Episodes

This week, AMR's Jeff Perry, JD, and Chief Investment Officer, Brian Regan, CFA®, showcase stock earnings on many levels. They cover individual stocks and how competitive advantages are seen and rewarded during earnings season. On the other...

Jeff Perry, JD, and Scott Birmingham, CFP®, CCO, have a conversation on publicly traded company Zillow. Being recognized as a successful brand, Zillow's attempt to expand their business through iBuying was a surprised flop. Listen to what our...

In this short segment, we are joined by Michael Albaugh, Executive Director of the Cape Symphony, where we discuss how the organization is more than just a symphony orchestra, how COVID impacted its concerts, and how restructuring their organization...

Attorney Keats Boyd, J.D., joins us from Boyd & Boyd, P.C. to discuss estate planning as an estate settlement firm. Keats dives into topics from the best way to search for an estate planning firm to estate planning strategies.  More on how to...

AMR discusses ways to give to charity, mentioning Donor Advised Funds and how to look into organizations you wish to donate to.  Investment Basics - Bonds 101. AMR talks about what a bond is, what it means to invest in bonds, and the kinds of...

This week, the AMR team discusses America's consumer price index and updated inflation rates, mentioning the lack of durable goods and Q3's Gross Domestic Product. Following, the team talks about America's new Infrastructure Bill and the impact...

This week, Chris and the team talk about investing basics, covering what a stock is, common vs preferred stock, and Initial Public Offerings (IPO's).  AMR team members, Brian Regan, CFA®, and Jeff Tomaneng, CFP®, talk about how they started in...

AMR has a conversation answering mailbag questions regarding different risk appetites between spouses and the difference between technical and fundamental analysis of stock. Listen to what our experts have to say.

In this short segment, we are joined by Bill Blaisdell, Treasurer, and Joe Taylor, Executive Director, of the Cape & Islands Veterans Outreach Center. We discuss current and upcoming housing project opportunities, Veterans Town Hall meetings, and...

This week, Chris and Brian Regan, CFA®, discuss job market and inflation updates from the Federal Reserve, along with America's cash glut and investment fallacies. AMR's team of experts give insight on bad investment habits to break given the...

In this "Best of Something More with Chris Boyd" replay from October 18, 2021, Chris and Brian Regan review Q3 portfolios, and Q4 market conditions and portfolio designs.  They discuss the influences of COVID-19, inflation and growth, equity...

In this "Best of Something More with Chris Boyd" podcast replay from October 4, 2021, AMR discusses the article "Men over 45 who identify as having 'excellent investment experience' are more likely to panic sell during a market downturn, MIT study...

For National Retirement Security Week, the AMR team discusses retirement planning, giving tips on how to save and plan for your retirement with many factors to consider.  Chris Boyd, CFP®, and Scott Birmingham, CFP®, speak on their CFP®...

AMR advisors provide their insight on these questions from the client mailbag: Will Roth IRA’s be taxed in the future? Are there any steps we can take to minimize our taxes in 2021/2022? Does it matter when we withdraw from our Required Minimum...

Chris and the AMR team discuss challenges the holiday season can bring to one’s financial picture, the use of credit compared to cash purchases, and how saving and budget planning can positively impact your holiday spending habits. Do you own a pet...

Chris Boyd and Brian Regan review Q3 portfolios, and Q4 market conditions and portfolio designs. They discuss influences of COVID-19, inflation and growth, equity allocation, and fixed income allocation.

Chris is joined by Cathi Ingersoll and Jeff Perry as they look into the top ways to become a millionaire and the richest people in America.

Chris and the AMR team is joined by Bruce Monrad of Northeast Investor's Trust to discuss portfolio management strategies, the Fed, high-yield bonds, and and many other financial topics.

Chris, Scott, and Jeff discuss a recent Kiplinger survey asking retiree’s (or those near retirement) how the pandemic has had an  impact on their finances: What are they more worried about? What impact has the pandemic had on their retirement?...

Did you forget about a 401(k) that you established with a prior employer? It’s best to take care of the 401(k) within a year of leaving the company. Options include rolling the funds over into an IRA (preferred) or to the new employer’s retirement...

Nicole Spencer, Executive Director and Kristen Boyd, Board Member of Heroes in Transition join Chris. Heroes in Transition provides transitional support, home modification assistance, and financial assistance to veterans, military members, and their...

AMR discusses the Business Insider article “Men over 45 who identify as having 'excellent investment experience' are more likely to panic sell during a market downturn, MIT study finds.” and risk profiles. Brian reviews things to consider in the...

Jeff Perry discusses the recent events concerning Chinese company Evergrande with Brian Regan.  Jeff Tomaneng and Scott Birmingham join to answer listener questions from the Mailbag.

Jeff Perry hosts this week as we mark the beginning of the Fall season discussing Fall financial tips/moves to make.  Jeff is joined by Cathi Ingersoll, Jeff Tomaneng, and Scott Birmingham to discuss topics such as estate planning and Roth...