Chris's Birthday Celebration; Labor Day; Economic Market Drivers
Something More with Chris Boyd
Release Date: 09/05/2022
Should we worry about the dollar? Mailbag Questions
Something More with Chris Boyd
Mail Bag - Should we worry about the Dollar? – Chris Boyd welcomes Brian Regan to this episode to discuss a question from the AMR Team Mail Bag. This listener’s question asks about the threats to the strength of the US Dollar and whether China may have a political or market interest in a devalued US Dollar. Other threats to the strength of the US Dollar are discussed, including the rising level of US government debt. The episode concludes with a conversation of the seemingly growing number of newsletters and fear- related products being marketed to consumers. For more information or to...
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Market Observations/First Quarter- How are you looking?
Something More with Chris Boyd
Market Observations/First Quarter review – Brian Regan joins the show to share his generally positive commentary on the first quarter results in the financial markets. Brian highlights that recent market performance emphasizes why diversification is key to a financial plan. Chris Boyd and Jeff Perry add in their thoughts on the market, including bonds, geo-political events and a review of a recently released shareholder letter from Jamie Dimon. For more information or to reach Chris Boyd or Jeff Perry, click the link below:
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Level 4 - Freedom
Something More with Chris Boyd
Level 4 - Freedom – Chris Boyd and Jeff Perry continue their series about the 5 Levels of Wealth (see related article linked below). For this segment, they move onto level 4 – Freedom. Chris and Jeff discuss how Freedom means having the ability to cover your current and future financial needs, and when working is more of a personal choice than a financial need. Jeff emphasizes that reaching the freedom stage still requires long-term planning, budgeting and lifestyle discipline. Chris talks about why it is important to stress-test your financial plan, especially for the potential need of...
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In the News
Something More with Chris Boyd
In the News – There is never a shortage of financially related news items to discuss. In this episode, Chris Boyd and Jeff Perry begin the conversation with the recent Solar Eclipse and the economic impact of such an event. Chris and Jeff next review economic data reports from the week, including the Consumer Price Index (CPI) and the Producer Price Index (PPI) and what each report tells us about inflation trends. To wrap up this segment, Jeff brings up a story that Costco has been selling up to $200M a month in gold bars. Chris discusses why people buy gold related assets. The segment ends...
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Mail Bag- Whole life insurance policy for college expenses
Something More with Chris Boyd
Mail Bag – In this episode, Chris Boyd and Jeff Perry answer a question from a listener on the subject of what is the correct type of life insurance? Chris summarizes the scenario where a woman from Wisconsin asks about whether a whole life insurance policy is an effective use for life insurance and for saving for future college expenses and retirement. Chris and Jeff outline how to evaluate the need and amount of insurance and when different types of policies may be appropriate. The segment concludes with advice to listeners to work with a financial advisor who is a fiduciary and to be...
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Changing Advisors
Something More with Chris Boyd
Changing Advisors – Chris Boyd and Jeff Perry dig into a recent survey which indicates that approximately 75% of financial planning clients considered changing their financial advisor last year (see link below). Chris and Jeff provide responses to the various parts of the survey, including that 61% of clients said they prefer to hear from their advisors via email, while 41% say they would rather talk over the phone, and 38% say they would like a face-to-face meeting with their advisor. Chris and Jeff provide commentary on the importance of a financial advisor knowing the client’s goals,...
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Tax Day is upon us
Something More with Chris Boyd
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Level 3 - Security
Something More with Chris Boyd
Level 3 - Security – Chris Boyd and Jeff Perry continue their previous discussion about the 5 Levels of Wealth by moving up the wealth pyramid to level 3 of Security (see related article linked below). At Level 3, Security is about seeing the fruits of your disciplined financial strategy and how financial decisions should become more second nature. Jeff and Chris go deep into the details of how much one should have for an emergency fund and the advantages of creating a comprehensive financial plan to focus on retirement planning and other significant financial planning goals....
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The Survey Says
Something More with Chris Boyd
The Survey Says – Chris Boyd and Jeff Perry dig into the recently published CNBC All- America Economic Survey, which is a bi-partisan poll across the United States covering key measures of economic confidence and other business/economic issues. In this latest poll are issues of President Biden’s proposal for a Corporate Income Tax increase, banning the social media app TikTok, and voters’ thoughts on a Trump versus Biden election rematch. Chris and Jeff have some fun sharing their views on each of the subjects. As a reminder, Chris mentions that the Something More with Chris Boyd podcast...
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Paper Soldiers
Something More with Chris Boyd
Paper Soldiers – Chris Boyd welcomes Saleha Mohsin, the author of the new book “Paper Soldiers”. Saleha, a reporter from Bloomberg offers her thoughts on “the untold story of how one of America’s most invincible institutions (the Treasury) has used the U.S. dollar to define America’s role in the world, and our economic future”. Saleha explains how the Treasury Department has shaped U.S. policy at home and overseas by wielding the American dollar as a “weapon” and what that means in a new age of crisis. Chris adds his commentary on globalization and how the strength or...
info_outlineChris 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.