Something More With Chris Boyd Show Podcasts

Host Chris Boyd, CFP®, and Jeff Perry, JD, discuss challenges that occur when investing in ESG, recent controversy, what diversity means as an investment firm, and the importance of making informed decisions. CIO Brian Regan, CFA®, explains what a year-end Santa Clause rally is and what it means for markets. The Team discusses the implications of year-end investing patterns and investing frustrations that arise during market down times. They later discuss whether well-known commentators are worth following. Chris, Jeff, and Brian share what shows they are currently watching and more.

Host Chris Boyd, CFP®, and co-host Jeff Perry, JD, are joined by Marketing Director Cathi Ingersoll to discuss the meaning behind “Something More.” Chris gives reflection to and explains what “Something More” means to him and shares how acting as a fulfillment facilitator, focusing on positive, educational, and personal finance topics, is part of the program. Chris and Jeff discuss (un)employment rates as implications of the Federal Reserve’s actions and what we could see ahead. Bad news for unemployment, but good news for the economy, show a continued increase in unemployment claims – a sign that the Fed is effectively slowing down the economy. They later get into ESG considerations and recent issues that have arisen in this investing space that is growing popularity.

Host Jeff Perry, JD, is joined by President and CEO of the Cape & Islands United Way, Mark Skala, to speak about charitable giving this time of year, mentioning statistics that illustrate December as the largest donating month of the year. Mark shares the story of the United Way’s mission and the impact they make on the Cape Cod community through their grant programs for small to large projects, which focus on education, health (food security included), financial stability, and affordable housing. They speak on ways to give, volunteerism, and more. CIO Brian Regan, CFA®, joins to discuss market and financial news related to the implications of the recent comments made by Federal Reserve Chairman Jerome Powell. Jeff and Brian mention recession possibilities, a near-term bottom for the stock market, diversified asset allocation, and real estate. Brian shares his growth in optimism from six months ago and much more. Marketing Director Cathi Ingersoll joins Jeff to talk about and pay tribute to Christine McVi

Host Jeff Perry, JD, is joined by Sheriff Jim Cummings of Barnstable County Sheriff’s Office to discuss his time and career in law enforcement, from entering the Framingham State Police Academy in 1974 to becoming Sheriff in 1999. He shares investigation stories from his rookie career and his journey on how he got to where he is today. They speak on Barnstable County’s drug, alcohol, and mental health rehabilitation efforts and its effects on recidivism rates in the area. After, AMR's Wealth Advisor Jeff Tomaneng, CFP®, joins the show to talk about holiday shopping, planning, and budgeting.

Host Jeff Perry, JD, is joined by Adam Burnett, Executive Director of Champ Homes, to speak about the organization and how Champ Homes acts as a support system for those with housing instability. Adam mentions recent trends of Champ Home stayers are in direct correlation with the recent “housing crisis.” With the goal of instilling self-advocacy, Champ Homes works with people motivated to turn their lives around. They measure their success rate by the number of people who move on from Champ Homes. Jeff is joined by CIO Brian Regan, CFA®, to talk about Brian’s recent article New World Order or Continued Global Economy? published on TheStreet.com. They get into a geopolitical discussion, and then cover financial market news as Brian shares his opposition to the cryptocurrency market.

IAR Jeff Perry, JD, and AMR’s marketing team Cathi Ingersoll and Armen Avakian open with a show outline and talk about holiday budgets and consumer debt. Chuck Nardozza, Managing Director of Travel Sales at AAA, talks about 2023 travel trends, mentions demand levels as people become more eager to visit family/friends during a post-pandemic feel, and shares the benefits of using AAA. Jeff and Armen discuss AMR as a toy drop-off location for Toys for Tots and an AMR social media marketing campaign of asking advisors of a great piece of financial advice.

Chris, Jeff, and Co-host Dan Wolf, founder and chairman of Cape Air, are joined by CIO Brian Regan, CFA®, to discuss cryptocurrency, real estate, and equity market conditions. Brian enlightens us on economic theory that drives currency on a discussion of the US dollar. Brian shares where he would take the economy if he was chairman of the Federal Reserve. Chris and Jeff shift gears to talk about the holiday season and share AMR’s involvement in the community, acting as a toy drop-off location for Toys for Tots.

