Markets, Economy, Looking Ahead; Semiconductor Supply Chain; Inflation Reduction Act
Something More With Chris Boyd
CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, connect this first hour on current market landscapes and what certain economic and federal outcomes can mean for investors. The Team brings up the topic of supply chain disruptions in the semiconductor chip space, and mentions the effects on the chip industry from geopolitical tensions in Taiwan. The Team gets into legislative discussion on the inflation reduction act. They cover the effects this act has on investors.
info_outline
Morningstar's Christine Benz & Jeffrey Ptak
Something More With Chris Boyd
This hour, we are joined by Christine Benz, Morningstar's Director of Personal Finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances, and Jeffrey Ptak, CFA®, Morningstar's Chief Ratings Officer; both are hosts of The Long View podcast. They share insights about what's happening in the world of personal finance, the valuation of markets, how to evaluate ESG and more. Podcast: LinkedIn: Christine Benz - Jeffrey Ptak - Twitter: Christine Benz - @christine_benz Jeffrey Ptak - @syouth1 *Episode recorded on Thursday, August 4th, 2022*
info_outline
Economic Market Retrospect & Outlook; Investor Psychology
Something More With Chris Boyd
CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, have an economic discussion in this hour. Brian gives a July market retrospect, discussing market drivers like earning reports, slowing inflation, a long-term interest rate outlook, and more. Brian shares thought provoking emotional biases and cognitive errors investors can have toward their investments.
info_outline
Fear-Based Decision-Making; Purchases Retirees Almost Always Regret
Something More With Chris Boyd
Team AMR opens the hour discussing fear-based decision-making in the midst of tough market environments, and how to best alleviate financial stresses. They cover common mistakes investors make and go over a GOBankingRates article, "8 Purchases Retirees Almost Always Regret." Budgeting and stress-testing your financial plan to minimize mistakes and regrets during retirement grows in discussion.
info_outline
Markets and Financial News; Real Estate and Home Mortgages
Something More With Chris Boyd
CEO, Chris Boyd, CFP®, and IAR, Jeff Perry, JD, jump into economic discussion, talking about Q2 GDP, a recession, the Federal Reserve, financial news, and more. Chris and Jeff are joined by Loan Officer Savannah Fabbio from Shamrock Home Loans, Inc. to discuss the economic and interest rate environment and how they effect home mortgages and the real estate market.
info_outline
What Millionaires Do in Bear Markets; AMR's Financial Plan; Stress Testing your Financial Plan
Something More With Chris Boyd
CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and Lead Financial Planner, Scott Birmingham, CFP®, talk about the down market and discuss what millionaires typically do when in Bear Market territory. The Team covers AMR's financial planning process, explaining the attention AMR puts in when forming and stress testing a financial plan. Chris brings up the importance of understanding the client's circumstances. Scott describes what a Monte Carlo simulation is and why it is helpful.
info_outline
Putting Context to Inflation; Bond Yields
Something More With Chris Boyd
CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA, discuss and give context to the causes and reasons for inflation and its effects on the economic environment. Brian covers the difference between Headline and Core inflation and why it matters. Brian gets into the bond yields, mentioning the implications and logistics of investing in high yield bonds. He shares his outlook on the stock and bond markets, the federal reserve, interest rates, mortgage rates and more.
info_outline
Investor Psychology; Tips on Coping with Inflation; What to do When Leaving your Job
Something More With Chris Boyd
IAR, Jeff Perry, JD, and Wealth Advisor, Jeff Tomaneng, CFP®, discuss investor psychology, covering client sentiment, consumer confidence, recency bias and behavioral finance. They get into tips on coping with inflation, mentioning to be more mindful on your wants, finding substitutes for activities, finding a side job and more. They also discuss options to consider for your retirement accounts when you change jobs, advising taking control of your money in your plans.
info_outline
Inflation & PCE, US Dollar, "Finding Your Financial Advisor"
Something More With Chris Boyd
Jeff Perry & Brian Regan discuss inflation (Core vs. Headline) and the PCE price index, which the Federal Reserve prefers for economic analysis. They talk about the USD strength relative to interest rates around the world and the international trade balance. Brian’s latest article “Finding Your Financial Advisor” was recently published on The Street. In this article he emphasizes that a good financial advisor will help you determine your risk preference and invest within in.
info_outline
Preparing for Retirement; Bucket Strategies; Life Insurance
Something More With Chris Boyd
IAR and Host, Jeff Perry, JD, and Co-host and CEO, Chris Boyd, CFP®, are joined by AMR's Lead Financial Planner, Scott Birmingham, CFP®, to discuss ways you can prepare for retirement. Scott explains the complexity behind the amount of money you should save for retirement and what variables you should consider. Wealth Advisor, Jeff Tomaneng, CFP®, joins the conversation about bucket strategies - creating diverse money buckets for your various financial needs and foreseen expenses. Chris and Jeff get into life insurance, covering how to decide whether a person needs it or not, how much...
info_outlineHost and CEO, Chris Boyd, CFP®, is joined by co-host, Annie Hart Cool, Real Estate Professional at Sotheby’s International Realty, and guests Kurt Raber, Owner/Partner of Catalyst Architecture / Interiors Inc., and Paul Tardif, Esq. P.C., Attorney at Tardif Law. They discuss Cape Cod housing matters, such as zoning, "the lost middle", home financing, and changing dynamics.
Annie Hart Cool - https://anniehartcoolteam.com/
Kurt Raber - https://catalystarchitects.com/
Paul Tardif, Esq. P.C. - https://www.tardiflaw.com/