Episodes

Saturday, March 16, 2019 Chris, Lisa & Brian from AMR
March 20, 2019

Saturday, March 16, 2019 Chris, Lisa & Brian from AMR

In the second hour, Chris, Lisa & Brian chat on various topics including the markets, unemployment numbers,  the Phillips Curve, inventory growth, news events including Boeing, the 60 Minutes interview with Fed. Chairman Powell, the College...
Saturday, March 16,2019 Lisa Oliver, President & CEO of The Cooperative Bank of Cape Cod
March 18, 2019

Saturday, March 16,2019 Lisa Oliver, President & CEO of The Cooperative Bank of Cape Cod

In the first hour, Chris & Lisa welcome Lisa J. Oliver, President & CEO of The Cooperative Bank of Cape Cod "The COOP" to the show! They discuss a variety of topics including the importance of developing a relationship with your bank and the...
Saturday, March 9, 2019 Christin Marshall, Executive Director, EforALL
March 13, 2019

Saturday, March 9, 2019 Christin Marshall, Executive Director, EforALL

In the second hour, Chris and Lisa welcome Christin Marshall, Executive Director of EforALL.  She shares her work history and what inspired her and how she "got the Entrepreneurial-ship bug." They help individuals that are in their early stages...
Saturday, March 9, 2019 Daniel A. Schwenk, CPA
March 11, 2019

Saturday, March 9, 2019 Daniel A. Schwenk, CPA

Chris and Lisa kick off the hour discussing 10 years after the stock market's financial crisis(3-9-09).  Dan Schwenk, CPA calls in to share with our listeners some insight on tax findings so far this tax season. . Lisa shares information on the...
Saturday, March 1, 2019 Michelle Woodbrey-President & CEO of 2Sisters Living Advisors
March 6, 2019

Saturday, March 1, 2019 Michelle Woodbrey-President & CEO of 2Sisters Living Advisors

In the second hour, Chris, Lisa & Scott welcome Michelle Woodbrey, President & CEO of 2Sisters Senior Living Advisors.  She shares her background, family, what inspired her to start 2Sisters & the valuable help of "SCORE." She...
Saturday, March 2, 2019 Scott Birmingham from AMR & Chris Dillon, VP at T.Rowe Price
March 4, 2019

Saturday, March 2, 2019 Scott Birmingham from AMR & Chris Dillon, VP at T.Rowe Price

In the first hour, Chris & Lisa welcome our newest AMR team member, Scott Birmingham, CFP, CDFA, ChFC, CAP to the show!  Scott shares his background & more!  They kick off the show with conversation on GDP, tariffs, markets,...
Saturday, March 2, 2019 Scott Birmingham from AMR & Chris Dillon, VP at T.Rowe Price
March 4, 2019

Saturday, March 2, 2019 Scott Birmingham from AMR & Chris Dillon, VP at T.Rowe Price

In the first hour, Chris & Lisa welcome our newest AMR team member, Scott Birmingham, CFP, CDFA, ChFC, CAP to the show! Scott shares his background & more! They kick off the show with conversation on GDP, tariffs, markets, ...
Saturday, February 23, 2019 Lisa and Brian of Asset Management Resources, LLC
Feb. 27, 2019

Saturday, February 23, 2019 Lisa and Brian of Asset Management Resources, LLC

In the second hour, Lisa and Brian fill in for Chris behind the mic!  They cover a variety of topics including economic indicators & what is involved in declaring a National Emergency.  The also discuss some current events;  Bernie...
Saturday, February, 23, 2019 Chris Konstantinos, CFA, Chief Investment Strategist & Director of International Equity-Riverfront Investment Group
Feb. 25, 2019

Saturday, February, 23, 2019 Chris Konstantinos, CFA, Chief Investment Strategist & Director of International Equity-Riverfront Investment Group

Lisa & Brian fill in for Chris behind the mic!  They welcome Chris Konstantinos, CFA & Chief Investment Strategist & Director of International Equity from Riverfront Investment Group.  Chris shares details of their published...
Saturday, February 16, 2019 Mark Skala, President & CEO of the Cape & Islands United Way
Feb. 21, 2019

Saturday, February 16, 2019 Mark Skala, President & CEO of the Cape & Islands United Way

In the second hour, Chris and Lisa welcome Mark Skala, President & CEO of the Cape and Islands United Way.  Mark shares how he was approached to apply for this position, his vision & purpose, details on Women United & the upcoming...
Saturday, February 16, 2019 Joe Tenaglia-Asset Allocation Strategist-Wisdom Tree & Mark Skala-Pres. & CEO Cape & Islands United Way
Feb. 19, 2019

Saturday, February 16, 2019 Joe Tenaglia-Asset Allocation Strategist-Wisdom Tree & Mark Skala-Pres. & CEO Cape & Islands United Way

In the first hour, Chris & Lisa welcome Joe Tenaglia, CFA & Asset Allocation Strategist from Wisdom Tree. Joe shares his work history, specialty & how Wisdom Tree was started. He also discusses their approach on the composition of creating...
Saturday, February 9, 2019 Chris & Lisa of AMR
Feb. 13, 2019

Saturday, February 9, 2019 Chris & Lisa of AMR

In the second hour, Chris reminisces on working & sharing office space with his family over the years. They talk local events, the Patriots Super Bowl win & parade!  Chris shares tid-bits on January's market results, S&P 500, the Dow,...
Saturday, February 9, 2018 Atty's F. Keats Boyd III & Thomas Wertman of Boyd & Boyd, PC
Feb. 11, 2019