Co-hosting our show is Founder and Board Chairman of Cape Air, Dan Wolf, along with Chris and Jeff, as they talk about Dan’s venture starting Cape Air. They discuss entrepreneurship, the difficulty to break into markets given increased barriers to entry and the involvement of political regulation. Dan expresses his interest in electric airplanes and sustainable aviation. The team gets into the evolution of climate change sentiments. The team mentions recent political news to have a political discussion.

We are joined by Karen Rinaldo and Kevin Doyle, authors of In the Wake of the Mayflower, to discuss the historic event of the first Thanksgiving. Karen shares and talks about her unique painting that accurately depicts the encounter of 90 Wampanoags and 53 Mayflower-surviving pilgrims, “The First Thanksgiving – 1621.” She shares how she got involved in creating this piece, the steps she took in constructing the image, and where her painting is today.  Karen and Kevin talk about their journey in what led them to self-publish their book. They speak on spiritual value in the native population, sacrifice, and having a philosophy to better understand people. In the Wake of the Mayflower (book): https://www.plimoth.com/products/in-the-wake-of-the-mayflower Chris and Jeff shift to talk about election results and sentiments relating to where we might be headed as a nation.

IAR Jeff Perry, JD, and CIO, Brian Regan, CFA®, give financial news on the downward trending CPI report. Brian discusses his focus on CPI cost considerations of shelter, durable goods, and medical services, and explains how these costs are measured month-over-month and year-over-year. They take into consideration and discuss the implications of the lag time between data points. Brian shares his thoughts on energy while looking at crude oil prices. They talk about inflation, the Federal Reserve’s actions based on real-time and backwards looking data. Brian and Jeff share their thoughts on issues in cryptocurrency markets, commenting on FTX, Bitcoin, and more.

As Veterans Day approaches, we are happy to be joined by the Cape and Islands Veterans Outreach Center’s Treasurer, Bill Blaisdell, and Outreach & Programs Manager, Barbara-Anne Foley. They join us to discuss the services they offer to Veterans on Cape Cod through expanding programs like their food pantry, housing services, counseling and case management services, and transportation services for Veterans and their families. Barbara and Bill express their openness in accepting and ease of qualifications in helping US Veterans from all over in any way they can through their services mentioned. They talk about the importance of supporting Veterans through their partnerships and services. They promote their Veterans Day program, sponsored jointly with the town of Barnstable, will be held on the second floor of the Barnstable Townhall at 10:30 AM on Veterans Day preceded at 9:30 by a memorial service on the green just outside of town hall. The general public is encouraged to attend both events. There is no fee

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, are joined by Cape Cod journalist and former news director Matt Pitta to speak on all things in the upcoming Massachusetts election. They discuss running candidates in many of the areas of service, their points of views and many of the possible outcomes from this year’s election. They later get into ballot questions and the implications of a “yes” vote and a “no” vote.

CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and CIO Brian Regan, CFA®, talk about Q3 GDP trends, inflation, earning reports, and more. As GDP trends lower, what does this mean for the future of our economy? Brian comments on inflation data mentioning the state of spending in durable goods and services. How likely is a recession and when will that occur? Brian shares an investors sentiment based on the S&P 500 being forward looking and earnings being backward looking. Brian shares bull and bear cases for specific stocks. Chris and Jeff discuss scenarios of lost 401k’s and collections of investments. They get into what can be done and realities with retirement accounts in these scenarios. Chris and Jeff cover 7 things not to do when you retire in regard to retirement spending, social security, spending investment capital, debt, inheritance, healthcare, and planning.

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, get into discussion of Long-term care planning and how to incorporate long-term care considerations in your financial plan. Joining Chris and Jeff is Bob Vandy, President of Advisor Insurance Brokers, to discuss how to manage and deal with long-term care risks.

