Chris and co-host Jeff Perry are accompanied by CFA Brian Regan as they delve deep into what is happening with treasury bonds. Brian is talking about fixed rate mortgages and more housing conversations happening around the w…
Welcome back to "Something More with Chris Boyd," where finance meets real-world understanding. In this riveting episode, Chris and co-host Jeff Perry are joined by renowned CFO Brian Regan to dissect the pulse of the stock …
In this episode of "Something More with Chris Boyd," we dive into the intricate world of financial planning and law. With special guest F. Keats Boyd III, we dissect a recent appellate court decision that has stirred the pot…
Dive into the intriguing world of high earners on this episode of "Something More with Chris Boyd." Chris and cohost Jeff Perry pull back the curtain on the top 10% of income earners, offering insights into how these figures…
On this episode of "Something More with Chris Boyd," Bill Blaisdell & Jim Seymour sit down with Chris and Jeff and talk about 40 years of helping veterans that started with a couple of guys and truck assisting soldiers retur…
In this thought-provoking episode of "Something More with Chris Boyd," Chris and cohost Jeff Perry explore the implications of increased longevity on retirement planning. As lifespans extend and the idea of living past 100 b…
In this episode of "Something More with Chris Boyd", join Chris and cohost Jeff Perry as they delve into the latest market update. Why can slow economic news spell good news for the market? They touch upon the latest on job…
AMR will be hosting an education webinar on September 20th to help people prepare for retirement. The webinar “Are You Ready for the Retirement Red Zone?” will be held from 10am to 11:30am. You can register for the webinar a…
AMR will be hosting an education webinar on September 20th to help people prepare for retirement. The webinar “Are You Ready for the Retirement Red Zone?” will be held from 10am to 11:30am. You can register for the webinar a…
Dave Sampson, VP of Cyber Risk and Strategy at Thrive joins to talk about Artificial Intelligence (AI) and cyber security risk. AI is a machine learning mechanism that feeds data into software through algorithms that analyze…
Is there a viable presidential candidate in the crowd? Chris and Jeff discuss the August 23rd Republican primary debate. 8 members, who met certain thresholds, joined the debate of 12 candidates. They analyzed the performanc…
Sarah Daly and Kristen Boyd, along with Maria Raber, are chairs of this year’s 2023 Heroes In Transition gala. The 14th gala’s theme is Legacy of Love and will be held on Friday, September 22nd at the Coonamessett Inn in Fal…
How much do you need to retire? This number is personal based on your desired lifestyle and goals (e.g., do you want to retire early, do you want to travel, etc.). It can also be a moving target because factors like inflatio…
Are you about to get a divorce or currently going through one? Here are some things to consider from Scott Birmingham, CFP® and Jeff Tomaneng, CFP®, who both hold their CDFA® (Certified Divorce Financial Analyst) certificat…
Scott Birmingham, CFP®, AMR’s Lead Financial Planner shares some of the things to consider if you are planning to retire early: - You may not be eligible for Social Security, penalty-free IRA distributions, or Medicar…
Life insurance is especially important to have during your primary working years if someone (children, spouse, other) is dependent upon your income. If not one depends on your income, you may not need life insurance. It is i…
Scott and Jeff, Investment Advisor Representatives at Asset Management Resources, LLC, are both CDFAs (Certified Divorce Financial Analyst). In this episode, they share things to consider if you think you might be heading fo…
Should you be concerned about last week’s CPI numbers, which implied an uptick for inflation? Brian explains that it was expected and that the market yields responded favorably after the reading. 90% of the increase was caus…
Saving for college is investing in the future. You will have to pay for a future liability (e.g., college) – whether that be saving for it today or paying off a loan tomorrow. Families have different values when it comes to …
Frank Frederickson joins Jeff Perry for a special Something More with Chris Boyd Cape Cod episode. Frank recently retired after 43 years with the Yarmouth Police Department, 12 as the Police Chief. Chief Frederickson showed …
Brian Regan, CFA, Chief Investment Officer at Asset Management Resources, LLC, explains that stocks are ownership in a business. Fundamental analysis is analyzing the fundamentals of the business, applying valuation to that …
Jeff Tomaneng and Jeff Perry discuss Jeff Perry’s latest blog. “Take Control Over Your Financial Goals” focuses on how to take control of your life and purposely plan what to do with your money through setting SMART Goals. S…
Do you ask yourself “When my financial advisor provides me with a long-term projection for my financial plan, how often should I review the projections?” This episode’s “Ask the Advisor” question is answered by AMR’s Lead Fi…
People may leave their financial advisor if they feel that goals are mismatched, there are excess or unexpected fees, and if communication and/or follow-up is poor. Make sure your advisor is a fiduciary, keeps your money at …
