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...
info_outline
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...
info_outline
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...
info_outline
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...
info_outline
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...
info_outline
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...
info_outline
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_outline
8 Ways to become poor in your Retirement
Something More with Chris Boyd
8 Ways to become poor in your Retirement – Chris Boyd and Jeff Perry review an article which outlines common financial mistakes baby boomers are making in their retirement years (see link below). Having too much consumer debt, starting social security too soon, having too much house, not having a realistic budget, and selling your investments at the wrong time are some of the issues covered. https://www.gobankingrates.com/retirement/planning/ways-baby-boomers-become-poor- in-retirement/ For more information or to reach Chris Boyd or Jeff Perry, click the below link:
info_outline
Should you worry about a declining birth rate?
Something More with Chris Boyd
Should you worry about a declining birth rate? –The world is at a startling demographic milestone. Sometime soon, the global fertility rate will drop below the point needed to keep population constant. It may have already happened. Chris Boyd and Jeff Perry review a recent Wall Street Journal article discussing what declining birth rates mean to the economy, investing and the quality of life (see link below). For more information or to reach Chris Boyd or Jeff Perry, click the below link:
info_outline
What is the economic data telling us?
Something More with Chris Boyd
What is the economic data telling us? – Chris Boyd and Jeff Perry explore the financial data reports from the past week, including the Producer Price Index, Consumer Price Index, Retail Sales, and Consumer Debt. Chris reviews comments from Federal Reserve Chairman Jerome Powell regarding the Federal Reserve’s efforts to tame inflation. Jeff discusses the impacts that higher interest rates are having on consumer spending and willingness to take on debt. For more information or to reach Chris Boyd or Jeff Perry, click the below link:
info_outlineEarnings and what really matters – Chris Boyd welcomes Brian Regan to the show.
With approximately 80% of corporate earnings reported for this quarter, Brian outlines
common trends he is seeing from these earnings. Jeff Perry questions Brian about areas
of concern that CEO’s and investors may be focused on. Brian explains how he
approaches evaluating a company to invest in and the trio discuss how stock buybacks
and dividends can be positive or negative for a stock. Chris asks Brian how he makes the
decision when it is time to sell a specific investment. Brian reflects on an article he
recently authored on the subject. A link is noted below.
https://www.thestreet.com/retirement-daily/your-money/thinking-slow-about-stocks-how-
kahnemans-insights-improved-my-investment-results
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr