Is Inflation Easing?
Something More with Chris Boyd
Is Inflation Easing? – Brian Regan joins the episode with Chris Boyd and Jeff Perry to review the inflation data from the past week, including the Consumer Price Index and the Producer Price Index, both of which show signs of a recent lower rate of inflation. Brian offers detailed commentary of the specifics beyond the headlines and which data points investors should primarily focus on. Brian and Chris dig into Federal Reserve Chairman Powell’s press conference and what it means for the markets. Jeff asks Brian and Chris if the Fed should be concerned about rising unemployment data and if...
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Scams and Schemes with Bob Powell
Something More with Chris Boyd
In this episode, Chris Boyd CFP®, CASL, CEPS catches up with Bob Powell to discuss the pressing issue of financial exploitation, focusing on scams and schemes. Bob Powell highlights the prevalence of financial scams, particularly those targeting elderly individuals, with statistics showing significant financial losses and many cases going unreported. Common Scams- The discussion covers various scams such as AI-generated deep fakes, phishing emails, romance scams, and "pig butchering" investment scams, illustrating the sophistication and creativity of modern scammers. Risk...
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“R” or “D” who is better for your portfolio?
Something More with Chris Boyd
“R” or “D” who is better for your portfolio? – Do investors do better under a Republican or a Democrat President and Congress? How about when the federal government power is divided between the political parties? Chris Boyd reviews “Y- Chart” data with Jeff Perry for this engaging review of what really matters to investor performance. Chris and Jeff begin the show with a remembrance that today, June 6 th is the 80 th anniversary of D-Day. Chris and Jeff offer personal commentary on the meaning of today and reflect on current events. For more information or to reach Chris Boyd or...
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Feelings vs. Facts
Something More with Chris Boyd
Feelings vs. Facts – As a follow up to a recent discussion about how the majority of Americans feel as if the economy is in a recession and the financial markets are struggling, Brian Regan joins Chris Boyd and Jeff Perry to talk about how the emotions/feelings of many clients do not match the data. Chris proposes a theory that much of this disconnect is related to how inflation has put pressure on household budgets. Jeff weights in that the presidential election, increasing national debt, and wars in the Middle East and Ukraine add to investor concerns. Brian brings in a variety of data...
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The work-from-home stocks
Something More with Chris Boyd
The work-from-home stocks – Brian Regan joins Chris Boyd and Jeff Perry for a conversation about the work-from-home pandemic era stocks, including Zoom, Twilio, and Peloton. The trio discusses how each company exemplifies the highs and lows of pandemic-fueled growth and the challenges of sustaining momentum in a post- pandemic world. Brian offers his commentary whether any of these companies are investable now “that they’ve fallen back to earth?” Not just for the specific stocks discussed, but as the dust of the pandemic settles, the dialogue continues how these types of companies are...
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Memorial Day Weekend and In the News
Something More with Chris Boyd
Memorial Day Weekend and In the News – With Memorial Day approaching, Chris Boyd and Jeff Perry reflect on the true meaning of Memorial Day. They highlight the Cape Cod Cares for the Troops event happening on Sunday, May 26 th (see link below) as they outline the excellent work done by Michelle and Dylan DeSilva. Chris and Jeff next discuss that despite recent economic data, most Americans feel like they are living in a recession (see related story below). Continuing with items in the news, Chris mentions data from the last week that shows the United States level of national debt is now...
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Duffy Health Center Update
Something More with Chris Boyd
Duffy Health Center Update – Heidi Nelson, CEO of Duffy Health Center joins Chris Boyd and Jeff Perry with an update on Duffy’s efforts to prevent and serve the homeless individuals and families on Cape Cod. Heidi shares a personal announcement of her upcoming 2025 retirement and offers her thoughts on recent data concerning the scope of homelessness across the Cape. Heidi answers questions about the challenges and opportunities of providing medical, mental health, and addiction treatment to the homeless population. Heidi invites people to learn more about Duffy and ways to support their...
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Best Night - Cape Cod
Something More with Chris Boyd
Best Night - Cape Cod – Chris Boyd and Jeff Perry welcome Bert Talerman, President of Cape Cod 5 Bank. The episode starts off with congratulations to Bert for being recognized with the Visionary Award from the Cape and Islands United Way. Chris outlines the various efforts the United Way provides funding and services. Bert next answers Chris’s questions about the current banking environment and economic conditions on Cape Cod. Jeff expresses appreciation to Bert and Cape Cod 5 for their efforts to enhance financial literacy. Jeff shares a story of a program offered at the Barnstable County...
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What is it worth? The Value of an advisor
Something More with Chris Boyd
What is it worth? – How does one put a value on collaborating with a good financial advisor? Chris Boyd and Jeff Perry explore this question and more. Chris and Jeff begin the conversation by outlining the various roles of a financial advisor. Chris explains the importance of working with a Fiduciary. Jeff suggests a 3-question test before selecting the right financial advisor. A wide range of topics are discussed including making the decision when to retire, claiming social security, asset allocation, risk tolerance, estate planning, tax planning, Roth conversions, retirement cash-flow...
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Cape Cod Housing Challenges
Something More with Chris Boyd
Cape Cod Housing Challenges – Alisa Magnotta from the Housing Assistance Corp (HAC) of Cape Cod joins Chris Boyd and Jeff Perry to discuss the numerous housing related challenges in the region. Alisa reviews the wide range of services and programs of HAC in attempts to bridge issues between homelessness and homeownership. The discussion highlights the growing issues of homelessness, including an increasing number of senior citizens, and the ever-present need for additional workforce housing. Chris asks Alisa how people can assist HAC with their efforts. For more information or to reach Chris...
info_outline5 Conversations with your Financial Advisor - Based on the recently published article
in Financial Planning (linked below), there are five extraordinary circumstances that go
beyond the basic retirement planning that advisors should address with clients. The topics
of discussion include non-traditional relationships and what happens when things go
wrong, special issues with minor children, estate planning in second marriages, health
challenges, and income tax surprises. Chris and Jeff also dig into some frequent areas
where people with good intentions neglect to consider when putting together their
financial plans.
https://www.financial-planning.com/list/5-financial-planning-conversations-for-
clients-in-2024
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr