Saturday, January 6, 2018 Bill Pavelich-PerspectivEdge, Business Performance Advisor
Something More with Chris Boyd
Release Date: 01/08/2018
Something More with Chris Boyd
Feelings vs. Facts – As a follow up to a recent discussion about how the majority of Americans feel as if the economy is in a recession and the financial markets are struggling, Brian Regan joins Chris Boyd and Jeff Perry to talk about how the emotions/feelings of many clients do not match the data. Chris proposes a theory that much of this disconnect is related to how inflation has put pressure on household budgets. Jeff weights in that the presidential election, increasing national debt, and wars in the Middle East and Ukraine add to investor concerns. Brian brings in a variety of data...
info_outline The work-from-home stocksSomething More with Chris Boyd
The work-from-home stocks – Brian Regan joins Chris Boyd and Jeff Perry for a conversation about the work-from-home pandemic era stocks, including Zoom, Twilio, and Peloton. The trio discusses how each company exemplifies the highs and lows of pandemic-fueled growth and the challenges of sustaining momentum in a post- pandemic world. Brian offers his commentary whether any of these companies are investable now “that they’ve fallen back to earth?” Not just for the specific stocks discussed, but as the dust of the pandemic settles, the dialogue continues how these types of companies are...
info_outline Memorial Day Weekend and In the NewsSomething More with Chris Boyd
Memorial Day Weekend and In the News – With Memorial Day approaching, Chris Boyd and Jeff Perry reflect on the true meaning of Memorial Day. They highlight the Cape Cod Cares for the Troops event happening on Sunday, May 26 th (see link below) as they outline the excellent work done by Michelle and Dylan DeSilva. Chris and Jeff next discuss that despite recent economic data, most Americans feel like they are living in a recession (see related story below). Continuing with items in the news, Chris mentions data from the last week that shows the United States level of national debt is now...
info_outline Duffy Health Center UpdateSomething More with Chris Boyd
Duffy Health Center Update – Heidi Nelson, CEO of Duffy Health Center joins Chris Boyd and Jeff Perry with an update on Duffy’s efforts to prevent and serve the homeless individuals and families on Cape Cod. Heidi shares a personal announcement of her upcoming 2025 retirement and offers her thoughts on recent data concerning the scope of homelessness across the Cape. Heidi answers questions about the challenges and opportunities of providing medical, mental health, and addiction treatment to the homeless population. Heidi invites people to learn more about Duffy and ways to support their...
info_outline Best Night - Cape CodSomething More with Chris Boyd
Best Night - Cape Cod – Chris Boyd and Jeff Perry welcome Bert Talerman, President of Cape Cod 5 Bank. The episode starts off with congratulations to Bert for being recognized with the Visionary Award from the Cape and Islands United Way. Chris outlines the various efforts the United Way provides funding and services. Bert next answers Chris’s questions about the current banking environment and economic conditions on Cape Cod. Jeff expresses appreciation to Bert and Cape Cod 5 for their efforts to enhance financial literacy. Jeff shares a story of a program offered at the Barnstable County...
info_outline What is it worth? The Value of an advisorSomething More with Chris Boyd
What is it worth? – How does one put a value on collaborating with a good financial advisor? Chris Boyd and Jeff Perry explore this question and more. Chris and Jeff begin the conversation by outlining the various roles of a financial advisor. Chris explains the importance of working with a Fiduciary. Jeff suggests a 3-question test before selecting the right financial advisor. A wide range of topics are discussed including making the decision when to retire, claiming social security, asset allocation, risk tolerance, estate planning, tax planning, Roth conversions, retirement cash-flow...
info_outline Cape Cod Housing ChallengesSomething More with Chris Boyd
Cape Cod Housing Challenges – Alisa Magnotta from the Housing Assistance Corp (HAC) of Cape Cod joins Chris Boyd and Jeff Perry to discuss the numerous housing related challenges in the region. Alisa reviews the wide range of services and programs of HAC in attempts to bridge issues between homelessness and homeownership. The discussion highlights the growing issues of homelessness, including an increasing number of senior citizens, and the ever-present need for additional workforce housing. Chris asks Alisa how people can assist HAC with their efforts. For more information or to reach Chris...
info_outline 8 Ways to become poor in your RetirementSomething More with Chris Boyd
8 Ways to become poor in your Retirement – Chris Boyd and Jeff Perry review an article which outlines common financial mistakes baby boomers are making in their retirement years (see link below). Having too much consumer debt, starting social security too soon, having too much house, not having a realistic budget, and selling your investments at the wrong time are some of the issues covered. https://www.gobankingrates.com/retirement/planning/ways-baby-boomers-become-poor- in-retirement/ For more information or to reach Chris Boyd or Jeff Perry, click the below link:
info_outline Should you worry about a declining birth rate?Something More with Chris Boyd
Should you worry about a declining birth rate? –The world is at a startling demographic milestone. Sometime soon, the global fertility rate will drop below the point needed to keep population constant. It may have already happened. Chris Boyd and Jeff Perry review a recent Wall Street Journal article discussing what declining birth rates mean to the economy, investing and the quality of life (see link below). For more information or to reach Chris Boyd or Jeff Perry, click the below link:
info_outline What is the economic data telling us?Something More with Chris Boyd
What is the economic data telling us? – Chris Boyd and Jeff Perry explore the financial data reports from the past week, including the Producer Price Index, Consumer Price Index, Retail Sales, and Consumer Debt. Chris reviews comments from Federal Reserve Chairman Jerome Powell regarding the Federal Reserve’s efforts to tame inflation. Jeff discusses the impacts that higher interest rates are having on consumer spending and willingness to take on debt. For more information or to reach Chris Boyd or Jeff Perry, click the below link:
info_outlineLisa Laine from AMR joins Chris in the studio to ring in the first show of 2018. They discuss new beginnings, goals, resolutions, achievements and more! Chris continues to give away "The Offer"-10 FREE complementary consultations with AMR! In the second hour, Bill Pavelich, Coach & Speaker from PerspectivEdge calls in! Bill discusses the question, "what gets you to 100% & when does an activity become a habit?" His website www.PerspectivEdge.com shares a resource called "The 9 Environments Scan(self-assessing)" and a great complimentary work/life Balance Assessment worksheet under the solutions tab on his website. Bill offers our listeners a special 15 minute coaching session, FREE! Interested-email Bill at [email protected] and request your free session. Chris and Lisa wrap up the show with a 2017 financial re-cap & thoughts on 2018. Great show!