Season 15 - Page 3 | Something More with Chris Boyd

Nov. 9, 2022

Veterans Day with Cape & Islands Veterans Outreach Center

As Veterans Day approaches, we are happy to be joined by the Cape and Islands Veterans Outreach Center’s Treasurer, Bill Blaisdell, and Outreach & Programs Manager, Barbara-Anne Foley. They join us to discuss the services they offer to Veterans on...

Nov. 7, 2022

Upcoming Massachusetts Elections with Matt Pitta

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, are joined by Cape Cod journalist and former news director Matt Pitta to speak on all things in the upcoming Massachusetts election. They discuss running candidates in many of the areas of service, their...

Nov. 2, 2022

Q3 GDP, Earnings, Economy; Lost Retirement Accounts; 7 Things NOT To Do in Retirement

CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and CIO Brian Regan, CFA®, talk about Q3 GDP trends, inflation, earning reports, and more. As GDP trends lower, what does this mean for the future of our economy? Brian comments on inflation data mentioning...

Oct. 31, 2022

Long-term Care Planning

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, get into discussion of Long-term care planning and how to incorporate long-term care considerations in your financial plan. Joining Chris and Jeff is Bob Vandy, President of Advisor Insurance Brokers, to...

Oct. 26, 2022

Tommy's Place - Non-profit for Kids Fighting Cancer; Immigration in America

Joining us is Tim O’Connell, Founder and President of Tommy’s Place, which is a non-profit that acts as a vacation home for kids fighting cancer. Tim shares his story how of what led him on this journey and how he made his dream to help families...

Oct. 24, 2022

Fear-Based Decisions; Market Update; Tax Bracket Adjustments; Europe

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, get into a client inquiry that makes a case for investments in gold stemming from fear in current market conditions. Chris advises against making decisions based on fear and cautions listeners on...

Oct. 19, 2022

American Red Cross; Heroes In Transition Annual Gala; Massachusetts Election Questions

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, are joined by Barbara Cotton, Executive Director of the American Red Cross, to discuss the local chapter’s involvement in the community and greater areas around the world. She explains and gets into...

Oct. 17, 2022

CPI Report; Q4 Economic & Market Outlook; Social Security Benefit Increase

CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and CIO Brian Regan, CFA®, dig into the release of recent CPI data for September. Brian shares good and bad news, and focuses on the medical services and shelter measurements of CPI, its effects, and how the...

Oct. 12, 2022

Hurricane Ian Insurance Takeaways; National Financial Planning Month

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, are joined by Douglas MacDonald, President & CEO of Murray & MacDonald Insurance Services, Inc., to discuss insurance implications of hurricanes. They talk about the circumstances of Florida’s Hurricane...

Oct. 10, 2022

European Economic Impact on US; "Liquidity Event"; US National Debt

CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and CIO Brian Regan, CFA®, talk about Chris’s trip to Portugal and segue into European economic challenges and how they affect the US economy. In the context of a tough winter, Brian mentions the...

Oct. 5, 2022

Federal Reserve Discussion; Sandwich Town Clerk on Upcoming Elections

Host and IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, open this hour talking about criticism given by Economist and Professor of Finance at the Wharton School of the University of Pennsylvania, Jeremy Siegel, on the Federal Reserve and its...

Oct. 3, 2022

Customer Service Week; Financial Planning Logistics

Host and IAR, Jeff Perry, JD, is joined by AMR's marketing team to talk about customer service week with examples of good customer service and how it's rewarded. They shift to explain an upcoming marketing campaign that entails asking AMR advisors to...

Sept. 28, 2022

Resources Review; RMDs; IRAs; MA Tax Refund; Reevaluating Risk Tolerance

CEO, Chris Boyd, CFP®, and Marketing Director, Cathi Ingersoll, discuss AMR’s most recent quarterly newsletter: Resources Review, which promotes AMR’s most recent and upcoming events from campaigns and webinars to AMR's involvement in the...

Sept. 26, 2022

9/21 Fed Meeting; Inflation; Bond Investing; Central Banks

CEO, Chris Boyd, CFP®, and CIO, Brian Regan, CFA®, cover things discussed in the 9/21 Fed meeting. Brian shares with us that even as the Fed fund rate increase of .75% was the highlight, he thinks there were more important factors to consider. He...

Sept. 21, 2022

College Planning & Admission Trends; High Risk Bonds

CEO, Chris Boyd, CFP®, and Wealth Advisor, Jeff Tomaneng, CFP®, are joined by Cozy Wittman, Education and Partnership Manager of College Inside Track, to discuss college planning and trends. She shares with us how she helps students prepare for the...

Sept. 19, 2022

Market Environment, CPI, Inflation, Yield Curve

CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, discuss recent economic news and what has been going on in the market. Brian updates us on CPI, inflation and other market indicators that the Federal Reserve considers. Brian...

Sept. 14, 2022

Investing Expressions to Heed or Not to Heed?; Protecting Retirement Income from Inflation

CEO, Chris Boyd, CFP®, Marketing Director, Cathi Ingersoll, and Wealth Advisor, Jeff Tomaneng, CFP®, open the hour by appreciating being named Top 3 Financial Planners and Investment Firms by The Best of Cape Cod and being nominated Top 3 Financial...

Sept. 12, 2022

Job Market; Natural Gas/Oil; Rental Real Estate; Buffett Indicator; Market Drivers

AMR's CEO, Chris Boyd, CFP®, Lead Financial Planner, Scott Birmingham, CFP®, and CIO, Brian Regan, CFA®, open the show talking about the job market environment and its implications on the Federal Reserve's rate hike outlook. They discuss the change...

Sept. 7, 2022

Ideas Adjusting your Stock and Bond Portfolio; Client Insurance Inquiry

CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, open this hour continuing their discussion on a Wall Street Journal article, 20 Ideas for Adjusting Your Stock and Bond Portfolio. The topics covered were strategic asset...

Sept. 5, 2022

Chris's Birthday Celebration; Labor Day; Economic Market Drivers

Chris and Jeff open the show on Chris’s birthday celebration at a James Taylor concert, one of his favorite restaurants and more. Jeff shares context of Labor Day: where the holiday came from, why we celebrate it and what it means today. CIO,...

Aug. 31, 2022

Student Loan Forgiveness; 20 Ideas to Adjusting Your Stock and Bond Portfolio

CEO, Chris Boyd, CFP®, and IAR, Jeff Perry, JD, are joined by Certified Student Loan Professional, Belle Osvath, CFP®, CSLP®, to explain the logistics of student loan forgiveness: who it affects, what it means for those who qualify, Pell Grants,...

Aug. 29, 2022

Market and Economy; Meme Stocks

CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, open the hour talking about the market and economy. They discuss short- and long-term outlooks of inflation, bringing up three main inflation forces - monetary policy, fiscal...

Aug. 24, 2022

Cape Cod Canal Region Chamber of Commerce; Estate Planning Consideration

IAR, Jeff Perry, JD, is joined by President and CEO of the Cape Cod Canal Region Chamber of Commerce, Marie Oliva. They discuss business conditions on Cape Cod as Marie characterizes prominent industries for the economy. They talk about challenges the...

Aug. 22, 2022

Inflation Reduction Act; Financial Advice from America's Founding Fathers

Host and IAR, Jeff Perry, JD, and Wealth Advisor, Jeff Tomaneng, CFP®, open the show updating listeners on AMR’s upcoming Financial Planning webinar on Wednesday, August 24th. They discuss the Inflation Reduction Act, explaining what it is, how it...