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Preparing for Retirement; Bucket Strategies; Life Insurance

Something More With Chris Boyd

Release Date: 07/13/2022

Federal Reserve Discussion; Sandwich Town Clerk on Upcoming Elections show art Federal Reserve Discussion; Sandwich Town Clerk on Upcoming Elections

Something More With Chris Boyd

Host and IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, open this hour talking about criticism given by Economist and Professor of Finance at the Wharton School of the University of Pennsylvania, Jeremy Siegel, on the Federal Reserve and its attempt to bring down inflation. Brian shares similar sentiment with the professor of Fed tightening timelines and gives insight on home mortgages and its effect on the average person. Brian discusses expectations on fed fund rates in 2023 and reveals how much fed fund rates affect yield curves. He takes a macro view of what the Fed is doing today and...

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Customer Service Week; Financial Planning Logistics show art Customer Service Week; Financial Planning Logistics

Something More With Chris Boyd

Host and IAR, Jeff Perry, JD, is joined by AMR's marketing team to talk about customer service week with examples of good customer service and how it's rewarded. They shift to explain an upcoming marketing campaign that entails asking AMR advisors to give their best financial tip, discussing the inception and execution of the series. Wealth Advisor, Jeff Tomaneng, CFP®, joins and teases his best piece of financial advice - what he would tell his younger self. They bring up the college planning process from past week's show and stress the importance of college fit. Jeff and Jeff shift gears to...

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Resources Review; RMDs; IRAs; MA Tax Refund; Reevaluating Risk Tolerance show art Resources Review; RMDs; IRAs; MA Tax Refund; Reevaluating Risk Tolerance

Something More With Chris Boyd

CEO, Chris Boyd, CFP®, and Marketing Director, Cathi Ingersoll, discuss AMR’s most recent quarterly newsletter: Resources Review, which promotes AMR’s most recent and upcoming events from campaigns and webinars to AMR's involvement in the community. They discuss making sure to take RMD’s and talk about the importance of IRA contributions. They bring up the recent Massachusetts tax rebate and discuss voting on whether there should be a differentiation of income taxes for Massachusetts residents. Chris talks about how to reevaluate risk tolerance, how inflation and the Fed funds...

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9/21 Fed Meeting; Inflation; Bond Investing; Central Banks show art 9/21 Fed Meeting; Inflation; Bond Investing; Central Banks

Something More With Chris Boyd

CEO, Chris Boyd, CFP®, and CIO, Brian Regan, CFA®, cover things discussed in the 9/21 Fed meeting. Brian shares with us that even as the Fed fund rate increase of .75% was the highlight, he thinks there were more important factors to consider. He brings up significant points on further rate hike expectations, long and variable lags, housing market softening, impacts on bonds, and more - all to hawkishly combat inflation. Brian describes what a Barbell approach is in regard to bond investing and mentions where there might be the best risk-reward on the yield curve. He shares how company...

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College Planning & Admission Trends; High Risk Bonds show art College Planning & Admission Trends; High Risk Bonds

Something More With Chris Boyd

CEO, Chris Boyd, CFP®, and Wealth Advisor, Jeff Tomaneng, CFP®, are joined by Cozy Wittman, Education and Partnership Manager of College Inside Track, to discuss college planning and trends. She shares with us how she helps students prepare for the college investigation and selection process by explaining when students should start their search, important factors to consider, how to be a good fit, and more. Cozy goes on to explain college admission trends and covers test-optional claims, a post-covid college admission environment, Early Decision considerations, tier level colleges, and more....

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Market Environment, CPI, Inflation, Yield Curve show art Market Environment, CPI, Inflation, Yield Curve

Something More With Chris Boyd

CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, discuss recent economic news and what has been going on in the market. Brian updates us on CPI, inflation and other market indicators that the Federal Reserve considers. Brian answers some logistical and foundational questions on the developing supply of goods, inflation's timeline back to normalcy, and trends in the economic environment, and more. The Team brings up the 2- and 10-year yield curves and discusses what they mean with both short-term and long-term exposure, and much more.

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Investing Expressions to Heed or Not to Heed?; Protecting Retirement Income from Inflation show art Investing Expressions to Heed or Not to Heed?; Protecting Retirement Income from Inflation

Something More With Chris Boyd

CEO, Chris Boyd, CFP®, Marketing Director, Cathi Ingersoll, and Wealth Advisor, Jeff Tomaneng, CFP®, open the hour by appreciating being named Top 3 Financial Planners and Investment Firms by The Best of Cape Cod and being nominated Top 3 Financial Planners by The Best of Upper Cape Cod. They shift gears to share investment sentiments and expressions that investors tend to hear. Things like, "sell in May and go away," "cash is king," "when the tide goes out, you see who's swimming naked," and more. They discuss these expressions and ask when you should heed them and when you should ignore...

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Job Market; Natural Gas/Oil; Rental Real Estate; Buffett Indicator; Market Drivers show art Job Market; Natural Gas/Oil; Rental Real Estate; Buffett Indicator; Market Drivers

Something More With Chris Boyd

AMR's CEO, Chris Boyd, CFP®, Lead Financial Planner, Scott Birmingham, CFP®, and CIO, Brian Regan, CFA®, open the show talking about the job market environment and its implications on the Federal Reserve's rate hike outlook. They discuss the change in natural gas flow through Europe's Nord Stream pipeline, what it means for that region, and then mention US petroleum reserve levels and what that means. The Team shifts gears to discussing the rental housing market, where finding affordable rental housing has been a challenge as they mention the importance of having housing options.  They...

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Ideas Adjusting your Stock and Bond Portfolio; Client Insurance Inquiry show art Ideas Adjusting your Stock and Bond Portfolio; Client Insurance Inquiry

Something More With Chris Boyd

CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, open this hour continuing their discussion on a Wall Street Journal article, 20 Ideas for Adjusting Your Stock and Bond Portfolio. The topics covered were strategic asset allocation in volatile markets, dividend-growth stocks, making incremental shifts, investors timeline and more. Chris and Jeff discuss a client insurance situation, explaining the commonality of expiring insurance and what considerations go into evaluating whether a person needs to renew and more.

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Chris's Birthday Celebration; Labor Day; Economic Market Drivers show art Chris's Birthday Celebration; Labor Day; Economic Market Drivers

Something More With Chris Boyd

Chris and Jeff open the show on Chris’s birthday celebration at a James Taylor concert, one of his favorite restaurants and more.  Jeff shares context of Labor Day: where the holiday came from, why we celebrate it and what it means today. CIO, Brian Regan, CFA®, joins the show and shares his thoughts on current economic market drivers, focusing on earnings and interest rates. The Team then continues discussing 20 Ideas to Adjusting your Stock and Bond Portfolio, an article by The Wall Street Journal.

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More Episodes

IAR and Host, Jeff Perry, JD, and Co-host and CEO, Chris Boyd, CFP®, are joined by AMR's Lead Financial Planner, Scott Birmingham, CFP®, to discuss ways you can prepare for retirement. Scott explains the complexity behind the amount of money you should save for retirement and what variables you should consider.

Wealth Advisor, Jeff Tomaneng, CFP®, joins the conversation about bucket strategies - creating diverse money buckets for your various financial needs and foreseen expenses.

Chris and Jeff get into life insurance, covering how to decide whether a person needs it or not, how much life insurance a person needs, renting vs owning life insurance, types of life insurance, and how to do it in the context of a financial plan.