Saturday, February 9, 2018 Atty's F. Keats Boyd III & Thomas Wertman of Boyd & Boyd, PC

In the first hour, Chris welcomes Atty's F.Keats Boyd III & Thomas Wertman of Boyd & Boyd PC to the show! They discuss Estate Planning, thresholds for Estate Tax, & what is "basis step-up." Atty. Wertman shares information on Estate...
Saturday, February 2, 2019 Chris & The Staff of AMR
Feb. 7, 2019

Saturday, February 2, 2019 Chris & The Staff of AMR

In the second hour, Chris, Brian & Lisa discuss a variety of topics, including the impact of the government shutdown & our thoughts on what the compromise could be & immigration reform.  Brian shares his thoughts on the economic...
Saturday, February 2, 2019 Bruce H. Monrad-Chairman of the Trustees of Northeast Investors Trust
Feb. 4, 2019

Saturday, February 2, 2019 Bruce H. Monrad-Chairman of the Trustees of Northeast Investors Trust

In the first hour, Chris welcomes Bruce H. Monrad, Chairman of the Trustees Northeast Investors Trust to talk market shifts, the direction of the economy, what investors should be aware of, & "Tail risks."  Bernie calls in with a question on...
Saturday, January 26, 2019 Andrew Cipro-RVP of Carillton Towers & Abe Sheikh, CIO of Cougar Investments, Dorothy Savarese, President & CEO of CC5
Jan. 30, 2019

Saturday, January 26, 2019 Andrew Cipro-RVP of Carillton Towers & Abe Sheikh, CIO of Cougar Investments, Dorothy Savarese, President & CEO of CC5

In the second hour, Chris & Lisa welcome Andrew Cipro, RVP from Carillton Towers Advisers.  Andy was part of an FPA contest to benefit the Dana Farber Cancer Institute who bid on an interview segment with the show, & won! He introduces us...
Saturday, January 26, 2019 Atty. Matthew Lee, Partner at Tocci & Lee
Jan. 28, 2019

Saturday, January 26, 2019 Atty. Matthew Lee, Partner at Tocci & Lee

In the first hour, Chris welcomes Atty. Matthew Lee, Partner at Tocci & Lee.  Matt shares his career in the Navy's JAG Corps & what lead him to specialize in corporate immigration law. He also served as Assistant District Counsel for the...
Saturday, January 19, 2019 Chris, Lisa and Jack from AMR
Jan. 24, 2019

Saturday, January 19, 2019 Chris, Lisa and Jack from AMR

In the second hour, Jack our intern shares his experience in the office! Chris takes a moment to reflect on Martin Luther King & his long lasting impact, the story & passing of Jack Bogle, founder & financial giant at Vanguard, and...
Saturday, January 19, 2019 Daniel A. Schwenk-CPA, LLC
Jan. 22, 2019

Saturday, January 19, 2019 Daniel A. Schwenk-CPA, LLC

In the first hour, Chris, Lisa & Jack, our AMR intern welcome Dan Schwenk, CPA back to the studio! He specializes in tax & accounting services for individuals & small businesses. He shares valuable information in preparation for the 2019...
Saturday, January 12, 2019 J. Christopher Boyd-Chief Investment Officer-Asset Management Resources, LLC
Jan. 16, 2019

Saturday, January 12, 2019 J. Christopher Boyd-Chief Investment Officer-Asset Management Resources, LLC

Chris kicks off the second hour the "January effect" in the markets, takes calls from our listeners in response to the trivia question from the first hour, which state has the highest percentage of millionaires per household.....#1 Maryland, #6...
Saturday, January 12, 2019 J.Christopher Boyd-Chief Investment Officer-Asset Management Resources, LLC
Jan. 14, 2019

Saturday, January 12, 2019 J.Christopher Boyd-Chief Investment Officer-Asset Management Resources, LLC

In the first hour, Chris recaps the weekly numbers & answers a great call from "Elliot" on cannabis investing.  He also shares a great article from Ed Mazur titled "New Years Resolutions on Saving Money in 2019" including unexpected income,...
Saturday, January 5, 2019 J.Christopher Boyd-Chief Investment Officer-Asset Management Resources, LLC
Jan. 11, 2019

Saturday, January 5, 2019 J.Christopher Boyd-Chief Investment Officer-Asset Management Resources, LLC

Chris kick's off the second hour with a continued discussion on "The Offer"-a complimentary consultation/portfolio analysis offered by AMR! He details different scenarios as to why clients come to us & why the "Offer" is so helpful to your...
Saturday, January 5, 2019 Chris Boyd-Chief Investment Officer-Asset Management Resources, LLC
Jan. 7, 2019

Saturday, January 5, 2019 Chris Boyd-Chief Investment Officer-Asset Management Resources, LLC

In the first hour, Chris takes us through a "look back" of 2018, including conversation on the markets, trade, a recap of year end numbers, the DOW, Apple earnings and more.  Chris shares his investment thoughts on performance, his "close of...
Saturday, December 29, 2018 Chris Boyd-CFP, CASL & Chief Investment Officer at Asset Management Resources, LLC
Dec. 31, 2018

Saturday, December 29, 2018 Chris Boyd-CFP, CASL & Chief Investment Officer at Asset Management Resources, LLC

The show features Chris's thoughts on the"Santa Claus Rally", market peaks, interests rates, December challenges in the market, asset allocation, bonds, the average debt & credit card rates, and the importance of good financial advice.  Don't...