Episodes

Host and Investment Advisor Representative for AMR, Jeff Perry, JD, starts the show mentioning Armed Forces Day, and thanking the men and women of the United States Armed Forces.  Investment Advisor Representative for AMR, Mike Perna, CFP®,...

This hour, AMR's CEO, Chris Boyd, CFP®, and Investment Advisor Representative, Jeff Perry, JD, give perspective on challenges investors are facing in current equity markets. They mention giving the market time vs timing the market, what a bear market...

In this hour, AMR's CEO, Chris Boyd, CFP®, and Investment Advisor Representative, Jeff Perry, JD, discuss last week's 15 year anniversary show and then get into economic, political, and geopolitical topics. They mention inflation and the Federal...

On this 15 Year Anniversary show, host, Chris Boyd, CFP®, is joined by AMR's Chief Investment Officer, Brian Regan, CFA®, and Chris's brother, F. Keats Boyd, III, President of Boyd & Boyd, PC. It's a fun, celebratory show packed with many guest...

Host and AMR Investment Advisory Representative, Jeff Perry, JD, is joined by AMR's Wealth Advisor, Jeff Tomaneng, CFP®, and CIO, Brian Regan, CFA®, to answer a few client mailbag questions. Brian and Jeff answer questions on topics of...

Host and AMR Investment Advisory Representative, Jeff Perry, JD, and Marketing Director, Cathi Ingersoll, open the show. Cathi answers a financial literacy question and talks about upcoming AMR updates. After, Jeff is joined by AMR's Lead Financial...

AMR CEO, Chris Boyd, CFP®, and the team open the show at a high level, outlining the hour while mentioning 15 years of radio/podcasting. AMR CIO, Brian Regan, CFA®, briefs his recent article on how expensive your politics can be for you. In...

AMR's CEO, Chris Boyd, CFP®, and Marketing Director, Cathi Ingersoll, open the show with a few tidbits on volunteerism and outline the agenda of the show. AMR's CIO, Brian Regan, CFA®, and Wealth Advisor, Jeff Tomaneng, CFP®, get into the changing...

Host and AMR CEO, Chris Boyd, CFP®, is joined by Cape & Islands United Way President and CEO, Mark Skala. They discuss the United Way's involvement in the community with a focus on impact, sustainability, and relevance.  Cape & Islands United...

Host and CEO, Chris Boyd, CFP®, and CIO, Brian Regan, CFA®, refreshes listeners on AMR's most recent Economic & Market Outlook webinar, uncovering key drivers of the economy's markets. With bad news highlighting high inflation, gas prices, interest...

Host, Jeff Perry, JD, keeps the show's focus on Financial Literacy Month, starting with talking about credit scores, how they are determined, and what it means for your ability to receive loans.  AMR's Chief Investment Officer, Brian Regan,...

Investment Advisor Representative, Jeff Perry, JD, hosts the show, opening with AMR's Marketing Director, Cathi Ingersoll, to talk about Financial Literacy Month and their upcoming Quarterly Economic & Market Outlook webinar. Wealth Advisor, Jeff...

Chris, Jeff and Brian start the hour off talking about a 401k Secure Retirement Bill that is in congress's hands at the moment. They shift the conversation to discuss geopolitical implications of the Ukraine/Russia war, inquiring on the dominance of...

AMR's CIO, Brian Regan, CFA®, talks about his attendance on a fixed income panel at the Private Wealth New England Forum, and the discussion around the 10-year Treasury yield, what it looks like given current conditions and where it is going. The...

AMR's CEO, Chris Boyd, CFP®, is joined by IAR, Jeff Perry, JD, to go over and answer a client question on why their portfolio is looking downward. They cover the Ukraine war, rising interest rates, and other factors that create downward pressure on...

AMR's CEO, Chris Boyd, CFP®, is joined by Jeff Perry, JD, for the hour to discuss AMR's new Something More Mentoring program, which is a monthly educational on personal finance.  They further discuss rising interest rates, the role the...

Jeff is joined by AMR's Chief Investment Officer, Brian Regan, CFA®, to review his market discussions on AMR's most recent Financial Planning webinar. He further shares his thoughts on current market environments in today's economic and geopolitical...

Host, Jeff Perry, JD, an Investment Advisor Representative for AMR, and Marketing Director, Cathi Ingersoll, open the show mentioning AMR’s most recent financial planning webinar and how to view it. They also discuss the current situation in Ukraine...

CEO, Chris Boyd, CFP®, is joined by AMR's Lead Financial Planner, Scott Birmingham, CFP®, to discuss things to think about as it relates to investing and planning for retirement during an inflationary period.  After, Chris and Scott are joined...

CEO, Chris Boyd, CFP®, and Marketing Director, Cathi Ingersoll, open the show and introduce AMR's upcoming webinar, which is live on Wednesday, March 16 at 10:00AM, ET: Financial Planning in Current Economic Conditions.  Chris is joined by AMR's...

In this special segment, Host, Chris Boyd, CFP®, is joined by IAR, Scott Birmingham, CFP®, and Kristi Curling, a Mortgage Loan Originator for People's Home Equity. Kristi helps people find the right fit for their mortgage, discovers refinance...

CEO, Chris Boyd, CFP®, is joined by returning guest Marie Stevenson to talk about spending your kids inheritance (SKI-ing) by spending it with her adult kids through travel opportunities that further grow family connections. Chris is then joined by...

AMR's CEO, Chris Boyd, CFP®, and Director of Marketing, Cathi Ingersoll, cover the show's agenda, mentioning Women's History month - when it started and how it grew from there. AMR's Chief Investment Officer, Brian Regan, CFA®, joins the show to...

Chris and Brian discuss the Ukraine/Russia conflict and unpack what it means for your investments. Chris and the team cover different types of risk investors will take on throughout their investment journey. Special Guest - Paul Niedzwiecki, CEO of...