Chris answers recent client questions and talks about Active Allocation. To help during this time, Asset Management Resources will provide 5 complimentary Comprehensive Portfolio Reviews to individuals who want to fine-tune …
Annie Hart Cool of Sotheby's talks about the Front Porch Project that she started to bring joy and raise money for the Falmouth Service Center. Father David Mastrangelo, a Jesuit Priest, discusses hope and faith during this …
Chris and Brian talk about the week in numbers. Dan Schwenk, CPA, shares what taxes are due on July 15th. Scott Vandersall, Regional Manager at Cape Cod Five Cents Saving Bank, provides guidance on the Payroll Protection Pro…
Mike Swaney of MA-Hire Cape & Islands and Alisa Magnotta, CEO of the Housing Assistance Corp., join Chris to talk about unemployment insurance and housing assistance in light of COVID-19. Unemployment information is availabl…
Chris and team talk about the #CARESAct, current market conditions and portfolio considerations. The CARES Act eases some restrictions on 401k penalties and IRA RMDs, unemployment payouts, the tax filing deadline, and studen…
Chris welcomes Bob Nelson, Director of the MA SBA, and Bob Tranchell, SVP with the Federal Savings Bank. Small businesses and private non-profits may now apply for SBA economic disaster injury loans up to $2MM fixed-rate or …
Matthew Ko, Vice President and portfolio specialist in the Multi-Asset Division at T. Rowe Price joins Chris to discuss the short-term financial environment, what the recovery could look like, and how they are approaching va…
Chris welcomes Graham Silliman, Managing Partner of Better Foods LLC (aka Siena in Mashpee Commons and Tavolino restaurants) and Wendy Northcross, CEO of the Cape Cod Chamber of Commerce. Graham talks about the challenges re…
Chris welcomes Jennifer Goldman, who shares good business practices for working at home. He also talks about investor considerations during this economic environment, such as cash reserves, portfolio distribution, risk toler…
Chris welcomes Ruth Provost, Director of the Boys & Girls Club of Cape Cod and Gretchen Murphy of Dowling & O’Neil Group. With over 1,089 members, the Boys & Girls Club of Cape Cod runs before and after school, school break,…
Chris and Brian discuss the markets - with Thursday seeing a 10% decline and a sharp rebound on Friday. Stocks have declined 25-30% from their peak, signifying the end of an 11-year bull market. America mobilized this week t…
In recognition of International Women’s Day, the AMR team discusses different investment considerations that may be unique to women. Chris welcomes Barbara Cotton, the new Executive Director, and Ken McGuire, Board Chair, of…
Chris and team talk about financial matters including the election, the Coronavirus, the Fed’s rate cut and the market reaction, and the 30-year Treasury rate all-time low. Closings are occurring that contain the Coronavirus…
Chris and Brian talk about the Coronavirus and its implication on the market. Broad indexes dropped around 12% this week, which may be a market correction as it was priced for perfection and any slowdown could have altered t…
Chris welcomes Wendy Northcross, CEO of the Cape Cod Chamber. Wendy talks about the Cape Cod bridge replacement, among other Cape related topics. The US Army Core of Engineers came out with a declaration to replace the bridg…
Jeff Perry, Special Sheriff for Barnstable County, welcomes Taylor White, Sandwich Town Clerk. Taylor manages running elections, administering censuses, registering licenses, and vital record record keeping for the Town. He…
Jeff Perry, Special Sheriff for Barnstable County, welcomes Representative Will Crocker. Will, Representative in 2nd Barnstable District, discusses his work on Nero’s Bill. Nero’s Bill proposes that EMTs and paramedics train…
Chris welcomes Adam Howard, Visual Effects Supervisor, who shares stories from his work in television and films. Adam started working in television on the Simpsons and Will & Grace. His first feature film in the US was Sandl…
Brian talks about private equity funds and fractional share investing. Private equity investments are potentially high return investments, but carry extra risk since they lock money up for typically 7 years, need to be an ac…
Chris and Cathi are joined by Josh Flanders (General Manager) and Jacobi Reid (Head Brewer) from Bad Martha’s Brewery. Last year they opened a Falmouth location, expanding from their Edgartown location that opened in 2014. A…
Chris and Brian discuss financial issues such as the GDP, ISM manufacturing index, durable goods, the Corona Virus, and investment price vs. value. The GDP reported on target at 2%. Business growth slowed last quarter as exp…
Chris and Brian discuss the notion of people investing for income (dividends, interest) versus total return, and being cautious of hidden risk when investing purely for income. Scott joins Chris to talk about an IRS financia…
Bob Vandy, President of Advisors Insurance Brokers joins Chris to talk about long-term care insurance and some of the newer generation products that combine traditional long-term care insurance with life insurance or annuity…
Chris and his Kristen Boyd welcome Sara Hines from in Falmouth and Val Royal from to talk about books and reading. Both are independent stores, and sell books, audio tapes, and gifts for all members of the family. Local bo…
