Season 14 - Page 3 | Something More with Chris Boyd

Nov. 23, 2021

Cape Symphony with Michael Albaugh

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 restructuring their organization...

Nov. 22, 2021

Estate Planning & Generational Giving with Keats Boyd, J.D.

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 strategies. More on how to...

Nov. 17, 2021

Assets to Give to Charity; Bonds 101; Annuities

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, and the kinds of...

Nov. 15, 2021

Inflation; Infrastructure Bill; Investing Impacts

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 Bill and the impact...

Nov. 10, 2021

Stocks 101; How AMR Advisors Became Certified Financial Planners

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 how they started in...

Nov. 9, 2021

AMR - Mailbag Q&A

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.

Nov. 9, 2021

Cape & Islands Veterans Outreach Center

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 Town Hall meetings, and...

Nov. 8, 2021

Federal Reserve; America's Cash Glut; Bad Investment Habits to Break

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 to break given the...

Nov. 3, 2021

Best of SMwCB - Qtrly. Economic & Market Update

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 and growth, equity...

Nov. 1, 2021

Best of SMwCB - Risk Profiles, Market Drivers

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 market downturn, MIT study...

Oct. 27, 2021

Planning for Retirement; How AMR Advisors Became Certified Financial Planners

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 on their CFP®...

Oct. 25, 2021

Client's Tax Questions; Adam Minsky, Student Loan Forgiveness

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 our Required Minimum...

Oct. 20, 2021

Holiday Budgeting; Cost of Owning a Pet

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 habits. Do you own a pet...

Oct. 18, 2021

AMR Qtrly. Economic & Market Update

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.

Oct. 6, 2021

How has the Pandemic Affected Retirement?

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 on their retirement?...

Oct. 5, 2021

What to do with your 401(k)

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 new employer’s retirement...

Oct. 5, 2021

Cape Cod - Heroes In Transition Fall Gala

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, military members, and their...

Oct. 4, 2021

Risk Profiles, Market Drivers

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 things to consider in the...

Sept. 22, 2021

ESG Investing; Couples Financial Planning; Qualified Charitable Distributions

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 eliminated various “sin”...

Sept. 20, 2021

House Tax Proposal; Social Security

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. They also discuss Social...

Sept. 15, 2021

Financial and Government Changes Since 911

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 911, including...

Sept. 14, 2021

Dorothy Savarese, Chair and CEO, Cape Cod 5; Mark Skala, CEO, Cape and Islands United Way

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 this year’s recipient of...

Sept. 13, 2021

AMR commemorates 911; Brigadier General James LeFavor

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 Squadron to protect our...

Sept. 9, 2021

Market concerns and overseas investments

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 are a good investment at...