Episodes

Resources Review; RMDs; IRAs; MA Tax Refund; Reevaluating Risk Tolerance
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...
9/21 Fed Meeting; Inflation; Bond Investing; Central Banks
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...
College Planning & Admission Trends; High Risk Bonds
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...
Market Environment, CPI, Inflation, Yield Curve
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...
Investing Expressions to Heed or Not to Heed?; Protecting Retirement Income from Inflation
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...
Job Market; Natural Gas/Oil; Rental Real Estate; Buffett Indicator; Market Drivers
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...
Ideas Adjusting your Stock and Bond Portfolio; Client Insurance Inquiry
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...
Chris's Birthday Celebration; Labor Day; Economic Market Drivers
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,...
Student Loan Forgiveness; 20 Ideas to Adjusting Your Stock and Bond Portfolio
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,...
Market and Economy; Meme Stocks
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...
Cape Cod Canal Region Chamber of Commerce; Estate Planning Consideration
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...
Inflation Reduction Act; Financial Advice from America's Founding Fathers
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...
Summer Fun on Flexible Budgets; Dealing with Challenges in Retirement
Aug. 17, 2022

Summer Fun on Flexible Budgets; Dealing with Challenges in Retirement

While feeling the effects of inflation, CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and Wealth Advisor, Jeff Tomaneng, CFP®, uncover ways to keep a flexible budget while still being able to travel and have summer fun. AMR's Lead Financial Planner,...
Markets, Economy, Looking Ahead; Semiconductor Supply Chain; Inflation Reduction Act
Aug. 15, 2022

Markets, Economy, Looking Ahead; Semiconductor Supply Chain; Inflation Reduction Act

CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, connect this first hour on current market landscapes and what certain economic and federal outcomes can mean for investors. The Team brings up the topic of supply chain...
Morningstar's Christine Benz & Jeffrey Ptak
Aug. 10, 2022

Morningstar's Christine Benz & Jeffrey Ptak

This hour, we are joined by Christine Benz, Morningstar's Director of Personal Finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances, and Jeffrey Ptak, CFA®, Morningstar's Chief Ratings Officer; both are...
Economic Market Retrospect & Outlook; Investor Psychology
Aug. 8, 2022

Economic Market Retrospect & Outlook; Investor Psychology

CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, have an economic discussion in this hour. Brian gives a July market retrospect, discussing market drivers like earning reports, slowing inflation, a long-term interest rate...
Fear-Based Decision-Making; Purchases Retirees Almost Always Regret
Aug. 3, 2022

Fear-Based Decision-Making; Purchases Retirees Almost Always Regret

Team AMR opens the hour discussing fear-based decision-making in the midst of tough market environments, and how to best alleviate financial stresses. They cover common mistakes investors make and go over a GOBankingRates article, "8 Purchases...
Markets and Financial News; Real Estate and Home Mortgages
Aug. 1, 2022

Markets and Financial News; Real Estate and Home Mortgages

CEO, Chris Boyd, CFP®, and IAR, Jeff Perry, JD, jump into economic discussion, talking about Q2 GDP, a recession, the Federal Reserve, financial news, and more. Chris and Jeff are joined by Loan Officer Savannah Fabbio from Shamrock Home Loans, Inc....
What Millionaires Do in Bear Markets; AMR's Financial Plan; Stress Testing your Financial Plan
July 27, 2022

What Millionaires Do in Bear Markets; AMR's Financial Plan; Stress Testing your Financial Plan

CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and Lead Financial Planner, Scott Birmingham, CFP®, talk about the down market and discuss what millionaires typically do when in Bear Market territory. The Team covers AMR's financial planning process,...
Putting Context to Inflation; Bond Yields
July 25, 2022

Putting Context to Inflation; Bond Yields

CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA, discuss and give context to the causes and reasons for inflation and its effects on the economic environment. Brian covers the difference between Headline and Core inflation and...
Investor Psychology; Tips on Coping with Inflation; What to do When Leaving your Job
July 20, 2022

Investor Psychology; Tips on Coping with Inflation; What to do When Leaving your Job

IAR, Jeff Perry, JD, and Wealth Advisor, Jeff Tomaneng, CFP®, discuss investor psychology, covering client sentiment, consumer confidence, recency bias and behavioral finance. They get into tips on coping with inflation, mentioning to be more...
Inflation & PCE, US Dollar, "Finding Your Financial Advisor"
July 19, 2022

Inflation & PCE, US Dollar, "Finding Your Financial Advisor"

Jeff Perry & Brian Regan discuss inflation (Core vs. Headline) and the PCE price index, which the Federal Reserve prefers for economic analysis. They talk about the USD strength relative to interest rates around the world and the international trade...
Preparing for Retirement; Bucket Strategies; Life Insurance
July 13, 2022

Preparing for Retirement; Bucket Strategies; Life Insurance

IAR and Host, Jeff Perry, JD, and Co-host and CEO, Chris Boyd, CFP®, are joined by AMR's Lead Financial Planner, Scott Birmingham, CFP®, to discuss ways you can prepare for retirement. Scott explains the complexity behind the amount of money you...
Economic & Market Update; Preparing for Retirement
July 11, 2022

Economic & Market Update; Preparing for Retirement

Investment Advisor Representative and Host, Jeff Perry, JD, and co-host and AMR CEO, Chris Boyd, CFP®, are joined by CIO, Brian Regan, CFA®, as they cover a market outlook. They touch on bear market territory, inflation, the Federal Reserve,...