Episodes

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...

AMR shares how to best prepare for unforeseen disasters. How much is enough to keep in an emergency fund? What other financial resources should be available if the unexpected occurs? Planning ahead is paramount, but managing cashflow and risk play a...

Douglas MacDonald, CEO & President of Murray and MacDonald Insurance Services joins Chris to discuss natural disasters and property and casualty insurance coverage. With the increased cost of construction and changes to business code ordinances,...

Chris welcomes author Marcia Mantell for a lively discussion about Social Security. They address these important questions: Is Social Security going bust? Who is eligible for social security? What if you haven’t worked 40 quarters? Are spouses...

Chris welcomes author Marcia Mantell for a lively discussion about Social Security. They address these important questions: Is Social Security going bust? Who is eligible for social security? What if you haven’t worked 40 quarters? Are spouses...

AMR discusses the financial bucket approach for money that will be needed now, soon, and later. If you are in need of a financial planner, we discuss what to look for: education and experience, credentials, standard of care, etc. What is the cost of...

Chris and Brian talk about Robinhood limiting GameStop shares and coronavirus vaccines. Chris and Scott discuss AMR’s 360 Financial Planning process, where the entirety of your financial picture (cashflow needs, tax and estate planning, etc.) is...

AMR continues the discussion on financial planning for life milestones - college, divorce, and retirement. Are you familiar with the 4% rule of thumb for withdrawing retirement funds once you reach 65 years of age? AMR suggests developing a thoughtful...

Chris and Brian explain what happened with the market last week and they discuss Bitcoin. Stocks are a long-term investment where investors own an underlying piece of the business; therefore, it is important to know what you own. Asset Management...

Chris continues the buying a home discussion with Annie Hart Cool of Sotheby’s International Realty Cape Cod and Ryan Tufts of Harbor One Mortgage. Their biggest advice is to know your financial limits and don’t jeopardize your credit score in...

Ceremonial milestones in our lives take #financialplanning.  Did you know that the average cost of a wedding on Cape Cod is  $50,000? Annie Hart Cool, Justice of the Peace and realtor from Sotheby's International, joins to talk about wedding...

AMR shares new year #financialplanning housekeeping tips: maximize plan contributions, update dependents, take delayed capital gains, rebalance portfolios, review insurance, take RMD if turning 72 or older this year, allocate funds across buckets, pay...

AMR recognizes Martin Luther King Jr. Day! Chris and Brian review last quarter’s performance, and how the economy and other key considerations inform AMR’s portfolio decisions. We are now in Act 2, where the government, stimulus, and vaccines are...

AMR talks about principles for long-term investing: plan for a long life, identify your risk tolerance, volatility is expected, diversify and rebalance, and more.   To help with the challenges in structuring an investment portfolio,...

Brian and Chris talk about how the  was affected by the events of last week,  for income vs. return, and Barron's "Best Income Investments for the New Year". Companies can reinvest in their company, buyback stock and/or pay...

Brian Regan, AMR’s CIO, shares his two (really three) biggest investment lessons from 2020: don’t overreact to politics; stocks are long-term assets and short-term volatility can provide an opportunity. Cheryl Rogers, President of On Course...

The market hit 50 all-time highs in 2020. Chris shares performance for the Dow Jones, S&P 500, Nasdaq, small company stocks, oil, gold and silver, Bitcoin, and semi-conductor companies. AMR is currently offering a Complimentary Portfolio Review,...

Alisa Magnotta, CEO, Housing Assistance Corp., talks about the demand for housing on Cape Cod and the changes that they have made to operate during the pandemic. Their Workforce Housing Fund helps people who are facing housing challenges during this...

Brian reviews what’s in the Stimulus package and how the markets might react. Chris reviews AMR’s Complimentary Portfolio Review – learn more at . Scott explains AMR’s 360 Financial Planning process – understanding your full financial...

Mike provides some year-end tax planning tips, including: Max out your retirement plan contributions IRA RMDs are not required this year IRS is allowing a $300 charitable gift deduction for standard filings If self-employed, consider making purchases...

Chris and Brian talk about things to consider when purchasing individual stocks, including the company’s: market capitalization income statement gross margin operating margin earnings per share expected profit Stocks should be considered as a...