Brian Regan is Focused on the 2nd Half
Something More with Chris Boyd
Focus on the 2nd Half – As we enter the second half of 2025 with the stock market at record high levels, Senior Portfolio Manager Brian Regan joins Chris Boyd and Jeff Perry for a detailed review of the first half of the year and an outlook for the remainder of 2025. With a focus on valuation metrics, Brian offers general commentary on the stock market as well as specific sectors, including utilities and semiconductors. Brian also provides thoughts on the importance of “AI” relative to the growth in corporate earnings. Chris inquires with Brian whether international stocks are worthy of...
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Taxes, Timing, and Total Wealth – A Holistic Approach
Something More with Chris Boyd
Taxes, Timing, and Total Wealth – A Holistic Approach In this insightful episode of Something More with Chris Boyd, Chris and Russ Ball explore the critical role of integrated financial planning—where tax strategy, investment management, and life goals come together to create a truly comprehensive approach to wealth. What you’ll learn: Why tax planning is more than just filing—it’s about lifetime strategy The importance of tax diversification: tax-deferred, taxable, and tax-free accounts How Roth conversions, charitable giving, and gifting can be optimized Strategies for...
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2025 At The Half – A Mid-Year Market Check-In
Something More with Chris Boyd
2025 At The Half – A Mid-Year Market Check-In As we hit the halfway mark of 2025, Chris Boyd and Russ Ball of the AMR team at Wealth Enhancement take a thoughtful look at the year’s financial journey so far. From market volatility and tariff tensions to geopolitical shifts and AI-driven optimism, this episode dives into the key forces shaping the investment landscape. Get insights on: Market performance across major indices and asset classes The impact of global trade negotiations and political uncertainty Sector trends, valuation concerns, and portfolio positioning Why now might be...
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The Purpose Code
Something More with Chris Boyd
The Purpose Code – Worried about your purpose? Most people are. But no one has to be Chris Boyd and Jeff Perry welcome Dr. Jordan Grumet, M.D. (see website link below) for a lively discussion about Dr. Grumet’s self-improvement book “The Purpose Code” which shows how to make your mark and how to set goals in life without falling into the anxiety traps of conventional success principles books. Dr. Grumet shares his own compelling personal story of why he gave up practicing medicine full-time. The trio digs into a variety of topics that will benefit everyone....
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Climbing the Wall of Worry
Something More with Chris Boyd
Climbing the Wall of Worry – In the context of the endless news cycle of significant political, economic, and geo-political events, Chris Boyd, Jeff Perry, and Russ Ball discuss what an investor should do with all the external market risks, while at the same time, we are reaching record high levels for several market indices. Topics covered include tariffs, debt-ceiling, Iran, immigration, and the Big Beautiful Bill. While there is some disagreement on the politics, the trio discussed the value of working with a financial advisor, especially in turbulent times. ...
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Time to open the Mailbag; RMD's
Something More with Chris Boyd
Time to Open the Mailbag – Chris Boyd and Jeff Perry open the Mailbag and answer listener and client questions. The episode opens with a listener question asking, I have multiple IRAs, how many RMDs do I need to take each year? Chris and Jeff next answer what is the Rule of 25? The next topic is one based on television and radio commercials selling Home Title Lock Insurance – Chris and Jeff explain what it is and what it is not. Finally, Chris and Jeff answer what appears to be a simple question, but ends up not as simple as first thought – Do RMD’s affect my Social Security? Click the...
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IRA Age Milestones
Something More with Chris Boyd
IRA Age Milestones – If you have an Individual Retirement Account (IRA), are you aware of the many key age milestones? Chris Boyd and Jeff Perry take you through a chronological timeline from childhood to your mid- seventies as they discuss twelve key ages and relatively unknown opportunities related to your IRA that could boost your savings and reduce your income taxes. Click the link below to register for our upcoming webinar, “Don’t leave a digital mess.” https://register.gotowebinar.com/register/6040334700710880088 For more information or to reach TEAM AMR, click the following...
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Things to consider before buying a second home
Something More with Chris Boyd
Things to consider before buying a second home – Chris Boyd and Jeff Perry are joined by Britta Ferguson CFP®, CEPA® who is a Senior Vice President, Financial Advisor with Wealth Enhancement to explore the pros and cons of owning a second home (vacation home). The discussion begins with “try before you buy” advice and the distinction between an investment property that you may use part-time compared to a true second home that is unoccupied when you are not using it. The “math” of owning a second home is reviewed in addition to the “what- ifs” of owning...
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Targets of Fraud
Something More with Chris Boyd
Targets of Fraud – World Elder Abuse Awareness Day is June 15 and according to the World Health Organization, one in six people 60 years and older experience financial fraud or abuse each year. Elder fraud reports to the FBI’s Crime Complaint Center have risen by 14%, with an average loss of $34K (see link below). Chris Boyd, Jeff Perry, and Russ Ball dig into the statistics and discuss the most common types of fraud. The trio also shares practical advice how to avoid scams and fraud and what to do if you become a victim. For more information or to reach TEAM AMR,...
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Best Books?
Something More with Chris Boyd
Best Books? – Chris Boyd opens this episode with a story from his most recent trip to the dentist where the hygienist was asking for financial planning book recommendations and advice as to how she should go about finding a financial planner who is willing to work with someone who has a modest income and assets. Chris and co-host Jeff Perry suggest a wide variety of books for people at various stages of their financial journey. The dialogue shifts to the challenges of finding a financial planner. Jeff shares the three questions that everyone should ask to anyone in the financial services...
info_outlineCollege Planning – As it is the time of year for high school and college graduations, Jeff
Perry and Russ Ball discuss a wide variety of topics regarding planning for college. The
conversation begins with the use of 529’s as the foundation for most families to save for
future educational expenses. Jeff outlines the basics of how a 529 plan operates and the
benefits of using one. Jeff & Russ next explore the factors that go into making the choice
of which college is right for your student. Finally, the topic of how to pay for college and
common mistakes people make in this process.
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr