Something More With Chris Boyd Show Podcasts

Are you prepared for the unexpected? Chris and AMR team members talk about how to prepare for life's unforeseen events and what you can do to minimize financial downturns for your loved ones.  Later, the team covers the prevalence of financial scams and how well-known celebrities were affected by such events. 

Our first segment is a continuation of talking to your kids/youth about money matters, and how to communicate the importance of financial knowledge.  Next, AMR's Chief Investment Officer, Brian Regan, CFA®, MBA, joins to update us on market news, covering changes with inflation, interest rates, and other environmental conditions and how they have affected recent earning reports. Brian talks on specific companies, their performance, and what's new. How much do geopolitical concerns affect investment decisions? Listen to Brian get into it all. 

Host, Jeff Perry, JD, and the AMR Team discuss Tom Brady's retirement and thoughts on the Super Bowl ahead.  After, the team gets into talking to your spouse, parents and kids about money matters that pertain to many of life's circumstances. Communication being a large part of this discussion, the AMR Team answers questions as to when the best time to discuss these matters are.

Team AMR starts out discussing the NFL games that lead into the AFC and NFC Championship games in a Something More segment. CEO, Chris Boyd, CFP®, CASL®, and IAR's, Jeff Perry, JD, and Mike Perna, CFP®, MBA, spend time discussing tax preparations. They cover knowing when to file taxes on your own vs with a professional, along with how consulting with a financial advisor can help you earn credits you might not know you qualify for. Later, the AMR Team gives insight on tips for what to look for when selecting a financial advisor. Looking for structures that align with your best interest is a good starting point.

Team AMR discusses market fluctuations, from the most recent Fed meeting to what is going on in Eastern Europe and economic consequences of geopolitical tensions. Chief Investment Officer, Brian Regan, CFA®, gets into investing in bonds and REITs, what they both mean and what investing in them looks like.  Team AMR steps out of their box and talks about real estate in the Metaverse. The new concept takes the team to mention what investing in digital assets in the Metaverse can mean and if it shows a sustainable future.

This hour, Chris is joined by Wealth Advisor, Jeff Tomaneng, CFP®, and Investment Advisor Representative, Mike Perna, CFP®, MBA, to talk about how how spouses should manage their incomes, discussing lifestyle choices together and the importance of communication.  What does it mean to have life insurance? Why is it important to have the financial resources you need and want for your family? What type of life insurance should you have? It's all discussed here. 

Host Chris Boyd, CFP®, CASL®, discusses AMR's Complimentary Portfolio Review limited offer, which is a two meeting process. At first, after gathering portfolio details, your goals and risk profile, AMR performs an analysis. The second meeting consists of suggestions, highlighting hidden risks and identifying areas to improve on.  Chris is joined by AMR's Chief Investment Officer, Brian Regan, CFA®, to review AMR's recent Economic & Market Update webinar. Chris and Brian mention how stocks performed in 2021 with high levels of earnings growth and market performance, along with analyze what the market has to offer in 2022 with a shift in government spending levels and more.

Host, Investor Advisor Representative, Jeff Perry, JD, and Marketing Director, Cathi Ingersoll, talk about the benefits of joining our Economic & Market Update webinar on Wednesday, January 19th at 10AM ET.  We are soon joined by AMR's Chief Investment Officer, Brian Regan, CFA®, who gives us market news, covering challenges the market faces in 2022, corporate insider buying/selling, preferred stock, and more. 

AMR's Investor Advisor Representative, Jeff Perry, JD, hosts the show, starting with a show overview, and acknowledging Martin Luther King Jr.'s birthday and playing "Did you know?" with Marketing Director Cathi Ingersoll.   AMR's Wealth Advisor, Jeff Tomaneng, CFP®, joins and discusses feelings on retirement savings, financial goal setting, best ways to track your progress and more, all with the New Year in mind. 

AMR is offering a limited time Complimentary Portfolio Review for investors with $500,000 or more, consisting of a detailed analysis of your investments. Our experts will provide you observations and recommendations, including a comparison on how we would invest.  Following, the team discusses 2021 Top News Stories, from Covid's impacts and pulls on economic triggers to emerging markets underperforming compared to other equity markets. AMR gets into employee conditions in the job market, success and quality of life stories, and decisions employees are making in this new era of employment. 

