Season 14

Feb. 14, 2022

Preparing for the Unexpected; Celebrities who got Scammed

Are you prepared for the unexpected? Chris and AMR team members talk about how to prepare for life's unforeseen events and what you can do to minimize financial downturns for your loved ones. Later, the team covers the prevalence of financial...

Feb. 9, 2022

Talking to Your Kids about Money; Market News Updates

Our first segment is a continuation of talking to your kids/youth about money matters, and how to communicate the importance of financial knowledge. Next, AMR's Chief Investment Officer, Brian Regan, CFA®, MBA, joins to update us on market...

Feb. 7, 2022

Tom Brady's Retirement; Talking to Your Spouse/Parents/Kids about Money

Host, Jeff Perry, JD, and the AMR Team discuss Tom Brady's retirement and thoughts on the Super Bowl ahead. After, the team gets into talking to your spouse, parents and kids about money matters that pertain to many of life's circumstances....

Feb. 2, 2022

Tax Season Prep; What to Look For in a Financial Advisor

Team AMR starts out discussing the NFL games that lead into the AFC and NFC Championship games in a Something More segment. CEO, Chris Boyd, CFP®, CASL®, and IAR's, Jeff Perry, JD, and Mike Perna, CFP®, MBA, spend time discussing tax...

Jan. 31, 2022

Market Fluctuations; Investing in Bonds/REITs; Real Estate in the Metaverse

Team AMR discusses market fluctuations, from the most recent Fed meeting to what is going on in Eastern Europe and economic consequences of geopolitical tensions. Chief Investment Officer, Brian Regan, CFA®, gets into investing in bonds and REITs,...

Jan. 26, 2022

Spouses Managing Incomes; Life Insurance

This hour, Chris is joined by Wealth Advisor, Jeff Tomaneng, CFP®, and Investment Advisor Representative, Mike Perna, CFP®, MBA, to talk about how how spouses should manage their incomes, discussing lifestyle choices together and the importance of...

Jan. 24, 2022

Complimentary Portfolio Review; Economic & Market Update

Host Chris Boyd, CFP®, CASL®, discusses AMR's Complimentary Portfolio Review limited offer, which is a two meeting process. At first, after gathering portfolio details, your goals and risk profile, AMR performs an analysis. The second meeting...

Jan. 19, 2022

Economic & Market Update Webinar; Market News with CIO Brian Regan, CFA®

Host, Investor Advisor Representative, Jeff Perry, JD, and Marketing Director, Cathi Ingersoll, talk about the benefits of joining our Economic & Market Update webinar on Wednesday, January 19th at 10AM ET. We are soon joined by AMR's Chief...

Jan. 18, 2022

MLK Day, Pondering Financial Success in 2022

AMR's Investor Advisor Representative, Jeff Perry, JD, hosts the show, starting with a show overview, and acknowledging Martin Luther King Jr.'s birthday and playing "Did you know?" with Marketing Director Cathi Ingersoll. AMR's Wealth Advisor,...

Jan. 12, 2022

AMR Complimentary Portfolio Review; 2021 Top Financial News

AMR is offering a limited time Complimentary Portfolio Review for investors with $500,000 or more, consisting of a detailed analysis of your investments. Our experts will provide you observations and recommendations, including a comparison on how we...

Jan. 10, 2022

2021 Market Performance; AMR Complimentary Portfolio Review

CEO Chris Boyd, CFP®, CASL®, CEPS and Chief Investment Officer Brian Regan, CFA®, look back at a 2021 market performance - showing a great year of market production and how to perceive markets ahead. AMR is offering a limited time Complimentary...

Jan. 5, 2022

Setting Goals; 2021 Top News Events

It's a new year and time for new resolutions. The AMR team shares theirs and Nancy Hardaway, President of Listening2Leaders, discusses how to set goals and make them stick. AMR discusses top news events of 2021.

Dec. 27, 2021

Christmas Special: Reverend Jane Herring

In this Something More Christmas special, our CEO Chris Boyd, CFP®, and Reverend Jane Herring of the Emmanuel Presbyterian Church sit and talk about the importance of Christmas, its significance, and how the tradition of celebration originated.

Dec. 22, 2021

Year-End Financial Planning Reminders; Budget Managing; Holiday Favorites

Chris Boyd, CFP®, CASL®, CEPS, and Scott Birmingham, CFP®, advise reviewing a year-end financial planning checklist, consisting of maximizing 401k contributions, tax-loss harvesting, maximizing business deductions, IRA contributions, and more....

Dec. 20, 2021

Fed Press Conference; Economic Trends; Closed-End Funds

AMR's team of experts discuss the latest Fed press conference, covering the tightening of monetary policy, interest rates and inflation, and how these have effected investment markets. Recent economic trends show corporate buybacks climbing to...

Dec. 16, 2021

Champ Homes; Cape Cod Foundation; Red Cross MA

Adam Burnett, Executive Director of Champ Homes, talks about how his organization provides transitional housing for the homeless on Cape Cod, along with help establishing goals and maintaining a sustainable path. Kristin O'Malley, President and CEO of...

Dec. 15, 2021

Charitable Giving; Blockchain/Cryptocurrency; Housing Boom

AMR discusses charitable giving and how one can partake in a Charitable Remainder Trust and the benefits of doing so. A discussion on blockchain technology and cryptocurrencies takes place: what they are, what their rise in popularity means, how...

Dec. 13, 2021

Stock Volatility; iBonds; Philanthropic Giving

Stocks continue to show volatility due to uncertainty over the Omicron variant. Our Chief Investment Officer, Brian Regan, CFA®, discusses what to consider when investing, along with what he pays attention to: micro lenses of future earnings and...

Dec. 8, 2021

Protecting Finances from Inflation; Guide to Wealth; Remembering Phil Saviano

Team AMR reviews inflation rates and how some companies/industries benefit during inflationary periods, and how some do not - consumer staples vs technology. Interest rates bud in to the conversation as AMR's CIO, Brian Regan, CFA®, gets...

Dec. 6, 2021

Market Volatility; Year End Planning; ETFs

Team AMR discusses recent stock market volatilities due to the new COVID variant and how it impacts the bond market simultaneously. Year end planning with tax-loss harvesting is mentioned, seeing the tax benefits of taking a loss in the...

Dec. 1, 2021

Mutual Funds 101; Infrastructure Bill; ESG

The team gets together for another investment basics segment, digging into the investment vehicle of mutual funds. Chris and the gang discuss different kinds of mutual funds, and the growth and evolution of products. Furthermore, the team discusses...

Meet the AMR Team; Annalee Kruger with Care Right Inc.

Nov. 29, 2021