Episodes

Chris and Brian review the scorecard that AMR developed to help those interested in ESG (Environmental Social Governance) investing. It ranks companies based on their cost, performance, and degree to which they have eliminated various “sin”...

Chris and Jeff Perry discuss the House Tax Proposal and how it could affect personal finances, they cover – personal income, corporate income, capital gains, estates and gifts, cryptocurrency, and electric vehicle purchases. They also discuss Social...

Chris and Scott think back to their own experiences witnessing the 911 attacks. Scott fills us in on some recent developments in the Nashville market.

Chris and Brian share financial metrics in 2001 as compared to today, including the Federal Budget, the US GDP, the S&P 500, the Dow Jones, and housing prices. Chris and Jeff discuss new government programs implemented since 911, including...

Chris welcomes Mark Skala, CEO of Cape and Islands United Way and Dorothy Savarese, Chair and CEO of Cape Cod Five. This year’s Power of the Purse event, hosted by Women United, will be held on September 22nd. Dorothy is this year’s recipient of...

commemorates September 11, 2001. Brigadier General James (Jim) LeFavor tells his story from a fighter pilot perspective. Jim was one of the F15 fighter pilots scrambled from Otis National Guard Base for the 101st Fighter Squadron to protect our...

Brian shares what he worries could slow the market down and why, including deflation, geopolitical events, extreme overvaluations and over speculation. Chris and Brian also talk about overseas company valuations and if they are a good investment at...

In honor Labor Day AMR focuses on the unemployment numbers and how they are measured, reasons why businesses can’t find employees and perks that they are offering, and the hottest jobs over the next five years.

Brian Regan and Jeff Perry join Chris. They discuss the strong corporate earnings and business shifts as a result of Covid. A client asks for advice on where to place funds from the sale of a secondary inherited home since markets are at all-time highs.

Chris talks with Dorian Mintzer, M.S.W., Ph.D., a well-known authority on retirement speaking and coaching. They discuss the importance of retiring from something and to something. Longer lifespans can be an opportunity to use skills in a new way....

Jeff Perry hosts for Chris this week. With students getting ready to go back to school, Jeff Tomaneng talks about ways that people save for college and how a 529 plan works. Brian explains Fed tapering, which has been in the news recently. Tapering is...

Jeff Perry hosts for Chris this week. He and Scott talk about getting ready for retirement. They discuss including shifting from a savings to creating a paycheck mentality and other factors to consider. They also discuss RMDs and the...

Chris, Jeff, and Cathi talk about the book “The Millionaire Next Door” and the difference between Wealth and Affluence. Wealth represents accumulated assets, whereas affluence is a lifestyle based on a high income. Wealth can be inherited or...

Chris and Cathi talk about National Financial Awareness Day on Saturday, August 14th. Jeff Perry discusses the $1.2T Infrastructure bill and what’s included. He also talks about the $3.5T budget plan and what has to happen for it to be approved....

Chris and Brian discuss the increased cost in housing, cars, and other goods. Does this mean inflation? Brian answers clients' questions:  “How high can the market go?” "Why are airline and cruise line stocks not going up?” Our interns Ryan...

Chris’ guest is Michael Townsend, Managing Director of Legislative and Regulatory Affairs at Charles Schwab. They discuss what’s happening in Washington and how it affects investors. Things to look out for are: The Debt Ceiling – The US is...

Cape Cod segment

Nashville segment

Chris and Cathi talk about the Covid-19 Delta variant trends. Gretchen Arvanitopoulos, VP at CORD (Cape Organization for rights of the Disabled), Mike Perna and Jeff Tomaneng of AMR join Chris to talk about financial planning for people with...

Chris and Jeff Perry discuss the July 31st Debt Ceiling deadline. Once the Congress borrowing limit is reached, lawmakers must raise the ceiling before Treasury can issue more debt (e.g., bonds) to pay US obligations. The national debt is currently...

The AMR team talks about the recent Wall Street Journal article on life expectancy dropping by 1-5 years in 2020 - the largest decline since at least World War II. Scott shares financial planning tips for widowhood. One of the most important is...

Chris and Brian discuss performance for the first half of 2021 and the factors driving the market. The S&P average annual returns have been at 14% for the prior decade and the all-stock index has surpassed 14% over the last six months. Covid...

Do you have financial and personal goals? Jeff Perry and Jeff Tomaneng discuss SMART (Specific, Measurable, Attainable, Relevant, Time-bound) goals and why they are important. Brian discusses how energy prices affect inflation and the markets. The oil...

Scott reviews AMR's 360 financial planning process. This process intends to understand one's comprehensive picture in order to provide the best financial guidance in consideration of a clients financial and life goals.  Jeff and Cathi discuss...