CEO Chris Boyd, CFP®, CASL®, CEPS and Chief Investment Officer Brian Regan, CFA®, look back at a 2021 market performance - showing a great year of market production and how to perceive markets ahead. AMR is offering a limited time Complimentary Portfolio Review for investors with $500,000 or more, consisting of a detailed analysis of your investments. Our experts will provide you observations and recommendations, including a comparison on how we would invest. 

It's a new year and time for new resolutions. The AMR team shares theirs and Nancy Hardaway, President of Listening2Leaders, discusses how to set goals and make them stick. AMR discusses top news events of 2021.

To kick-off the 2022, Chris offers AMR’s Complimentary Portfolio Review (a limited time offer). The Complimentary Portfolio Review is a two-meeting process. In the first meeting, information about your finances and goals is reviewed. AMR puts together a thoughtful analysis. In the second meeting, we indicate what is working and potential areas for change. If you recognize any of the following, then you may benefit from a complimentary portfolio review: Are you a do it yourselfer? Do you want a second opinion to see if things should be done differently? Do you have a robo arrangement, but need/want more attention? Are you working with another advisor and need/deserve more attention? If you advisor trying to sell vs. acting as a fiduciary? Do you want a second opinion? Are you worried about the markets? Are you not used to handling financial life alone? Are health issues starting to interfere with ability to make sound decisions? There is a lot to consider when doing it on own. It can be overwhelming knowing

In this Something More Christmas special, our CEO Chris Boyd, CFP®, and Reverend Jane Herring of the Emmanuel Presbyterian Church sit and talk about the importance of Christmas, its significance, and how the tradition of celebration originated. 

Chris Boyd, CFP®, CASL®, CEPS, and Scott Birmingham, CFP®, advise reviewing a year-end financial planning checklist, consisting of maximizing 401k contributions, tax-loss harvesting, maximizing business deductions, IRA contributions, and more. Budget managing is discussed with our Investment Advisor Representative, Jeff Perry, JD. We get into holiday budgeting, setting new goals that best fit your circumstances and spending habits, strategic planning to pay off debts, and much more, all with the goal to create plans and flexibility for spending in 2022. Team AMR shares their holiday plans along with reviewing their favorite holiday movies. 

AMR's team of experts discuss the latest Fed press conference, covering the tightening of monetary policy, interest rates and inflation, and how these have effected investment markets.  Recent economic trends show corporate buybacks climbing to record highs in one quarter. The team uncovers the benefits of stock buybacks and why investors like them but legislators don't.  Investment Basics Segment: Closed-End Funds. What are they? How do they share commonalities and differences with ETF's and Mutual Funds? Listen to how Team AMR puts it together.   

Adam Burnett, Executive Director of Champ Homes, talks about how his organization provides transitional housing for the homeless on Cape Cod, along with help establishing goals and maintaining a sustainable path. Kristin O'Malley, President and CEO of the Cape Cod Foundation, explains what her organization does as a charitable community trust for Cape Cod's Barnstable county, and how they establish funds. Barbara Cotton, Executive Director of the American Red Cross, describes how the Red Cross is operating under Covid conditions and how they help the community they serve. 

AMR discusses charitable giving and how one can partake in a Charitable Remainder Trust and the benefits of doing so.  A discussion on blockchain technology and cryptocurrencies takes place: what they are, what their rise in popularity means, how to invest in them, and more. AMR's team of experts touches on the housing market and how factors like interest rates and Covid have effected the housing boom, both for the good and the bad. 

Stocks continue to show volatility due to uncertainty over the Omicron variant. Our Chief Investment Officer, Brian Regan, CFA®, discusses what to consider when investing, along with what he pays attention to: micro lenses of future earnings and macro views on future interest rates.  Following segments include the team explaining what iBonds are and how they work, philanthropic giving and much more. 

Team AMR reviews inflation rates and how some companies/industries benefit during inflationary periods, and how some do not - consumer staples vs technology.  Interest rates bud in to the conversation as AMR's CIO, Brian Regan, CFA®, gets into investing strategies with stocks and bonds. Following our financial discussion, we remember Phil Saviano, who recently passed but continues to have an impact as he was a vocal advocate for victims of abuse by priests, which led to worldwide attention on the matter.