Joining us is Tim O’Connell, Founder and President of Tommy’s Place, which is a non-profit that acts as a vacation home for kids fighting cancer. Tim shares his story how of what led him on this journey and how he made his dream to help families fighting cancer a reality. Named after the Founder of the Falmouth Road Race Tommy Leonard, Tommy’s Place strives for a Walt Disney type experience and is a place for families to relax, make memories, and have fun. Their significant impact on the greater community is expanding with a new home in Centerville, MA.  https://tommysplace.org/ Chris and Jeff are joined by Matthew Lee, Esq., Partner at Tocci & Lee, LLC, to discuss the implications of legal and illegal immigrants in America and how they tie into America’s labor market. They cover how to keep America’s economic engine sustaining amid many facing challenges. Matt talks about his work as an immigration attorney that help companies in the Centerville, MA area hire available legal workers.  https://toccilee.co

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, get into a client inquiry that makes a case for investments in gold stemming from fear in current market conditions. Chris advises against making decisions based on fear and cautions listeners on guarantees with an annuity example. Jeff gives a market update on employment rates and brings up the Federal Reserve’s plans on their plan to cut inflation. They discuss the implications of stimulus keeping markets afloat during the height of covid and what that means today. They stress time in the market over timing the market. They bring up better news from the IRS on tax bracket adjustments but shift gears into international matters on UK’s Prime Minister resignation, European economy, energy consumption, and more.

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, are joined by Barbara Cotton, Executive Director of the American Red Cross, to discuss the local chapter’s involvement in the community and greater areas around the world. She explains and gets into their contributions in helping the Cape Cod community and broader areas of the world that are affected by natural disasters and the Ukraine War.  Visit www.redcrossblood.org for more details. We are joined by the Heroes In Transition (HIT) Annual Fall Gala committee Nicole Spencer, Sarah Daley, and Kristen Boyd. They talk about the organization, share the implications of being a private non-profit, their equine therapy program, and share information about the 13th Annual Fall Gala. The Fall Gala will take place on November 12th, 2022 at The Coonamessett Inn in Falmouth, MA, with the theme being “We Are Family.”  Visit https://heroesintransition.org/fall-gala/ for more information. Chris and Jeff discuss the upcoming Massachusetts election ballot questions, get into the

CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and CIO Brian Regan, CFA®, dig into the release of recent CPI data for September. Brian shares good and bad news, and focuses on the medical services and shelter measurements of CPI, its effects, and how the Federal Reserve can respond. What can we do as investors? Brian talks about some correlations between NASDAQ and treasury markets. The Team gets into the big inflation picture. Brian stresses the effects of medical care and rent measurements and urges everyone to watch and listen to AMR’s Q4 Economic & Market Outlook webinar (on www.AMRfinancial.com). Chris and Jeff lighten the mood and discuss the announcement of social security benefits getting their biggest boost since 1981. They talk about what that means for the average person and further implications. Later they share some data on what millennial debt looks like.

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, are joined by Douglas MacDonald, President & CEO of Murray & MacDonald Insurance Services, Inc., to discuss insurance implications of hurricanes. They talk about the circumstances of Florida’s Hurricane Ian, which Doug shares insight on from an insurance standpoint. How does one address insurance issues? What factors should people consider when thinking about purchasing different types of insurance? Doug shares answers to these questions and sheds light on some challenges insurance can save you from. He gets into insurance deductibles and explains certain differences between varying types of insurance and more. Chris and Jeff are later joined by CIO Brian Regan, CFA®, to discuss National Financial Planning Month. They share stories and reveal the reality of the importance of good habits and intentionality in financial planning.

CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and CIO Brian Regan, CFA®, talk about Chris’s trip to Portugal and segue into European economic challenges and how they affect the US economy. In the context of a tough winter, Brian mentions the difference between natural gas, oil, and petroleum, and talks about US trade partnership and inflation. Brian speaks on volatility and mentions treasury and stock selloffs in a “liquidity event.” They put perspective behind portfolio management, mentioning long-term investors buying on sale. The Team gets into the national debt and talks about the potential ramifications of a high national debt. When is the tipping point? They discuss the issue of lenders confidence. Brian uncovers some misconceptions of US debt and expresses necessary times when countries should run a deficit.