Attorney Andrew Singer joins Chris Boyd and Jeff Perry to discuss the current relationship between the United States and China. Attorney Singer who has studied in China and is the author of “China Sings to Me” discusses the evolution of the...
Brian Regan, the Chief Investment Officer of Asset Management Resources joins Chris Boyd and Jeff Perry for this episode on the topic of investment portfolio construction. Chris starts out by asking Brian for his comments on how an individual’s risk...
In this episode, Chris Boyd, Scott Birmingham, and Jeff Perry cover the topic of who needs an estate plan, how often the plan should be reviewed and some of the most common mistakes people make in estate planning. Jeff starts out with a review of the...
With the holiday season upon us and following the Black Friday shopping tradition, Chris Boyd and Jeff Perry encourage listeners to participate in Small Business Saturday where shoppers focus their spending at local and small businesses. Naturally...
CEO of Asset Management Resources Chris Boyd interviews Ed Slott, a CPA and the president of Ed Slott and Company, LLC, a financial consulting firm specializing in IRAs and retirement planning. The conversation begins with a review of the changes to...
In this episode, Chris Boyd and Jeff Perry discuss the financial news of the week, including declines in both the Consumer Price and Producer Price Indexes. In addition, Chris and Jeff review recent employment data, housing prices and a sentiment...
As Thanksgiving draws closer, Chris Boyd and Jeff Perry welcome Kevin Doyle and Karen Rinaldo to the show. Kevin and Karen are the co-authors of “In the Wake of the Mayflower” which is the story about life after the Mayflower arrival from...
If you are looking for options when it comes to real estate, deferring capital gains and passive real estate investing, this segment is a must-listen to 30 minutes. Chris Boyd and Jeff Perry welcome Jay Frank who is the President & COO of...
CEO of Asset Management Resources Chris Boyd is joined by Jeff Perry and Scott Birmingham to discuss a recent court ruling against the National Association of Realtors (NAR), which may have wide-ranging consequences for both home buyers and sellers. A...
In this episode, Chris Boyd and Jeff Perry discuss the most common concerns and questions from people entering their retirement years. The dialogue starts off with the common questions that most people have for their financial advisors – how much of...
With the end of the year fast approaching, Chris Boyd and Jeff Perry discuss recent changes to the Massachusetts income tax laws, including the Senior Circuit Breaker, Child/Senior-Dependent tax credits, rental reduction write-offs, and property tax...
To honor Veterans Day, Chris Boyd and Jeff Perry invite John Alexander to join them. John is a Veteran with service in Desert Storm. In addition to his military service, John is a recently retired Barnstable Police Officer and has worked as the...
CEO of Asset Management Resources Chris Boyd and Jeff Perry interview Michael Townsend, the Managing Director of Legislative and Regulatory Affairs for Charles Schwab & Co. The trio discusses wide-ranging political and governmental topics...
In this segment, Chris Boyd and Jeff Perry review various items in the recent news cycle that have been a factor in the stock and bond markets. The conversation starts out with Israel’s response to the Hamas terrorist attack. Next up they discuss...
As the end of the calendar year is fast approaching, Chris Boyd and Jeff Perry of Asset Management Resources review an article from Kiplinger’s magazine and remind listeners that it is a good time to start thinking about optimizing end of year Roth...
The difficult subjects of long-term care planning and insurance are discussed in detail by Chris Boyd and Jeff Perry. Chris Boyd shares some common themes and concerns from clients about the potential cost of a long-term care event and whether...
CEO of Asset Management Resources Chris Boyd and Jeff Perry interview Attorney Keats Boyd of Boyd and Boyd, PC on the recent changes to the Massachusetts Estate Tax laws. Attorney Boyd goes into detail concerning who and how the $2M threshold operates...
Asset Management Resources Founder and CEO Chris Boyd discusses recent political events with Jeff Perry. The conversation begins with an introduction of the new Speaker of the House of Representatives Michael Johnson (R-Louisiana). In addition to the...
Asset Management Resources Chief Investment Officer Brian Regan joins Chris Boyd and Jeff Perry for an in-depth dialogue on recent economic data and corporate earnings. The episode starts out with a review of the stronger than expected Q3 Gross...
Mark Skala, who is the CEO of the Cape and Islands United Way, joins guest-host Jeff Perry for a thoughtful conversation regarding the significant real-life mental health and housing challenges facing the Cape Cod region. Mark outlines various grants...
Jeff Perry and Scott Birmingham open the AMR Mailbag and tackle listener questions. The segment starts off with whether contributing to a HSA or a Roth IRA is a better choice for this specific listener’s circumstances. Jeff next offers his comments...
Lead Financial Planner Scott Birmingham joins guest host Jeff Perry to discuss divorcing after age 50 and the most common mistakes people make. Scott goes into detail concerning the rise of “Gray Divorces” and offers real-life advice when...
Chief Investment Officer Brian Regan of Asset Management Resources and guest-host Jeff Perry dive into the topics of an upcoming Asset Management Resources client webinar on the economy and markets. Brian starts the segment off with a detailed...
Chris Boyd and Jeff Perry discussed “The Rise of the Semi-Retired Life” as published in a recent article in Investopedia. The segment began with a review of the data which shows that 1 in 4 “retired” people decide to re-enter the workforce....
