Season 15 - Page 2 | Something More with Chris Boyd

Feb. 10, 2023

Estate Planning Tax Strategies

CEO Chris Boyd is joined by brother Keats Boyd, who is an estate planning attorney on Cape Cod and president of Boyd & Boyd, P.C. Keats shares with us tools and techniques people can use for tax strategies if they make over a million dollars a...

Feb. 8, 2023

Financial Planning Meets Estate Planning; Economy; Millionaire Tax

Host and AMR CEO Chris Boyd, CFP®, is joined by his brother F Keats Boyd III, President of estate planning law firm Boyd & Boyd, P.C. Chris and Keats discuss synergies of financial planning and estate planning in the context of tax strategies. They...

Feb. 1, 2023

Economic Outlook; Long Term Care Planning; Debt Management

Chris and Jeff are joined by AMR’s Chief Investment Officer Brian Regan, CFA®, to discuss where the Fed will go next with anticipated fed funds rate hikes. Brian gives an outlook on market expectations while considering the effects of fed...

Jan. 30, 2023

GDP & Economic Reports; Bernie Madoff Ponzi Scheme & Ethical Business Practice

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, talk about the recent GDP report, employment numbers, consumer spending, and housing data to then give an outlook on what it means for the economy and recession anticipations. They consider the Fed trying...

Jan. 25, 2023

US Debt Ceiling; Preparing for a Long Retirement

Chris, Jeff, and Brian get into an animated political and economic discussion about the US debt ceiling. They explain what the debt ceiling is and the economic impact if the US defaulted on their debt. Chris and Jeff talk about how to prepare for a...

Jan. 23, 2023

2022 Analysis; 2023 Outlook; Investing/Financial Planning

CIO Brian Regan, CFA®, gives a recap on AMR's Quarterly Economic & Market Update webinar - reviewing 2022 market performances and 2023 portfolio design. Brian talks about the four stages of the pandemic and how a normalization phase can come to...

Jan. 18, 2023

Stock/Bond Investing; Diversification

Chris and Jeff get into market effects due to inflation and rising interest rates, specifically looking at bonds and the valuation of stocks. How much do the rise in interest rates change our perspective on traditional portfolio designs? They discuss...

Jan. 17, 2023

CPI/Inflation; Big Lottery; 60/40 Asset Allocation

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, cover news on inflation and discuss Consumer Price Index (CPI) trends and what it means for the Federal Reserve in their decisions on raising future interest rates. They get into recession...

Jan. 11, 2023

Worth Having a Financial Advisor?; Geopolitical Tensions on International Investments

The team gets into why it’s worth having a financial advisor, mentioning the benefits of having a professional on your side to characterize aspects of your financial plan you might not think about. How active are financial planners in tending...

Jan. 9, 2023

Complimentary Portfolio Review; Employment & Federal Reserve; Secure Act 2.0

CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and Marketing Director Cathi Ingersoll kick-off the first show of 2023 discussing the importance and logistics of new beginnings, setting goals, and planning for the future. Chris shares information on...

Jan. 4, 2023

Secure Act 2.0; Cape Cod Times Needy Fund; AI; Protecting Your Money in 2023

Chris and AMR’s Lead Financial Planner, Scott Birmingham, CFP®, go through the Secure Act 2.0, its nuances on Roth conversions and more, and what it means for people approaching or in retirement age. We are joined by Cape Cod Times Needy Fund Vice...

Jan. 2, 2023

2022-2023 Economy & Markets; Complimentary Portfolio Review

There’s no getting around the fact that 2022 was a tough year for investors. Chris gets into what tends to happen after a market disruption. Chris introduces his firm Asset Management Resources’ complimentary portfolio review offer. He gives...

Dec. 21, 2022

The Cape Cod Foundation; Origins/Stories of Hanukkah; Required Minimum Distributions

We are joined by the President and CEO of The Cape Cod Foundation, Kristin O’Malley, to explain the non-profit’s active role in the Cape Cod community. Being 33 years young, The Cape Cod Foundation is known as a “community foundation,” acting...

