Synopsis
Cape Cod's Financial Talk Show airing Saturdays at 3pm on WXTK 95.1 FM.
Episodes
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Saturday, March 9, 2019 Christin Marshall, Executive Director, EforALL
13/03/2019 Duration: 51minIn 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 of their business idea. They offer a 12 week one-year program. Their next "shark tank" style event is the Fresh Ideas Pitch Contest on March 21 6-8:30 pm! www.eforall.org. She also founded Camp Time Out, which is an adult summer camp! www.Camptimeout.org. It's National Consumer Week, Chris & Lisa close the show talking credit scores & identity theft & more! Lisa quizzes Chris on his knowledge of financial basics! Great show! #sharktank #EforALL #creditscores #identitytheft
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Saturday, March 9, 2019 Daniel A. Schwenk, CPA
11/03/2019 Duration: 48minChris 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. www.capecodtaxes.com. Lisa shares information on the 2019 Hero's Breakfast put on by the American Red Cross, April 5th, 7:30 am start. www.redcross.org/southeasternmaheroes. Chris closes the hour answering a mailbag question on IRA contributions. #IRA #heroesbreakfast #AmericanRedCross #taxseason
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Saturday, March 1, 2019 Michelle Woodbrey-President & CEO of 2Sisters Living Advisors
06/03/2019 Duration: 50minIn 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 also announces their new service, "Nursing Home Advisory Service." For more information, www.2sisters-sla.com. #seniorliving #SCORE #nursinghome #seniors
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Saturday, March 2, 2019 Scott Birmingham from AMR & Chris Dillon, VP at T.Rowe Price
04/03/2019 Duration: 50minIn 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, Pres. Trumps trip to N. Korea, Chris Dillion, VP at T. Rowe Price Group and a market strategist in the multi-asset division. He shares his market outlook, the S&P, recession?, the FED, international equities & more! #T.RowePrice #GDP #Trump #N.Korea #markets #China
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Saturday, February 23, 2019 Lisa and Brian of Asset Management Resources, LLC
27/02/2019 Duration: 48minIn 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 Sanders, the Jussie Smollett story, Warren Buffet, The Oscars, Netfilx trivia and more! Listen in for a fun show! www.amrfinancial.com #nationalemergency #economicindicators #BernieSanders #JussieSmollett #Oscars #Netfilx
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Saturday, February, 23, 2019 Chris Konstantinos, CFA, Chief Investment Strategist & Director of International Equity-Riverfront Investment Group
25/02/2019 Duration: 49minLisa & 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 document titled Outlook 2019, & The Weekly View newsletter that discusses the three "R's"-Rates, Resolution of Trade & Recession Risk. Brian & Chris talk international markets, major cycles for the US dollar, China, & more! Great show! www.riverfrontig.com #outlook2019 #trade #rates #USdollar #recession
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Saturday, February 16, 2019 Mark Skala, President & CEO of the Cape & Islands United Way
21/02/2019 Duration: 48minIn 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 United Way events. For more, www.capeandislandsuw.org. Chris closes the hour with a January market update. Needing a financial plan, contact us @ 508.771.8900.
