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2021 Market Performance; AMR Complimentary Portfolio Review

Something More With Chris Boyd

Release Date: 01/10/2022

Market Conditions; Financial Planning; Dr. David Kelly Clips show art Market Conditions; Financial Planning; Dr. David Kelly Clips

Something More With Chris Boyd

Chris and Jeff open the second hour talking about market environments, investments, and financial planning, giving their audience food for thought during down markets. Chris shares clips from a recent interview he hosted with JP Morgan’s Chief Global Strategist, Dr. David Kelly, discussing current economic outlooks and insights for the common investor.

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Market Outlook; On-Air Calls show art Market Outlook; On-Air Calls

Something More With Chris Boyd

CEO, Chris Boyd, CFP®, and IAR, Jeff Perry, JD, discuss core and headline inflation and how the Federal Reserve is dealing with it, getting into the implications inflation has on various markets (stock, bond, energy, labor, crypto). They further cover how geopolitical conditions attribute to the change of dynamics in the west.  Chris takes two on-air calls and gives his outlook on crypto investments and long-term investing. 

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Cape Cod Chamber of Commerce; AMR Webinar Review; Client Question show art Cape Cod Chamber of Commerce; AMR Webinar Review; Client Question

Something More With Chris Boyd

IAR and Host, Jeff Perry, JD, is joined by Paul Niedzwiecki, CEO of the Cape Cod Chamber of Commerce, to discuss current economic environments on Cape Cod. They talk about systemic problems on housing and the economy, mentioning labor supply shortages, population shifts, bridges, energy initiatives, and the Blue Economy. Paul explains how the Chamber is working to better such projects and programs, and gives his 2022 summer projects. Director of Marketing, Cathi Ingersoll, and Lead Financial Planner, Scott Birmingham, CFP®, review AMR's most recent Financial Planning webinar, discussing key...

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Market Outlook; Inflation; 2022 Travel Trends show art Market Outlook; Inflation; 2022 Travel Trends

Something More With Chris Boyd

IAR and Host, Jeff Perry, JD, is joined by CIO, Brian Regan, CFA®, as they discuss stock market conditions. Brian describes a preferred long-term outlook one should have at this moment in time, mentioning behavioral biases that are noticed in difficult market environments. They discuss the difference between headline and core inflation, mentioning the Federal Reserve and geopolitical tensions abroad. Director of Marketing, Cathi Ingersoll, and Lead Financial Planner, Scott Birmingham, CFP®, uncover a list of 2022 travel trends while discussing how travel and vacation fit into your financial...

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Risk Tolerance; Reverse Mortgages; Business Etiquette Week show art Risk Tolerance; Reverse Mortgages; Business Etiquette Week

Something More With Chris Boyd

Host and CEO, Chris Boyd CFP®, is joined by members of the AMR team to discuss risk tolerance and how it plays a big role on what kind of investor you are. They mention client expectations and how behavioral coaching is a part of their job. After, Senior Vice President of The Federal Savings Bank, Bob Tranchell, joins the show, covering reverse mortgages. He talks about Home Equity Conversion Mortgages (HECMs), Home Equity Lines of Credit (HELOCs), how to qualify for a reverse mortgage, and how they help people prepare for their future. The team shifts gears to recognize Business...

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The Movies; OPEC & Oil Production; Financial Advisors show art The Movies; OPEC & Oil Production; Financial Advisors

Something More With Chris Boyd

CEO, Chris Boyd, CFP®, CIO, Brian Regan, CFA®, and IAR, Jeff Perry, JD, open the show talking about the movie theater business, mentioning Top Gun: Maverick. The opening crew soon gets into OPEC's increased amount of oil production and the implications this has on inflation and commodity markets. Brian explains what oil production in the United States looks like. After, Wealth Advisor, Jeff Tomaneng, CFP®, joins the show as the gang gets into what clients should expect from the average financial advisor/planner, mentioning asset classes and risk profiles.

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Memorial Day; Market Outlook; Client Questions; Summer Plans show art Memorial Day; Market Outlook; Client Questions; Summer Plans

Something More With Chris Boyd

CEO, Chris Boyd, CFP®, opens the show recognizing Memorial Day and AMR's helping hand in the community. CIO, Brian Regan, CFA®, Marketing Director, Cathi Ingersoll, and Lead Financial Planner, Scott Birmingham, CFP®, join the show to discuss current market outlooks, giving historical comparisons on inflation and further economic factors. After, Brian and Scott answer a few client mailbag questions on commodity investing, required minimum distribution, and financial goals during high inflation. After, some of the team then gets a chance to share their favorite summer pastimes and what they...

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Economic/Market Outlook; Memorial Day show art Economic/Market Outlook; Memorial Day

Something More With Chris Boyd

Host and CEO, Chris Boyd, CFP®, opens the show recognizing Asian American and Pacific Islander Heritage Month. He then transitions his attention to market conditions with CIO, Brian Regan, CFA®, and IAR, Jeff Perry, JD. They get into mistakes investors make in volatile markets and discuss having a long-term market outlook, buying stocks at a discount, diversification and inflation. Michelle DeSilva from Cape Cod Cares for the Troops joins the show to talk about their work for American Veterans everywhere. They mention Memorial Day and honor American troops that made the ultimate...

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Economic Conditions; Cutting Spending During Inflation; Upcoming AMR Events show art Economic Conditions; Cutting Spending During Inflation; Upcoming AMR Events

Something More With Chris Boyd

Host and Investment Advisor Representative, Jeff Perry, JD, is first joined by Chief Investment Officer, Brian Regan, CFA®. They discuss market conditions during today's inflation rates, what the federal reserve is doing, what makes stocks attractive and more. Wealth Advisor, Jeff Tomaneng, CFP®, joins the show covering how to cut back on personal spending during an inflationary environment, detailing cashflows and expenses. Marketing Director, Cathi Ingersoll, joins to share information on AMR's upcoming Financial Planning webinar (June 8th @ 10am ET), which covers property and...

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Armed Forces Day; Ten Things Learned From 40 Years of Financial Planning; Bear Markets show art Armed Forces Day; Ten Things Learned From 40 Years of Financial Planning; Bear Markets

Something More With Chris Boyd

Host and Investment Advisor Representative for AMR, Jeff Perry, JD, starts the show mentioning Armed Forces Day, and thanking the men and women of the United States Armed Forces.  Investment Advisor Representative for AMR, Mike Perna, CFP®, joins to continue to share "The Ten Things [He] Learned from 40 Years of Financial Planning." Mike covers the importance of investing into a retirement or savings program earlier than later, difference between good debt and bad debt, not forsaking secondhand, and more.  AMR's Chief Investment Officer, Brian Regan, CFA®, joins and discusses...

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CEO Chris Boyd, CFP®, CASL®, CEPS and Chief Investment Officer Brian Regan, CFA®, look back at a 2021 market performance - showing a great year of market production and how to perceive markets ahead.

AMR is offering a limited time Complimentary Portfolio Review for investors with $500,000 or more, consisting of a detailed analysis of your investments. Our experts will provide you observations and recommendations, including a comparison on how we would invest.