Is someone in the family able to step in and manage the finances when the financial head of the house shows signs of incapacity? AMR talks about some of the family dynamics when the financial family roles begin to shift. The…
Are you thinking of planning a summer vacation? AMR discusses best practices for vacation savings and answers client questions about 401(k) transfer, etc. Chuck Nardozza, Managing Director of Travel Sales at AAA shares top …
Dave Sampson of Thrive Networks shares best cybersecurity tips. Businesses should have a comprehensive security framework including windows updates, data backups, data isolated outside of network, recovery process, and regul…
AMR reviews financial best practices for recent graduates, including develop a budget, don’t get into debt by chasing the latest shiny penny, manage credit responsibly, and start saving for retirement Glenn E. Frank, author …
Jeff Perry co-hosts with Chris. They discuss Memorial Day being a day to remember vets who died in service or are MIA, and the history behind it. Chris, Mike, Jeff, Jeff, Scott, talk about all things Amazon.
Chris is joined by Brian Regan and Jeff Perry. They discuss these recent financial news events and their impact on the market: Activist investors on the Exxon Mobile Board Significant volatility in crypto-currency markets I…
Chris and Keats talk about three tax proposals and how they may affect estate planning: President Biden’s Income Tax, Capital Gains, Social Security Sander’s For the 99.5% Tax Act Van Hollen’s Sensible Taxation and Equity P…
F. Keats Boyd, President of Boyd & Boyd, PC, discusses the basics of estate planning, including the reasons to set up an estate plan and when/when not to use a Medicaid planning trust. MAIN REASONS FOR AN ESTATE PLAN: Passi…
When doing financial planning money is the how; what is really important is the why. AMR’s 360 Financial Planning process helps clients look at all of the quantitative items impacting their finances, including income, assets…
Asset Management Resources' Active Allocation process looks at numerous factors, including economic data and valuations, to see where opportunities and risk may be. We proactively adjust the portfolio in anticipation of thes…
The AMR team continues their discussion about spring cleaning finances. This week they focus on investments, administrative tasks, and insurance, taxes, and estate planning. Some of the best ways to grow your savings are to…
Listen to what the AMR team has been itching to do once the pandemic has ended and what they don’t want to see revert to pre-pandemic times. Chris, Brian and Jeff Perry comment on President Biden’s address to Congress last w…
Chris welcomes author Marcia Mantell for a lively discussion about Social Security. They address these important questions: Is Social Security going bust? Who is eligible for social security? What if you haven’t worked 40 q…
Chris welcomes author Marcia Mantell for a lively discussion about Social Security. They address these important questions: Is Social Security going bust? Who is eligible for social security? What if you haven’t worked 40 q…
AMR discusses the financial bucket approach for money that will be needed now, soon, and later. If you are in need of a financial planner, we discuss what to look for: education and experience, credentials, standard of care,…
Chris and Brian talk about Robinhood limiting GameStop shares and coronavirus vaccines. Chris and Scott discuss AMR’s 360 Financial Planning process, where the entirety of your financial picture (cashflow needs, tax and esta…
AMR continues the discussion on financial planning for life milestones - college, divorce, and retirement. Are you familiar with the 4% rule of thumb for withdrawing retirement funds once you reach 65 years of age? AMR sugge…
Chris and Brian explain what happened with the market last week and they discuss Bitcoin. Stocks are a long-term investment where investors own an underlying piece of the business; therefore, it is important to know what you…
Chris continues the buying a home discussion with Annie Hart Cool of Sotheby’s International Realty Cape Cod and Ryan Tufts of Harbor One Mortgage. Their biggest advice is to know your financial limits and don’t jeopardize y…
AMR talks about principles for long-term investing: plan for a long life, identify your risk tolerance, volatility is expected, diversify and rebalance, and more. To help with the challenges in structuring an investment po…
Brian and Chris talk about how the was affected by the events of last week, for income vs. return, and Barron's "Best Income Investments for the New Year". Companies can reinvest in their company, buyback stock and/or pay…
Brian Regan, AMR’s CIO, shares his two (really three) biggest investment lessons from 2020: don’t overreact to politics; stocks are long-term assets and short-term volatility can provide an opportunity. Cheryl Rogers, Presid…
The market hit 50 all-time highs in 2020. Chris shares performance for the Dow Jones, S&P 500, Nasdaq, small company stocks, oil, gold and silver, Bitcoin, and semi-conductor companies. AMR is currently offering a Compliment…
