, 2021

Fed Press Conference; Economic Trends; Closed-End Funds

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 buybacks climbing to...

Dec. 16, 2021

Champ Homes; Cape Cod Foundation; Red Cross MA

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'Malley, President and CEO of...

Dec. 15, 2021

Charitable Giving; Blockchain/Cryptocurrency; Housing Boom

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 popularity means, how...

Dec. 13, 2021

Stock Volatility; iBonds; Philanthropic Giving

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 of future earnings and...

Dec. 8, 2021

Protecting Finances from Inflation; Guide to Wealth; Remembering Phil Saviano

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 Regan, CFA®, gets...

Dec. 6, 2021

Market Volatility; Year End Planning; ETFs

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 a loss in the...

Dec. 1, 2021

Mutual Funds 101; Infrastructure Bill; ESG

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. Furthermore, the team discusses...

Nov. 29, 2021

Meet the AMR Team; Annalee Kruger with Care Right Inc.

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, Inc., joins us to talk...

Nov. 24, 2021

Earnings Deep Dive with Brian Regan, CFA®

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 season. On the other...

Nov. 23, 2021

Zillow iBuying Failure

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. Listen to what our...

Nov. 23, 2021

Cape Symphony with Michael Albaugh

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 restructuring their organization...

Nov. 22, 2021

Estate Planning & Generational Giving with Keats Boyd, J.D.

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 strategies. More on how to...

Nov. 17, 2021

Assets to Give to Charity; Bonds 101; Annuities

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, and the kinds of...

Nov. 15, 2021

Inflation; Infrastructure Bill; Investing Impacts

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 Bill and the impact...

Nov. 10, 2021

Stocks 101; How AMR Advisors Became Certified Financial Planners

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 how they started in...

Nov. 9, 2021

AMR - Mailbag Q&A

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.

Nov. 9, 2021

Cape & Islands Veterans Outreach Center

In this short segment, we are joined by Bill Blaisdell, Treasurer, and Joe Taylor, Executive Director, of the Cape & Islands Veterans Outreach Center. We discuss current and upcoming housing project opportunities, Veterans Town Hall meetings, and...

Nov. 8, 2021

Federal Reserve; America's Cash Glut; Bad Investment Habits to Break

This week, Chris and Brian Regan, CFA®, discuss job market and inflation updates from the Federal Reserve, along with America's cash glut and investment fallacies. AMR's team of experts give insight on bad investment habits to break given the...

Nov. 3, 2021

Best of SMwCB - Qtrly. Economic & Market Update

In this "Best of Something More with Chris Boyd" replay from October 18, 2021, Chris and Brian Regan review Q3 portfolios, and Q4 market conditions and portfolio designs. They discuss the influences of COVID-19, inflation and growth, equity...

Nov. 1, 2021

Best of SMwCB - Risk Profiles, Market Drivers

In this "Best of Something More with Chris Boyd" podcast replay from October 4, 2021, AMR discusses the article "Men over 45 who identify as having 'excellent investment experience' are more likely to panic sell during a market downturn, MIT study...

Oct. 27, 2021

Planning for Retirement; How AMR Advisors Became Certified Financial Planners

For National Retirement Security Week, the AMR team discusses retirement planning, giving tips on how to save and plan for your retirement with many factors to consider. Chris Boyd, CFP®, and Scott Birmingham, CFP®, speak on their CFP®...

Oct. 25, 2021

Client's Tax Questions; Adam Minsky, Student Loan Forgiveness

AMR advisors provide their insight on these questions from the client mailbag: Will Roth IRA’s be taxed in the future? Are there any steps we can take to minimize our taxes in 2021/2022? Does it matter when we withdraw from our Required Minimum...