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CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and CIO Brian Regan, CFA®, get into financial planning considerations while discussing AMR's upcoming complimentary Social Security and Medicare seminar on June 6th, which will provide insight for plans and...
CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and CIO Brian Regan, CFA®, get into financial planning considerations while discussing AMR's upcoming complimentary Social Security and Medicare seminar on June 6th, which will provide insight for plans and strategies that can increase your understanding of social security and Medicare.
As different people view debt differently, the team brings up types of debt, good debt vs bad debt, when to borrow vs when to use cash, and how to leverage debt to build wealth.
Brian shares insight on what a Realistic Rate of Return is, different methods of measuring a good rate of return, and how the Realistic Rate of Return fits into a financial plan.
They get into institutional investing and wealth management as it relates to banks, pension funds, endowments, insurance companies, and these institutional investors should manage money.
