Episodes

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...

What is a stock buyback? Brian, AMR’s CIO, explains how companies direct excess cashflow to capital reinvestment, shareholder dividends, and/or stock buybacks. The AMR team discusses their holiday plans and tips for managing debt: use credit cards...

70% of charitable giving occurs in November and December. Chris and F. Keats Boyd, President of Boyd and Boyd, P.C., discuss three smart ways to give this year: RMDs, Cash, and Appreciated Assets. They also talk about the difference between Spousal...

Kristen O’Malley, President and CEO, of The Cape Cod Foundation, announced a Strategic Emergency Response Fund challenge campaign to help Cape Cod families who are struggling with food insecurity, and need fuel and medical assistance.   Lisa...

The AMR team reviews takeaways from the SECURE Act and the CARES Act, and year-end financial planning priorities to consider: maximizing retirement plan contributions, tax harvesting, Roth conversions, charitable giving, Biden administration...

Susan Huettner, Esq., specializing in family law, shares how the MA courts are currently handling family cases. She is seeing an uptick in divorce cases, with more being settled through mediation and pre-court agreements. Scott shares how financial...

Chris and Brian talk about Covid-19 vaccinations and Biden’s appointment of Janet Yellen as Treasury Secretary. Douglas MacDonald, President, Murray & MacDonald Insurance provides great advice on earthquake and wind insurance. It’s important...

Is your 401(k) working as hard as you do? Chris and Scott talk about things to consider. AMR is offering a complementary 401(k) review. Learn more at Mark Skala President of Cape and Islands United Way talks about the need and ways to give – their...

Chris welcomes Skip Schweiss, President-elect of the Financial Planning Association (FPA). Skip shares a few initial thoughts on what a Biden administration might mean for investors. He indicates that a “split federal government has, over the...

Chris welcomes Bob Vandy, President of Advisors Insurance Brokers. They discuss factors to consider when choosing between traditional #long-termcareinsurance, hybrid policies, or hybrid annuities for long-term care. Tammy Leone, Director of Cape Kid...

Brian reviews recent drivers behind the market, including a split Congress, selection of a U.S. president, relations with China, and momentum with a coronavirus vaccine. He also reviews how certain sectors are affected as we move into a more stable...