Something More With Chris Boyd Show Podcasts

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.

Team AMR discusses recent stock market volatilities due to the new COVID variant and how it impacts the bond market simultaneously.  Year end planning with tax-loss harvesting is mentioned, seeing the tax benefits of taking a loss in the market.  Following, investment basics with Exchange Traded Funds (ETFs). Our team of experts explains what an ETF is, how it differs from mutual funds, and their tax implications associated. 

The team gets together for another investment basics segment, digging into the investment vehicle of mutual funds. Chris and the gang discuss different kinds of mutual funds, and the growth and evolution of products. Furthermore, the team discusses the legitimacies of Washington's Infrastructure Bill and the Build Back Better plan. The talk moves towards Environmental Social Governance (ESG) investing and what to think about for ESG initiatives.  

AMR team members Cathi Ingersoll, Director of Marketing, and Mike Perna, CFP®, Investment Advisor Representative, share their career stories and how they joined our firm. Annalee Kruger, Founder & President of Care Right, Inc., joins us to talk about why planning for the aging process is so critical. This featured segment serves as a prelude to our December 1st Webinar.  

This week, AMR's Jeff Perry, JD, and Chief Investment Officer, Brian Regan, CFA®, showcase stock earnings on many levels. They cover individual stocks and how competitive advantages are seen and rewarded during earnings season. On the other hand, stocks that did not hold their weight in earnings feel the market's wrath. 

Jeff Perry, JD, and Scott Birmingham, CFP®, CCO, have a conversation on publicly traded company Zillow. Being recognized as a successful brand, Zillow's attempt to expand their business through iBuying was a surprised flop. Listen to what our experts say about Zillow and current housing markets.

In this short segment, we are joined by Michael Albaugh, Executive Director of the Cape Symphony, where we discuss how the organization is more than just a symphony orchestra, how COVID impacted its concerts, and how restructuring their organization was for the better. 

Attorney Keats Boyd, J.D., joins us from Boyd & Boyd, P.C. to discuss estate planning as an estate settlement firm. Keats dives into topics from the best way to search for an estate planning firm to estate planning strategies.  More on how to save money in estate planning situations, wills vs trust funds, and generational giving are discussed in further detail. 

AMR discusses ways to give to charity, mentioning Donor Advised Funds and how to look into organizations you wish to donate to.  Investment Basics - Bonds 101. AMR talks about what a bond is, what it means to invest in bonds, and the kinds of risks that are associated. Annuity investments are discussed, focusing on deferred annuities, surrender costs and embedded costs. 

This week, the AMR team discusses America's consumer price index and updated inflation rates, mentioning the lack of durable goods and Q3's Gross Domestic Product. Following, the team talks about America's new Infrastructure Bill and the impact inflation and the Bill have on investment decision making. 

This week, Chris and the team talk about investing basics, covering what a stock is, common vs preferred stock, and Initial Public Offerings (IPO's).  AMR team members, Brian Regan, CFA®, and Jeff Tomaneng, CFP®, talk about how they started in the industry, discuss their certifications, and how they got to where they are today. 

AMR has a conversation answering mailbag questions regarding different risk appetites between spouses and the difference between technical and fundamental analysis of stock. Listen to what our experts have to say. 

In this short segment, we are joined by Bill Blaisdell, Treasurer, and Joe Taylor, Executive Director, of the Cape & Islands Veterans Outreach Center. We discuss current and upcoming housing project opportunities, Veterans Town Hall meetings, and an upcoming movie.