Episodes

Chris is joined by Brian Regan and Jeff Perry. They discuss these recent financial news events and their impact on the market: Activist investors on the Exxon Mobile Board Significant volatility in crypto-currency markets Inflation - Are higher...

Chris and Keats talk about three tax proposals and how they may affect estate planning: President Biden’s Income Tax, Capital Gains, Social Security Sander’s For the 99.5% Tax Act Van Hollen’s Sensible Taxation and Equity Promotion (Step) Act...

F. Keats Boyd, President of Boyd & Boyd, PC, discusses the basics of estate planning, including the reasons to set up an estate plan and when/when not to use a Medicaid planning trust. MAIN REASONS FOR AN ESTATE PLAN: Passing wealth at death...

When doing financial planning money is the how; what is really important is the why. AMR’s 360 Financial Planning process helps clients look at all of the quantitative items impacting their finances, including income, assets, expenses, needs, Social...

Asset Management Resources' Active Allocation process looks at numerous factors, including economic data and valuations, to see where opportunities and risk may be. We proactively adjust the portfolio in anticipation of these issues, striving to get...

Women have unique challenges when it comes to financial planning. As the traditional family caregiver they may have fewer working years, which can affect income, savings, and Social Security benefits. Chris, Brian, and Cathi talk about Warren Buffet,...

The AMR team continues their discussion about spring cleaning finances.  This week they focus on investments, administrative tasks, and insurance, taxes, and estate planning. Some of the best ways to grow your savings are to delay spending...

You spring clean your house, your yard and even your car, what about your personal finances? In this episode the AMR team shares tips for spring cleaning your finances - including bank accounts, credit cards, investments, administration, life...

Listen to what the AMR team has been itching to do once the pandemic has ended and what they don’t want to see revert to pre-pandemic times. Chris, Brian and Jeff Perry comment on President Biden’s address to Congress last week and how the policy...

Chris and Brian talk about speculative investments, including IPOs, venture capital, private equity, cryptocurrency. Speculative investing my have a place in some portfolios, but it can come with risk. AMR addresses client questions that have come in...

Chris and Brian review market conditions and portfolio designs from the latest AMR Quarterly Economic & Market Update webinar. They also talk about speculative investments, such as cryptocurrency, Game Stop, and more.  Be sure to reach AMR's...

The AMR team shares best practices on how to create a paycheck in retirement. They talk about social security, pensions, work retirement accounts, IRA RMDs, and more. All of these individual income streams should be looked at as part of a big picture...

Jenny Jackson of Coldwell Banker Barnes joins Chris to talk about the Nashville real estate market. Nashville has seen an influx of new homeowners during the pandemic. With the flexibility to work remotely, some people are choosing to move to areas...

Deborah Schilling of Willam Raveis joins Chris to talk about the real estate market on Cape Cod. Many people moved during the pandemic to attractive locations like Cape Cod, causing the real estate market in those areas to soar. February statistics...

Ryan Tufts from Harbor One Mortgage joins Chris. From a historical perspective mortgage rates continue to be very low and the environment is very competitive. If you are thinking of refinancing, it may be good time to talk with a mortgage...

Chris and Brian discuss the $2Trillion infrastructure bill and what's covered in it. F. Keats Boyd III, President of Boyd & Boyd P.C. joins to discuss the potential tax implications of the bill.  Chris and Brian discuss investing in real...

Brian talks about his financial marketing pet peeves. He does not want investors to jump on the bandwagon of what is being promoted by those preying on one’s gambling impulses and/or financial insecurities. These pet peeves include: Advice in day...

Chris and Brian talk about investing for income vs. investing for total return. Even if a company is paying dividends, if they fail to reinvest in their business then the company will likely lose value at some point. They also discuss momentum versus...

AMR shares considerations for being tax efficient on your 2021 taxes, including withholdings, retirement plans, Health Savings Accounts, capital gains, investments, and annuities and insurance policies.

Maryanne Bombaugh, MD MSc MBA CPE, past President of MA Medical Society, joins Chris to check in on Covid-19 and the vaccines. They discuss: What do the trends indicate? How effective are the vaccines? Are they safe and being disseminated quickly...

AMR shares tax planning considerations, as well as Biden’s tax plan and the potential impact on the economy. Brian talks about rising bond interest rates and what drives the rates.

F. Keats Boyd, III, President of The Law Offices of Boyd & Boyd, P.C., joins Chris to share steps for establishing a stay-at-home plan for seniors: establish a revocable trust-based estate plan, a single-story living plan, and a care plan. They...

AMR discusses some of decisions that people make need to consider when getting a new car. Chris and Brian talk about the four distinct asset areas in the market today: Bubble, Cheap, Fair Value, and Expensive Strong Company.

AMR discusses what’s in the $1.9 trillion American Rescue Plan Act. In addition to helping individuals and families with incomes below certain thresholds, the legislation provides significant support for the vaccine rollout and for schools to open...