In this short segment, we are joined by Michael Albaugh, Executive Director of the Cape Symphony, where we discuss how the organization is more than just a symphony orchestra, how COVID impacted its concerts, and how restruc…
Attorney Keats Boyd, J.D., joins us from Boyd & Boyd, P.C. to discuss estate planning as an estate settlement firm. Keats dives into topics from the best way to search for an estate planning firm to estate planning strategie…
AMR discusses ways to give to charity, mentioning Donor Advised Funds and how to look into organizations you wish to donate to. Investment Basics - Bonds 101. AMR talks about what a bond is, what it means to invest in bonds…
This week, the AMR team discusses America's consumer price index and updated inflation rates, mentioning the lack of durable goods and Q3's Gross Domestic Product. Following, the team talks about America's new Infrastructure…
This week, Chris and the team talk about investing basics, covering what a stock is, common vs preferred stock, and Initial Public Offerings (IPO's). AMR team members, Brian Regan, CFA®, and Jeff Tomaneng, CFP®, talk about …
AMR has a conversation answering mailbag questions regarding different risk appetites between spouses and the difference between technical and fundamental analysis of stock. Listen to what our experts have to say.
In this short segment, we are joined by Bill Blaisdell, Treasurer, and Joe Taylor, Executive Director, of the Cape & Islands Veterans Outreach Center. We discuss current and upcoming housing project opportunities, Veterans T…
This week, Chris and Brian Regan, CFA®, discuss job market and inflation updates from the Federal Reserve, along with America's cash glut and investment fallacies. AMR's team of experts give insight on bad investment habits …
In this "Best of Something More with Chris Boyd" replay from October 18, 2021, Chris and Brian Regan review Q3 portfolios, and Q4 market conditions and portfolio designs. They discuss the influences of COVID-19, inflation a…
In this "Best of Something More with Chris Boyd" podcast replay from October 4, 2021, AMR discusses the article "Men over 45 who identify as having 'excellent investment experience' are more likely to panic sell during a mar…
For National Retirement Security Week, the AMR team discusses retirement planning, giving tips on how to save and plan for your retirement with many factors to consider. Chris Boyd, CFP®, and Scott Birmingham, CFP®, speak o…
AMR advisors provide their insight on these questions from the client mailbag: Will Roth IRA’s be taxed in the future? Are there any steps we can take to minimize our taxes in 2021/2022? Does it matter when we withdraw from…
Chris and the AMR team discuss challenges the holiday season can bring to one’s financial picture, the use of credit compared to cash purchases, and how saving and budget planning can positively impact your holiday spending …
Chris Boyd and Brian Regan review Q3 portfolios, and Q4 market conditions and portfolio designs. They discuss influences of COVID-19, inflation and growth, equity allocation, and fixed income allocation.
Chris, Scott, and Jeff discuss a recent Kiplinger survey asking retiree’s (or those near retirement) how the pandemic has had an impact on their finances: What are they more worried about? What impact has the pandemic had o…
Did you forget about a 401(k) that you established with a prior employer? It’s best to take care of the 401(k) within a year of leaving the company. Options include rolling the funds over into an IRA (preferred) or to the ne…
Nicole Spencer, Executive Director and Kristen Boyd, Board Member of Heroes in Transition join Chris. Heroes in Transition provides transitional support, home modification assistance, and financial assistance to veterans, mi…
AMR discusses the Business Insider article “Men over 45 who identify as having 'excellent investment experience' are more likely to panic sell during a market downturn, MIT study finds.” and risk profiles. Brian reviews thin…
Chris and Brian review the scorecard that AMR developed to help those interested in ESG (Environmental Social Governance) investing. It ranks companies based on their cost, performance, and degree to which they have eliminat…
Chris and Jeff Perry discuss the House Tax Proposal and how it could affect personal finances, they cover – personal income, corporate income, capital gains, estates and gifts, cryptocurrency, and electric vehicle purchases.…
Chris and Brian share financial metrics in 2001 as compared to today, including the Federal Budget, the US GDP, the S&P 500, the Dow Jones, and housing prices. Chris and Jeff discuss new government programs implemented since…
Chris welcomes Mark Skala, CEO of Cape and Islands United Way and Dorothy Savarese, Chair and CEO of Cape Cod Five. This year’s Power of the Purse event, hosted by Women United, will be held on September 22nd. Dorothy is thi…
commemorates September 11, 2001. Brigadier General James (Jim) LeFavor tells his story from a fighter pilot perspective. Jim was one of the F15 fighter pilots scrambled from Otis National Guard Base for the 101st Fighter Squ…
Brian shares what he worries could slow the market down and why, including deflation, geopolitical events, extreme overvaluations and over speculation. Chris and Brian also talk about overseas company valuations and if they …
