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Student Loan Forgiveness; 20 Ideas to Adjusting Your Stock and Bond Portfolio

Something More With Chris Boyd

Release Date: 08/31/2022

Market Conditions and the Economy; Holiday - Toys for Tots show art Market Conditions and the Economy; Holiday - Toys for Tots

Something More With Chris Boyd

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.

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Founder & Chairman Dan Wolf of Cape Air; Entrepreneurship; Politics show art Founder & Chairman Dan Wolf of Cape Air; Entrepreneurship; Politics

Something More With Chris Boyd

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.

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The First Thanksgiving; Election Results show art The First Thanksgiving; Election Results

Something More With Chris Boyd

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...

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Economy, Inflation, Energy, CPI Report; Cryptocurrency show art Economy, Inflation, Energy, CPI Report; Cryptocurrency

Something More With Chris Boyd

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...

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Veterans Day with Cape & Islands Veterans Outreach Center show art Veterans Day with Cape & Islands Veterans Outreach Center

Something More With Chris Boyd

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....

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Upcoming Massachusetts Elections with Matt Pitta show art Upcoming Massachusetts Elections with Matt Pitta

Something More With Chris Boyd

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.

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Q3 GDP, Earnings, Economy; Lost Retirement Accounts; 7 Things NOT To Do in Retirement show art Q3 GDP, Earnings, Economy; Lost Retirement Accounts; 7 Things NOT To Do in Retirement

Something More With Chris Boyd

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...

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Long-term Care Planning show art Long-term Care Planning

Something More With Chris Boyd

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.

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Tommy's Place - Non-profit for Kids Fighting Cancer; Immigration in America show art Tommy's Place - Non-profit for Kids Fighting Cancer; Immigration in America

Something More With Chris Boyd

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.  Chris and Jeff are joined...

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Fear-Based Decisions; Market Update; Tax Bracket Adjustments; Europe show art Fear-Based Decisions; Market Update; Tax Bracket Adjustments; Europe

Something More With Chris Boyd

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...

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More Episodes

CEO, Chris Boyd, CFP®, and IAR, Jeff Perry, JD, are joined by Certified Student Loan Professional, Belle Osvath, CFP®, CSLP®, to explain the logistics of student loan forgiveness: who it affects, what it means for those who qualify, Pell Grants, and more.

Chris and Jeff give their perspectives on student loan forgiveness, the government’s role and how they see it affect the economy and society.

AMR’s CIO, Brian Regan, CFA®, joins the conversation to discuss 20 Ideas to Adjusting your Stock and Bond Portfolio, an article from The Wall Street Journal.