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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

Mailbag Questions-Timeshare Beware show art Mailbag Questions-Timeshare Beware

Something More with Chris Boyd

More Mail Bag Questions – Chris Boyd and Jeff Perry dig into more questions from podcast and radio listeners. In this episode Chris discusses how too many investors are chasing yield, which may actually be adding more risk than is perceived. Chris and Jeff share their thoughts regarding total return versus income. The segment concludes with a dialogue of the dangers and costs of buying and owning a timeshare.   #InvestmentYield #TotalReturnVsIncome #FinancialInsights #InvestmentTips #RiskManagement #TimeshareRisks       Chasing Investment Yield Total Return vs. Income...

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Something More with Chris Boyd

Survey of the five worst things that harm your retirement plan – Chris Boyd and Jeff Perry discuss a recent nationwide survey which asked workers and retirees about mistakes and major life events, and how it impacted their retirement. Chris and Jeff review the top five results and offer specific commentary on how to avoid making these mistakes and other ways to enhance your retirement financial plan. A copy of this article can be found at the link below: https://www.fool.com/retirement/2024/02/01/americans-label-these-5-things-as-their- worst-reti/   #RetirementPlanningMistakes...

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Chris Boyd and Jeff Perry dig into questions from podcast and radio listeners. In this episode Jeff asks Chris about the merits of UITs/Defined Portfolios, Closed-End Funds, & other illiquid types of investments. Jeff also questions Chris about investment portfolios with an overly simplistic design, broad balanced funds, and portfolios with a concentration in a single fund family.   #InvestmentTrusts #DefinedPortfolios #ClosedEndFunds #IlliquidInvestments #InvestmentStrategies #BalancedFunds   Unit Investment Trusts (UITs) Defined Portfolio Investments Closed-End Fund Strategies...

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Family Meetings – Chris Boyd and Jeff Perry welcome Robert Mauterstock of Plan4Life to discuss when and why family members should be included financial planning meetings. The trio discusses real-life situations where including family members in meetings with financial advisors makes the most sense. Bob offers advice on what types of information should be shared with your children and in what context. The importance of estate planning is also highlighted.   #FamilyFinancialPlanning #EstatePlanning #FinancialAdvisors #FamilyFinance #Plan4Life #FinancialTips #FinancialInsights...

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Something More with Chris Boyd

Understanding Bonds 101 – Chris Boyd goes back to the basics of investing in Bonds.  Chris starts out by explaining how stocks and bonds are different and why each has their proper place in one’s investment portfolio.  Chris discusses the different types of bonds, bond investment vehicles, and their associated levels of risk.  He points out that while bonds pay a fixed interest rate that becomes more attractive if interest rates fall, it also drives up demand and the price of the bond.  Conversely, if interest rates rise, the price of a bond will go down. ...

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Something More with Chris Boyd

Valentine’s Day and healthy marital finances – With Valentine’s Day quickly approaching, Chris Boyd and Jeff Perry dig into why and how good financial communication between spouses/partners is essential to a happy long-lasting relationship.  Jeff shares how he and his wife Lisa have a monthly financial review meeting.  The conversation turns to a study discussed at the link noted below from the Bowling Green State University’s National Center for Family & Marriage noting that 31% of those 65 and over are remarried. The article goes on to discuss important things to...

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Something More with Chris Boyd

In the news this week – Chris Boyd and Jeff Perry start off the segment with a review of the record high level of stock market prices.  Chris and Jeff next talk about the upcoming Superbowl pitting the Kanas City Chiefs against the San Franciso 49ers.  The conversation transitions to the finances of the Superbowl, including the over $1B of economic stimulus to Las Vegas (site of the Superbowl) and the $26B projected to be wagered on the game.  The segment ends with commentary on reports from the Congressional Budget Office (CBO) estimating that this year’s federal budget...

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“Live Long, Die Short” – Chris Boyd and Jeff Perry welcome Dr. Roger Landry to the show. After a twenty-three year career in the Air Force, he became the President and Chief Content Officer of Masterpiece, which is an organization with the goal to research and change the perception on “health, change, and aging”. In addition, Dr. Landry is the author of “Live Long, Die Short: A Guide to Authentic Health and Successful Aging”. Dr. Landry focuses his comments on helping older adults achieve and maximize their true potential for healthy longevity, one that is based on...

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And the survey says… – Chris Boyd, Jeff Perry and Brian Regan dig into the details of the State Street Global Advisors survey of more than 1,500 investors to better understand their goals and concerns. The survey also provides data on their 12-month outlook on the economy and their own personal finances. The trio discuss the survey results which show that inflation remains the number one concern of investors (66%) followed by rising healthcare costs (48%), recession fears (46%), saving enough for a secure retirement (44%) and market volatility (35%). Chris, Jeff and Brian offer...

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Should you consider downsizing in retirement? – All in the context of a comprehensive financial plan, the question of downsizing your home in retirement is dynamic and personal. Chris Boyd and Jeff Perry discuss the pros and cons of whether to downsize your residence in retirement. Over the course of the episode, Chris and Jeff cover the financial considerations of cash-flow, operating costs, capital needs, income taxes, and estate planning. Recognizing this decision is not strictly a financial decision, the duo discusses lifestyle considerations, such as climate, travel, closeness to...

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More Episodes

CEO 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.

Something More with Chris Boyd:

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#RealEstate #NAR #AgentCommissions #ConsumerAwareness #FiduciaryResponsibility #FinancialAdvisors