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Market Conditions and the Economy; Holiday - Toys for Tots

Something More With Chris Boyd

Release Date: 11/23/2022

US Debt Ceiling; Preparing for a Long Retirement show art US Debt Ceiling; Preparing for a Long Retirement

Something More With Chris Boyd

Chris, Jeff, and Brian get into an animated political and economic discussion about the US debt ceiling. They explain what the debt ceiling is and the economic impact if the US defaulted on their debt. Chris and Jeff talk about how to prepare for a long retirement through prudent financial planning. They discuss financial planning considerations for a long life and share thoughts on how to make a plan to ensure people have enough to live out their days. Later talking about risk preference and five biggest risks people face in retirement.

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2022 Analysis; 2023 Outlook; Investing/Financial Planning show art 2022 Analysis; 2023 Outlook; Investing/Financial Planning

Something More With Chris Boyd

CIO Brian Regan, CFA®, gives a recap on AMR's Quarterly Economic & Market Update webinar - reviewing 2022 market performances and 2023 portfolio design. Brian talks about the four stages of the pandemic and how a normalization phase can come to fruition in 2023. Given tough market environments in 2022, the AMR Team looks ahead and discusses opportunity in stocks, bonds and cyclical investments. Brian gives his thoughts on a possible recession and how it will affect investments. Did we already hit the bottom of the market? The Team shares financial planning perspectives during a looming...

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Stock/Bond Investing; Diversification show art Stock/Bond Investing; Diversification

Something More With Chris Boyd

Chris and Jeff get into market effects due to inflation and rising interest rates, specifically looking at bonds and the valuation of stocks. How much do the rise in interest rates change our perspective on traditional portfolio designs? They discuss things to consider when bond investing, dividend reinvesting, and income investing in the context of building a diversified portfolio.

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CPI/Inflation; Big Lottery; 60/40 Asset Allocation show art CPI/Inflation; Big Lottery; 60/40 Asset Allocation

Something More With Chris Boyd

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, cover news on inflation and discuss Consumer Price Index (CPI) trends and what it means for the Federal Reserve in their decisions on raising future interest rates. They get into recession expectations and what it means for markets and jobs. Chris and Jeff discuss a big lottery jackpot and share things that are more likely to happen to you than hit the jackpot. This leads them to discuss having a financial plan and to take advantage of AMR's complimentary portfolio review. 2022 being a tough and unusual investing year, it questions...

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Worth Having a Financial Advisor?; Geopolitical Tensions on International Investments show art Worth Having a Financial Advisor?; Geopolitical Tensions on International Investments

Something More With Chris Boyd

The team gets into why it’s worth having a financial advisor, mentioning the benefits of having a professional on your side to characterize aspects of your financial plan you might not think about. How active are financial planners in tending to your portfolio goals in times of economic and geopolitical changes? Chris and Jeff talk about techniques financial planners take to help mitigate risks with the continued goal of maintaining returns, diversification and strong investment allocation. CIO Brian Regan, CFA®, joins to discuss implications of China policies, Russia/Ukraine...

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Complimentary Portfolio Review; Employment & Federal Reserve; Secure Act 2.0 show art Complimentary Portfolio Review; Employment & Federal Reserve; Secure Act 2.0

Something More With Chris Boyd

CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and Marketing Director Cathi Ingersoll kick-off the first show of 2023 discussing the importance and logistics of new beginnings, setting goals, and planning for the future. Chris shares information on AMR’s complimentary portfolio review offer, which can be a great start to your new year. Whether you have a financial plan already or not, this is a great opportunity to get a non-solicited second opinion on your financial circumstances. Chris and Jeff discuss the conflict between employment data and the Fed's fight against inflation, along with how...

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Secure Act 2.0; Cape Cod Times Needy Fund; AI; Protecting Your Money in 2023 show art Secure Act 2.0; Cape Cod Times Needy Fund; AI; Protecting Your Money in 2023

Something More With Chris Boyd

Chris and AMR’s Lead Financial Planner, Scott Birmingham, CFP®, go through the Secure Act 2.0, its nuances on Roth conversions and more, and what it means for people approaching or in retirement age. We are joined by Cape Cod Times Needy Fund Vice President, Mary Pat Messmer, and Executive Director, Susan Johnson, to talk about their work in the Cape Cod community. They tell us about the growing needs in the community and how their focus on providing payments for housing, utilities, food, medical, transportation and more have benefited Cape Cod. For more information and to make a donation,...

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2022-2023 Economy & Markets; Complimentary Portfolio Review show art 2022-2023 Economy & Markets; Complimentary Portfolio Review

Something More With Chris Boyd

There’s no getting around the fact that 2022 was a tough year for investors. Chris gets into what tends to happen after a market disruption. Chris introduces his firm Asset Management Resources’ complimentary portfolio review offer. He gives detail to the two-meeting process that consists of a comprehensive look into your financial circumstances to provide a holistic examination of your financial plan.   CIO Brian Regan, CFA®, joins Chris to discuss the impact of 2022’s market drivers, how they contributed to heavier market volatility, and how that might change in the new...

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The Cape Cod Foundation; Origins/Stories of Hanukkah; Required Minimum Distributions show art The Cape Cod Foundation; Origins/Stories of Hanukkah; Required Minimum Distributions

Something More With Chris Boyd

We are joined by the President and CEO of The Cape Cod Foundation, Kristin O’Malley, to explain the non-profit’s active role in the Cape Cod community. Being 33 years young, The Cape Cod Foundation is known as a “community foundation,” acting as a charitable community trust for the Cape Cod area. They work with donors, individuals, families, businesses and other non-profits and community groups to establish funds with The Cape Cod Foundation, which are pooled, invested, and distributed back into the community in the form of grants and scholarships. Kristen shares with us how they...

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CPI/Federal Reserve; Inflation Effects on Retail Sales; FTX & Binance show art CPI/Federal Reserve; Inflation Effects on Retail Sales; FTX & Binance

Something More With Chris Boyd

Host Chris Boyd, CFP®, and Jeff Perry, JD, are joined by fired-up Brian Regan, CFA®, this hour to talk about the recent rollercoaster week in the market. They start with CPI and explain how its report on Tuesday reflected on the Federal Reserve’s actions on Wednesday and what it all means. Brian explains how an inverted yield curve is a predictor and a cause of recession and shares positive outlook on the odds of a soft landing. Retail sales report show that consumers are feeling the effects of inflation. The team talks about it as Brian shares how he enjoys performing hands-on research on...

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Chris, Jeff, and Co-host Dan Wolf, founder and chairman of Cape Air, are joined by CIO Brian Regan, CFA®, to discuss cryptocurrency, real estate, and equity market conditions.

Brian enlightens us on economic theory that drives currency on a discussion of the US dollar.

Brian shares where he would take the economy if he was chairman of the Federal Reserve.

Chris and Jeff shift gears to talk about the holiday season and share AMR’s involvement in the community, acting as a toy drop-off location for Toys for Tots.