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Saturday, February 16, 2019 Joe Tenaglia-Asset Allocation Strategist-Wisdom Tree & Mark Skala-Pres. & CEO Cape & Islands United Way
19/02/2019 Duration: 48minIn 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 portfolios & the different structures involved. Joe also shares his outlook for the next 1, 3 & 5 years. www.wisdomtree.com Great show! #Wisdomtree #ETF's #portfoliomanagement
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Saturday, February 9, 2019 Chris & Lisa of AMR
13/02/2019 Duration: 48minIn 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, Federal Debit limit, the government shutdown & more! They close she show with a discussion on the Rule of 20, & our favorite, trivia! Listen in. #Patriots #Markets #governmentshutdown #federaldebitlimit
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Saturday, February 9, 2018 Atty's F. Keats Boyd III & Thomas Wertman of Boyd & Boyd, PC
11/02/2019 Duration: 48minIn 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 Administration & the importance of having a professional involved, including what some of the pitfalls can be. Check out boydandboydpc.com for new webinars and follow their YouTube channel at boydandboydpc. Great show! #boydandboydpc #estateplanning #estatetax #estateadministration
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Saturday, February 2, 2019 Chris & The Staff of AMR
07/02/2019 Duration: 46minIn 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 impact of the shutdown, including the jobs report, wage growth, & quantitative tightening. They close the hour with your favorite, trivia! Lisa asks the crew Super Bowl trivia questions! Listen in for the fun! #superbowl #governmentshutdown #immigration #jobsreport #wagegrowth
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Saturday, February 2, 2019 Bruce H. Monrad-Chairman of the Trustees of Northeast Investors Trust
04/02/2019 Duration: 45minIn 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 the accumulation of the national debit. Discussion on high yield bonds, treasuries, and triple "B" ratings. Listen in! #marketshift #highyieldbonds #BBB #economy #nationaldebt
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Saturday, January 26, 2019 Andrew Cipro-RVP of Carillton Towers & Abe Sheikh, CIO of Cougar Investments, Dorothy Savarese, President & CEO of CC5
30/01/2019 Duration: 50minIn 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 to Abe Sheikh, CIO of Cougar Investments. Abe shares his thoughts on the investment process, his macro economic perspective, & his thoughts on the outlook for 2019. to close out the show, Dorothy Savarese, President & CEO of the Cape Cod 5 bank shares their new loan program for government employees effected by the "Government Shutdown." www.CapeCod5.com #FPA #DanaFarber #2019outlook #governmentshutdown #investments #CC5 #economy
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Saturday, January 26, 2019 Atty. Matthew Lee, Partner at Tocci & Lee
28/01/2019 Duration: 49minIn 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 US Department of Justice, Immigration & Naturalization Service. Hear his perspective on the current immigration situation & his thoughts on H2B visas and the Cape Cod workforce. Listen in, great interview! www.toccilee.com #immigration #H2Bvisas #TocciLee
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Saturday, January 19, 2019 Chris, Lisa and Jack from AMR
24/01/2019 Duration: 50minIn 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 more. The staff discusses budgets, the importance of your credit score, & Netflix's price increase. Chris closes the hour with his thoughts on national debit. Great show! #MLK #JackBogle #Vanguard #nationaldebit #Netflix
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Saturday, January 19, 2019 Daniel A. Schwenk-CPA, LLC
22/01/2019 Duration: 49minIn 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 tax season, including tax law changes & when to transfer into another entity. Dan deals with a variety of clients; Doctors & Dentists, Landscapers, Real Estate professionals, Non-Profits & more! Visit his website: www.capecodtaxes.com. #taxlawchanges #CPA #Accountant #2019taxseason
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Saturday, January 12, 2019 J. Christopher Boyd-Chief Investment Officer-Asset Management Resources, LLC
16/01/2019 Duration: 49minChris 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 Massachusetts. Chris also reflects on recent financial shows, and the word "guarantee". He encourages the listeners to always be your "chief quarterback" & details what the meaning of a "surrender charge." #Januaryeffect #trivia #markets #cryptocurrency #millionaires
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Saturday, January 12, 2019 J.Christopher Boyd-Chief Investment Officer-Asset Management Resources, LLC
14/01/2019 Duration: 47minIn 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, debit management & having "slush money." Chris closes the show with TRIVIA! Chris asks where does Massachusetts rank in the list of states with the highest concentration of millionaires? Listen to the second hour for answers! Great show! #cannabisstocks #savingmoney #millionaires #budgeting #Edmazur
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Saturday, January 5, 2019 J.Christopher Boyd-Chief Investment Officer-Asset Management Resources, LLC
11/01/2019 Duration: 49minChris 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 financial well-being. Chris talks "political news", the "shutdown", market volatility & the Apple earnings announcement & more! Interested in the Offer, email us at radio@amrfinancial.com. #Apple #shutdown #portfolioanalysis #markets
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Saturday, January 5, 2019 Chris Boyd-Chief Investment Officer-Asset Management Resources, LLC
07/01/2019 Duration: 49minIn 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 year" correspondence to our clients, and references articles from the Wall Street Journal & Putnam Investments. Chris ends the hour with "The Offer!" Interested in a detailed review of your portfolio, including investments, stocks, cash flow, 401k, & more, email us radio@amrfinancial.com, put in the subject line, "The Offer." This is a complimentary consultation, offered to the first 10 people! #complimentary #WSJ #Apple #stocks #cashflow #offer