Geopolitics & Markets; Investment Ratios; Preparing for Retirement
Something More With Chris Boyd
Release Date: 03/01/2023
Market performance & bias; lessons learned - allocation
Something More With Chris Boyd
The AMR team talks about the #market – how is it doing, biases people may have– political or fear, and bank credit tightening. They also review a couple of lessons learned – portfolio allocation and quick money. #financialplanning #investments #stocks
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David Walker, Former Comptroller General of the United States
Something More With Chris Boyd
Guest David Walker, US Comptroller General of the United States from 1998-2008 and advocate for federal fiscal responsibility, talks with Chris and Jeff Perry about the dangers if the deficit is left untreated. Recorded on May 18, 2023.
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Debt Ceiling; Financial Literacy; Social Security Reform
Something More With Chris Boyd
Chris and Jeff discuss the debt ceiling and the politics around it. They also cover Social Security Reform and the Windfall Elimination Provision (WEP). With graduation season underway, they discuss the job situation and the importance of financial literacy for new grads.
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HerMoney's Jean Chatzky; Personal Finance
Something More With Chris Boyd
CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, are joined by Jean Chatzky. Jean is an award-winning journalist, podcast host, radio show co-host, and CEO and founder of the HerMoney Podcast. She joins us to discuss the unique financial challenges women face in the workplace and in life. Chris and Jeff get into personal finance, discuss financial planning matters, and bring up the importance of budgeting while introducing AMR's Something More Mentoring complimentary personal finance program.
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Mother's Day; Lessons Learned from Mom
Something More With Chris Boyd
Host and CEO Chris Boyd, CFP®, and Jeff Perry, JD, are joined by Chris's mother, Ina Boyd, to share stories and express appreciation for all mothers out there. AMR team members express their gratitude and share lessons from their moms.
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Leveraging Debt; Realistic Rate of Return; Institutional Investing
Something More With Chris Boyd
CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and CIO Brian Regan, CFA®, get into financial planning considerations while discussing AMR's upcoming complimentary Social Security and Medicare seminar on June 6th, which will provide insight for plans and strategies that can increase your understanding of social security and Medicare. As different people view debt differently, the team brings up types of debt, good debt vs bad debt, when to borrow vs when to use cash, and how to leverage debt to build wealth. Brian shares insight on what a Realistic Rate of Return is, different methods of measuring...
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Cape Cod Special: Nicole Spencer of Heroes in Transition, Ruck4HIT Race
Something More With Chris Boyd
We are joined by Nicole Spencer, Executive Director of Heroes in Transition (HIT), to discuss HIT's 8th annual Ruck race. The 200+ mile race runs through all 15 towns on Cape Cod, is roughly 36 hours in duration, and raises funds for HIT’s continuing effort to never leave a fallen hero behind. Visit for more information.
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16 Year Anniversary!; Federal Reserve; US Debt Ceiling
Something More With Chris Boyd
Something More with Chris Boyd celebrates its 16-year anniversary. Chris reflects on the start of the show and his firm. Chris and Jeff discuss the Federal Reserve’s recent decision of another Fed funds rate hike, their goals of slowing the economy and how it has affected markets. They talk about moments of difficulty and challenge with recent bank failures and ask about the value of these banks. Chris and Jeff get into a political discussion around US debt ceiling concerns, considerations, hopes, and more.
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Economic/Market Update; Corporate Earnings; Investment Endorsements by Celebrities
Something More With Chris Boyd
Host and IAR Jeff Perry, JD, and CIO Brian Regan, CFA®, take the hour to discuss financial matters. They start by giving an economic and market update by commenting on GDP numbers, how the stock market is priced, the role earnings and interest rates has on stocks, employment rates, the Federal Reserve’s actions, and consumer sentiment. Brian then reviews corporate earnings and shares his impressions on specific “mega cap” stocks. He discusses the differences between these “mega cap” companies and what he finds important when valuing a stock. Jeff and Brian go down the path of AI...
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Cost to Retire Comfortably; Importance of Local Elections; AMR Update
Something More With Chris Boyd
Host and IAR Jeff Perry, JD, is joined by AMR’s Lead Financial Planner and Chief Compliance Officer, Scott Birmingham, CFP®. They discuss what it costs to retire comfortably by considering how standard of living and cost of living impact a financial plan. We are joined by Sandwich Town Clerk Taylor White to discuss the importance of local elections, how each vote is more potent than in national elections, and the impact of mail-in voting on voter turnouts. Marketing Director Cathi Ingersoll joins to give AMR updates. They promote AMR’s upcoming Social Security and Medicare Seminar that...
info_outlineHost Jeff Perry, JD, is joined by Chief Investment Officer Brian Regan, CFA®, to talk about geopolitical tensions with China and the Ukraine/Russia war and how it plays into effect on markets. Brian shares his macro perspective and explains how a prolonged war can change his investment thesis for 2023. Jeff and Brian discuss how to get comfortable with being a long-term investor.
Brian defines and educates us on common investment ratios, shares his opinions on what worth they have to the individual investor, and gives a few reasons why relying solely on P/E ratio can be misleading.
AMR’s Lead Financial Planner Scott Birmingham, CFP®, joins to discuss the importance of a couples money day, things to consider when preparing for retirement, inflation effects on spending, forming a proper estate plan, and more.