Are your estate planning documents in order? Keats shares the challenges with a Medicaid Planning Trust (MPT) and whether you can access your assets once one is in place. It is important to discuss the impact of the CARES Ac…
Mike Gannon of Gannon's Tavern in Hyannis talks about the challenges that restaurants have faced with social distancing requirements and how they have innovated for their re-opening. Kristen Mitchell-Hughes of the Cape Cod C…
Brian reviews the economy and market performance for the first half of the year. It has been a tale of two markets - the NASDAQ has done well, while the S&P 500 has had challenges. He also discusses the outlook for the remai…
Chris and Brian talk about the pros & cons of investment property real estate. Annie Hart Cool of Sotheby’s International tells how active the real estate market on Cape Cod is and what’s behind it.
Steve Buller, CFA®, manages Fidelity’s Real Estate Investment Portfolio and a couple of their real estate funds. Steve talks about how they manage real estate funds and investing in REITs (Real Estate Investment Trusts).
Bob Tranchell of The Federal Savings Bank talks about the ways HECMs can help compensate for income during retirement. If you’d like the “HECM Empowerment” booklet contact 833-411-HECM (4326). The Woods Hole Film Festival wi…
Christian Weller, PhD, from UMass Boston McCormack Graduate School of Policy and Global Studies discusses wealth and housing gaps of African-Americans in the U.S., and the resulting outcomes.
Bill Blaisdell and Gina Giambusso from the Cape & Islands Veteran’s Outreach Center introduce Joe Taylor as the new Executive Director. They talk about how they help vets in need and the Dennis House. Chris talks about inves…
Lisa Oliver, President & CEO of The Cooperative Bank of Cape Cod, shares the bank’s experiences over last several weeks and how it will impact community banking going forward. Lisa also discusses the Payroll Protection Progr…
Have you had the most important conversation with the most important people in your life? Chris welcomes Dr. Amy D’Aprix, Susan Turnbull, and Bob Mauterstock, eldercare experts who talk about the importance of legacy plannin…
The AMR team answers: Why is the market going higher in the midst of coronavirus and civil unrest? What is causing personal savings rates to be at 33%? What’s in the proposed PPP Flexibility Act? Attorney Susan Huettner talk…
Stephanie Kelly, Executive Director, talks about the programs on Cape Cod and the Islands offer. Chris and Cathi read advice for recent grads from our listeners. Scott and Chris answer mailbag questions: What are the bigge…
Does unemployment have an impact on collecting Social Security benefits? Am I eligible for Social Security if I have a public pension? How does Social Security work if I am divorced? Chris and Kurt Czarnowski continue the So…
How do you re-create a paycheck in retirement? Listen to Scott and Chris discuss expenses, investable assets, and other financial planning factors to consider when in or near retirement.
Scott and Chris share more financial planning tips from the recent AMR “Financial Planning in Pandemic" webinar – https://amrfinancial.com/account-access/. Michelle DeSilva from Cape Cod Cares for the Troops talks about the …
Cathi shares results of the state re-opening survey. Chris welcomes Brigadier General Christopher Faux of Joint Base Cape Cod. Scott and Chris share highlights from the recent AMR “Financial Planning in Pandemic webinar.
Adam S. Minsky, Esq., student loan attorney, explains the CARES Act implications for student loans. Kristin O’Malley, President & CEO of the Cape Cod Foundation talks about fund raising efforts to help non-profits affected b…
Chris and Brian Regan, AMR’s Portfolio Manager, talk about considerations when investing in stocks - valuation, risk, diversification, exit strategy, and more. #SMoreCB #CapeCodfinancial planner
AMR talks about how businesses, organizations, and individuals are innovating during the age of Coronavirus. Cyndy Jones, President of Heroes In Transition, held a President's Challenge to raise money for pandemic programs. …
Chris and the AMR team discuss their recent – response to the virus, stock valuations, Euro and Emerging markets, and recovery. The webinar and latest are available on are available on .
James Anthony, President & CEO of Martha’s Vineyard Savings Bank, shares how they are helping businesses through Lifts Certificates. Bob Tranchell, SVP at The Federal Savings Bank, explains how reverse mortgages can be used …
Karen Gardner, CEO, talks about the Community Health Center of Cape Cod. Dr. Don Accetta, Founder of Allergy & Asthma Care in Taunton shares information about COVID-19 – fact from fiction, how to protect yourself, and how to…
Chris and F. Keats Boyd III, President at the , discuss the importance of estate documents that one should have and estate planning opportunities to consider.
