Episodes

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...

On this Veterans Day, Chris welcomes Bill Blaisdell and Joe Taylor from the Cape & Islands Veterans Outreach Center to share the great work that they do to help veterans. Anthony Encarnacion, a highly decorated combat veteran who served the US...

Chris and Brian discuss the initial market reaction to the elections and the drivers behind it. They also talk about key indicators that measure an economic rebound – GDP, unemployment, new mortgage applications, credit card usage, etc. Listen to...

Interested in how your retirement savings stacks up? Mike talks how important it is to pay yourself first. Scott & Cathi discuss how biological age factors into financial planning. Brian reviews how Trump and Biden compare on a stimulus package...

Chris talks about voting options and the coronavirus numbers. Why invest in bonds when interest rates are so low? Brian explains.

Chris welcomes Annalee Kruger, Founder and President of Care Right. Annalee is a geriatric family consultant and discusses challenges that seniors face and how having an aging plan can help. Karen Gardner, Executive Director of Laurentide at Mashpee...

Chris welcomes Cyndy Jones (Founder), Nicole Spencer (Executive Director), and Kristen Boyd (Board Member) from Heroes in Transition to talk about the great work that they do to help veterans. They will be holding their 11th Annual Fall Gala At-Home...

Chris welcomes Amy Barao Kullar, Esquire, from Patricia Mello & Associates, LLC to talk about Medicaid planning. Medicaid (known as MA Health in Massachusetts) has requirements that must be met before coverage eligibility. Chris also talks with...

Brian talks about the market in two acts – one of uncertainty over the next few months, and the other providing more stability after the elections and the Covid-19 vaccine trials progress. Chris welcomes Bob Tranchell from The Federal Savings Bank...

AMR continues the long-term care discussion. Joy Tower, Regional Director, and Mary Ellen Greenfield, Culinary Director, of Maplewood join to talk about their senior living residences. Scott and Chris attended the national FPA Annual Conference 2020...

Insurance is a key tool to mitigate risk. Chris and Robert Vandy, President of Advisors Insurance Brokers, talk about how long-term care insurance works, why it is needed, costs to consider, and policy features – for both traditional and hybrid...

Joanna Lovely, Executive Director of Mill Hill senior residence, tells about their assisted living and cognitive care facilities. Mike and Marcia Perna share a personal story about how to fund long-term care. AMR talks about financial scam – from...

Chris welcomes Kurt Raber, Tim Sawyer, Todd Carson from Catalyst Architecture Interiors to talk about their firm’s evolution, rebranding from Brown, Lindquist, Fenuccio, & Raber, and some of their key projects.

Heather Hurd, a Senior Plan Consultant at BCBS, shares what you need to know about Medicare and the types of plans that are available. For more information, view the “Planning for Medicare: Countdown to 65" webinar at AMRfinancial.com.

Matt Burke, Co-President of Cape Cod Five, joins Chris to talk about the Payroll Protection Program and the bank’s role in helping small businesses gain access to needed capital as a result of the pandemic, as well as filing for the forgiveness process.