How to survive the uncertainty and invest with confidence in an Election Year – Presidential elections can be divisive and unsettling for many people. At times, the fate of the world seems to hang in the balance with electio…
Bitcoin ETFs are now available – The US Securities and Exchange Commission recently approved 11 exchange-traded funds (ETFs) for Bitcoin. These new ETFs will allow investors to buy an asset that tracks the price movement of …
Chris Boyd and Brian Regan discuss standard portfolio concerns, addressing issues like over- concentration in investments, the risk of over-diversification, and the necessity of aligning portfolios with personal comfort leve…
7 Brian Regan, Senior Portfolio Manager, shares valuable insights on Smart Money Moves, focusing on 7 Practical Ways to Save Big and Live Well. He emphasizes the importance of saving and investing for wealth building, drawin…
Jeff Dekko, CEO of Wealth Enhancement Group, joins Chris to discuss the firm's approach to client success. They highlight the importance of a client-centered culture in financial planning and how their Round Table of Subject…
Chris Boyd starts the year with a focus on Personal Finance New Year's Resolutions, emphasizing the importance of reviewing and planning finances at the start of the year. He offers listeners a Complementary Portfolio Review…
Senior Financial Planner Scott Birmingham joins Chris Boyd and Jeff Perry to discuss some of the more common mistakes people make while planning for their retirement. Some of the issues discussed are planning for inflation, …
2024 Market Outlook – Chris Boyd, Jeff Perry and Brian Regan share their thoughts on the outlook for various financial markets in the new year. Brian provides a detailed review of current stock market valuations and offers a…
$1M does not go as far as it used to – In this segment, Chris Boyd and Jeff Perry dig into a recently published article on CNBC (see link below). Chris reviews the states where $1M in retirement savings will last the longest…
Year in Review – Chris Boyd and Jeff Perry look back at 2023 and discuss a wide range of topics. The conversation starts out with Chris outlining the market returns for last year and offering commentary on how inflation, hig…
CEO Chris Boyd of Asset Management Resources (AMR) announces an exciting merger of AMR with Wealth Enhancement Services (WEG). Chris shares his reasoning and process of selecting WEG to partner with. Chris goes on to discuss…
Chris Boyd, Jeff Perry and Scott Birmingham share their thoughts on goal setting and some of the ways to approach diverse types of goals, including the areas of finances, health, spiritual life, relationships, and time manag…
New Year Resolutions – As the new year is upon us, Chris Boyd is joined by Scott Birmingham and Jeff Perry to discuss an article on the Schwab website (see link below) which highlights five steps that all investors should co…
7Has your life changed since you started your financial plan? In this segment, Chris Boyd outlines a complementary offer to 10 listeners for a portfolio review and the creation of a financial plan. Chris is joined on air by …
In the spirit of the holidays, Chris Boyd and Jeff Perry explore the stock market hopes for a “Santa Claus Rally.” The two discuss how and when the concept of a Santa Claus rally started and whether it is a valid market indi…
Chris Boyd invites Reverand Vincent Daily to discuss the meaning and spirit of Christmas. Reverand Daily is the Spiritual Director of Pope Saint John XXIII National Seminary. In this episode Reverand Daily, Chris Boyd, and J…
Lessons from people who hate retirement – In this segment Chris Boyd and Jeff Perry review an article (see link below) from Bottomline magazine on why some people are not happy in retirement. Chris and Jeff discuss the below…
Brian Regan, who is the Chief Investment Officer for Asset Management Resources joins Chris Boyd and Jeff Perry and reviews recent market performance and potential headwinds for 2024. Brian offers an optimistic tone for corp…
Chris Boyd and Jeff Perry discuss how long you live as a major consideration when it comes to developing a solid financial plan. The pair starts off with a discussion of the different feelings and emotions that people have …
Following up a recent episode, Chris Boyd and Jeff Perry return to a conversation of using a Retirement Checklist as you enter or are in retirement. This week Chris and Jeff go over: Considering Medicare and Medigap deadlin…
In this episode Chris Boyd digs into ways you may be able to reduce this year’s income tax burden. Chris refers to a recent article in Barrons (link provided below) and starts off the conversation with Jeff Perry on six spe…
In this segment, Chris Boyd and Jeff Perry review the past week’s financial data including reports on the Consumer Price Index, Core Personal Consumption Expenditures, Producer Price Index, Retail Sales, and Unemployment. C…
7How do you view Risk as you grow older? Chris Boyd and Jeff Perry dig into the issues of risk tolerance and asset allocation in this segment. The pair gives non-financial examples of how our tolerance for risk naturally dec…
In this episode, Chris Boyd and Jeff Perry explore the recent decision of the Biden administration to use “March-In” rights and assert its authority to seize the patents held by pharmaceutical companies. Under the Bayh–Dole …