Dec. 19, 2022

CPI/Federal Reserve; Inflation Effects on Retail Sales; FTX & Binance

Host Chris Boyd, CFP®, and Jeff Perry, JD, are joined by fired-up Brian Regan, CFA®, this hour to talk about the recent rollercoaster week in the market. They start with CPI and explain how its report on Tuesday reflected on the Federal Reserve’s...

Dec. 14, 2022

ESG Investing; Santa Clause Rally; Are Commentators Worth Following?; Something More

Host Chris Boyd, CFP®, and Jeff Perry, JD, discuss challenges that occur when investing in ESG, recent controversy, what diversity means as an investment firm, and the importance of making informed decisions. CIO Brian Regan, CFA®, explains what a...

Dec. 12, 2022

Meaning of "Something More"; Employment Rates; ESG Investing

Host Chris Boyd, CFP®, and co-host Jeff Perry, JD, are joined by Marketing Director Cathi Ingersoll to discuss the meaning behind “Something More.” Chris gives reflection to and explains what “Something More” means to him and shares how...

Dec. 7, 2022

Cape & Islands United Way; Market & Financial News

Host Jeff Perry, JD, is joined by President and CEO of the Cape & Islands United Way, Mark Skala, to speak about charitable giving this time of year, mentioning statistics that illustrate December as the largest donating month of the year. Mark shares...

Dec. 5, 2022

Sheriff Cummings of Barnstable County; Holiday Shopping/Planning/Budgeting

Host Jeff Perry, JD, is joined by Sheriff Jim Cummings of Barnstable County Sheriff’s Office to discuss his time and career in law enforcement, from entering the Framingham State Police Academy in 1974 to becoming Sheriff in 1999. He shares...

Nov. 30, 2022

Housing Security, Champ Homes; New World Order or Continued Global Economy?

Host Jeff Perry, JD, is joined by Adam Burnett, Executive Director of Champ Homes, to speak about the organization and how Champ Homes acts as a support system for those with housing instability. Adam mentions recent trends of Champ Home stayers are...

Nov. 28, 2022

Consumer Debt, Holiday Budgets; AAA: 2023 Travel Trends

IAR Jeff Perry, JD, and AMR’s marketing team Cathi Ingersoll and Armen Avakian open with a show outline and talk about holiday budgets and consumer debt. Chuck Nardozza, Managing Director of Travel Sales at AAA, talks about 2023 travel trends,...

Nov. 23, 2022

Market Conditions and the Economy; Holiday - Toys for Tots

Chris, Jeff, and Co-host Dan Wolf, founder and chairman of Cape Air, are joined by CIO Brian Regan, CFA®, to discuss cryptocurrency, real estate, and equity market conditions. Brian enlightens us on economic theory that drives currency on a...

Nov. 21, 2022

Founder & Chairman Dan Wolf of Cape Air; Entrepreneurship; Politics

Co-hosting our show is Founder and Board Chairman of Cape Air, Dan Wolf, along with Chris and Jeff, as they talk about Dan’s venture starting Cape Air. They discuss entrepreneurship, the difficulty to break into markets given increased barriers to...

Nov. 16, 2022

The First Thanksgiving; Election Results

We are joined by Karen Rinaldo and Kevin Doyle, authors of In the Wake of the Mayflower, to discuss the historic event of the first Thanksgiving. Karen shares and talks about her unique painting that accurately depicts the encounter of 90 Wampanoags...

Nov. 14, 2022

Economy, Inflation, Energy, CPI Report; Cryptocurrency

IAR Jeff Perry, JD, and CIO, Brian Regan, CFA®, give financial news on the downward trending CPI report. Brian discusses his focus on CPI cost considerations of shelter, durable goods, and medical services, and explains how these costs are measured...