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 investing for preservation...
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 Program and how the bank...
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 planning and discussing your...
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 talks about divorce and...
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 biggest things that get...
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 Social Security discussion....
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 care packages they send...
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 by COVID-19.
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. Annie Cool Hart shares...
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 in challenging times...
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 tell the difference...
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.
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 their investments. Text...
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 challenging time.
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 Program. Under this program...
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 available at and claims can be...
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 student loans. Individuals will...
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 $25k Express Bridge Loans,...
