Financial Planning Meets Estate Planning; Economy; Millionaire Tax
Something More With Chris Boyd
Host and AMR CEO Chris Boyd, CFP®, is joined by his brother F Keats Boyd III, President of estate planning law firm Boyd & Boyd, P.C. Chris and Keats discuss synergies of financial planning and estate planning in the context of tax strategies. They go over estate planning considerations, the Massachusetts millionaire tax, and what this might mean for those with wealth and for those who aspire to build wealth in this nation. They also discuss the domestic and global implications of the most recent Fed rate hike, the current economic environment and how it might apply to your portfolio...
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Economic Outlook; Long Term Care Planning; Debt Management
Something More With Chris Boyd
Chris and Jeff are joined by AMR’s Chief Investment Officer Brian Regan, CFA®, to discuss where the Fed will go next with anticipated fed funds rate hikes. Brian gives an outlook on market expectations while considering the effects of fed funds rate by the end of 2023. They get into discussion on supply chain and gold investments. Chris and Jeff discuss whether and when it makes sense to self-fund your long-term care planning and being intentional about your decisions. These decisions have many complexities that can be better assessed through prudent financial planning. Chris then...
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GDP & Economic Reports; Bernie Madoff Ponzi Scheme & Ethical Business Practice
Something More With Chris Boyd
CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, talk about the recent GDP report, employment numbers, consumer spending, and housing data to then give an outlook on what it means for the economy and recession anticipations. They consider the Fed trying to slow the economy and ask, in an event of a recession, how stocks will be affected by these considerations. Marketing Director Cathi Ingersoll and Lead Financial Planner Scott Birmingham, CFP®, join the show to talk about the Bernie Madoff Ponzi scheme: what a Ponzi scheme is and how he pulled off the largest one in history. This leads to a...
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US Debt Ceiling; Preparing for a Long Retirement
Something More With Chris Boyd
Chris, Jeff, and Brian get into an animated political and economic discussion about the US debt ceiling. They explain what the debt ceiling is and the economic impact if the US defaulted on their debt. Chris and Jeff talk about how to prepare for a long retirement through prudent financial planning. They discuss financial planning considerations for a long life and share thoughts on how to make a plan to ensure people have enough to live out their days. Later talking about risk preference and five biggest risks people face in retirement.
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2022 Analysis; 2023 Outlook; Investing/Financial Planning
Something More With Chris Boyd
CIO Brian Regan, CFA®, gives a recap on AMR's Quarterly Economic & Market Update webinar - reviewing 2022 market performances and 2023 portfolio design. Brian talks about the four stages of the pandemic and how a normalization phase can come to fruition in 2023. Given tough market environments in 2022, the AMR Team looks ahead and discusses opportunity in stocks, bonds and cyclical investments. Brian gives his thoughts on a possible recession and how it will affect investments. Did we already hit the bottom of the market? The Team shares financial planning perspectives during a looming...
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Stock/Bond Investing; Diversification
Something More With Chris Boyd
Chris and Jeff get into market effects due to inflation and rising interest rates, specifically looking at bonds and the valuation of stocks. How much do the rise in interest rates change our perspective on traditional portfolio designs? They discuss things to consider when bond investing, dividend reinvesting, and income investing in the context of building a diversified portfolio.
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CPI/Inflation; Big Lottery; 60/40 Asset Allocation
Something More With Chris Boyd
CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, cover news on inflation and discuss Consumer Price Index (CPI) trends and what it means for the Federal Reserve in their decisions on raising future interest rates. They get into recession expectations and what it means for markets and jobs. Chris and Jeff discuss a big lottery jackpot and share things that are more likely to happen to you than hit the jackpot. This leads them to discuss having a financial plan and to take advantage of AMR's complimentary portfolio review. 2022 being a tough and unusual investing year, it questions...
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Worth Having a Financial Advisor?; Geopolitical Tensions on International Investments
Something More With Chris Boyd
The team gets into why it’s worth having a financial advisor, mentioning the benefits of having a professional on your side to characterize aspects of your financial plan you might not think about. How active are financial planners in tending to your portfolio goals in times of economic and geopolitical changes? Chris and Jeff talk about techniques financial planners take to help mitigate risks with the continued goal of maintaining returns, diversification and strong investment allocation. CIO Brian Regan, CFA®, joins to discuss implications of China policies, Russia/Ukraine...
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Complimentary Portfolio Review; Employment & Federal Reserve; Secure Act 2.0
Something More With Chris Boyd
CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and Marketing Director Cathi Ingersoll kick-off the first show of 2023 discussing the importance and logistics of new beginnings, setting goals, and planning for the future. Chris shares information on AMR’s complimentary portfolio review offer, which can be a great start to your new year. Whether you have a financial plan already or not, this is a great opportunity to get a non-solicited second opinion on your financial circumstances. Chris and Jeff discuss the conflict between employment data and the Fed's fight against inflation, along with how...
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Secure Act 2.0; Cape Cod Times Needy Fund; AI; Protecting Your Money in 2023
Something More With Chris Boyd
Chris and AMR’s Lead Financial Planner, Scott Birmingham, CFP®, go through the Secure Act 2.0, its nuances on Roth conversions and more, and what it means for people approaching or in retirement age. We are joined by Cape Cod Times Needy Fund Vice President, Mary Pat Messmer, and Executive Director, Susan Johnson, to talk about their work in the Cape Cod community. They tell us about the growing needs in the community and how their focus on providing payments for housing, utilities, food, medical, transportation and more have benefited Cape Cod. For more information and to make a donation,...
info_outlineCEO 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.