Unpacking the $1.8 Billion Verdict Against NAR: What It Means for Home Buyers and Sellers
Something More with Chris Boyd
Release Date: 11/17/2023
College Planning – Part 1
Something More with Chris Boyd
College Planning – Part 1 – Chris Boyd and Jeff Perry introduce the first of two episodes from their recent College Planning webinar. In this segment, Chris and Jeff discuss the current and future cost of college and whether college is still worth the cost. Chris and Jeff then turn to the different ways to save and invest for future college expenses. The conversation focuses on the use of 529 plans. Jeff highlights why grandparents may be the best choice to set up a 529 plan. Chris and Jeff discuss what happens to 529 plan funds if they are not needed for college expenses. To watch the...
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The Survey Says; Retirement Lifestyle Study
Something More with Chris Boyd
The Survey Says – Aya Yoshioka CFA of Wealth Enhancement joins Chris Boyd and Jeff Perry to discuss the findings of Wealth Enhancement’s recent Retirement Lifestyle Study (linked below). The conversation begins with the survey’s top political concerns of the respondents as being inflation and taxes. Aya answers questions of the significance of elections and the stock market. Jeff outlines the lifestyle and happiness survey data among different generations. Chris asks Aya for her thoughts on the various geo-political events and how they could impact investors. ...
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Does China care about our elections?
Something More with Chris Boyd
Does China care about our elections? – China expert and Attorney Andrew Singer joins Chris Boyd and Jeff Perry for a timely discussion of whether China really cares who wins elections in the United States or is China most interested in division and disruption? In addition to the U.S. Election, Andrew responds to questions about Chinese life & culture, tariffs, and alliances with North Korea and Russia. Andrews also offers commentary concerning China’s conflicts in the region, including the Philippines, Vietnam and India. For a related recent article by Andrew Singer, click the link...
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Critical Financial Steps to Take Before You Retire
Something More with Chris Boyd
Critical Financial Steps to Take Before You Retire – Chris Boyd and Jeff Perry discuss a list of items that should be considered before you retire. On the top of the list is figuring out what role working part-time will play after you retire from your fulltime work. The conversation turns to Social Security planning and how it fits into the overall retirement income puzzle. Jeff warns listeners of the impact of failing to plan for future inflation. Chris shares his thoughts why it is so critical to identify your own retirement income style before you retire and suggests that people should...
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Why Investors Missed Out on 15%
Something More with Chris Boyd
Why Investors Missed Out on 15% – Chris Boyd and Jeff Perry open this episode with an update on the opening of a new office location in Hyannis for the AMR Team. They also discuss the recent Federal Budget deal and what it may mean after the November election. Chris and Jeff next review a recent Morningstar article titled “How can investors capture a greater share of their funds total returns in the future” (see link to the article below). The dialogue shifts to an in-depth look at how behavioral and psychological factors can harm investment performance. The conversation also includes an...
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10 Ways Retirees Can Be Better Prepared When Inflation Skyrockets
Something More with Chris Boyd
10 Ways Retirees Can Be Better Prepared When Inflation Skyrockets – Jeff Perry asks Chris Boyd about a recent news article that Chris was quote in. The GoBankingRates article discusses how retirees can be prepared for inflation with forward thinking and some simple financial strategies (see article at the link below). Topics covered include Designing Your Retirement Portfolio Intentionally & Asset Allocation, Delaying Social Security If You Can, Considering Part-Time Work, Not Chasing Income, Revisiting Your Medicare Plan, Considering Downsizing or Relocating, Cutting Overlooked...
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The Fed, Interest Rates, and the Market
Something More with Chris Boyd
The Fed, Interest Rates, and the Market – Senior Portfolio Manager Brian Regan joins Chris Boyd and Jeff Perry for a lively discussion about the recent interest rate cut by the Federal Reserve. Chris asks Brian about the normalization of the yield curve and what it may be telling investors. Brian also responds to Jeff’s questions regarding fixed income investing and whether the utility sector remains attractive after recent gains. Chris closes out the podcast with a reminder of the upcoming College Planning webinar scheduled for September 24 th (see link below) For more information or to...
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Planning Retirement Income
Something More with Chris Boyd
Planning Retirement Income – Chris Boyd begins this episode with a reminder of the upcoming webinar on college planning (see link below). Jeff Perry joins Chris to delve into the complicated subject of planning income for your retirement. The discussion starts with a review of how pensions and social security can serve as the base of retirement income. The conversation turns to the different methods of sequencing withdrawals from taxable and non-taxable accounts and the consideration of income taxes. Other topics covered are Roth IRAs, owning the stock in a company you have worked for, using...
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What’s moving the markets now?
Something More with Chris Boyd
What’s moving the markets now? The stock market has felt a bit like a rollercoaster lately. Join Chris Boyd and Jeff Perry as they discuss the issues impacting the markets. Topics include the seasonality of the stock market, the November election, potential of a government shut down, economic reports of the CPI, PPI, and unemployment, and the upcoming decision by the Federal Reserve on interest rates. Also, Chris and Jeff opine on the recent Presidential debate and share their thoughts about the questions they wish had been asked by the moderators. Chris reminds listeners of the upcoming...
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Mail Bag; SIPC Coverage, SS Survivor Benefits, Retirement Second Opinions, Super-Funding a 529 Plan
Something More with Chris Boyd
Mail Bag (release on 9/12/24) – In this episode, Chris Boyd and Jeff Perry dig into the Team AMR Mail Bag and discuss questions and issues from clients and listeners. In a fast-paced and sometimes humorous conversation, Chris and Jeff handle questions related to SIPC coverage, Social Security Survivor benefits, how Social Security fits into a comprehensive financial plan, seeking a second opinion on retirement planning, and super-funding a 529 plan. In addition, Jeff and Chris discuss their upcoming College Planning Webinar (see link below). For more information or to reach Chris Boyd or...
info_outlineCEO of Asset Management Resources Chris Boyd is joined by Jeff Perry and Scott
Birmingham to discuss a recent court ruling against the National Association of Realtors
(NAR), which may have wide-ranging consequences for both home buyers and sellers. A
jury recently ruled against the NAR by awarding a judgment of $1.8 billion. This class-
action lawsuit of Sitzer v. the National Association of Realtors alleged that the NAR
artificially and unfairly inflated agent commissions. In this context, Chris, Scott, and Jeff
explore related questions that have been brought forward as to who real estate agents
actually represent. Further questions of proper disclosures and consumer awareness are
part of the dialogue. Chris, Scott, and Jeff also discuss how these issues relate to
financial advisors. Chris emphasizes the importance of working with a Fiduciary (putting
the client’s best interests first) and making sure you know how people who work for you
are compensated.
If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901.
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#RealEstate #NAR #AgentCommissions #ConsumerAwareness #FiduciaryResponsibility #FinancialAdvisors