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“R” or “D” who is better for your portfolio?

Something More with Chris Boyd

Release Date: 06/07/2024

Which of these things doesn't belong show art Which of these things doesn't belong

Something More with Chris Boyd

Which of these things doesn't belong? – Do you know what types of investments are legally prohibited from being in an individual retirement account (IRA)? Chris Boyd and Jeff Perry outline in detail the various categories of investments that are not allowed to be inside an IRA. The conversation turns to a detailed dialogue of investments that may be lawfully allowed but may not be a wise choice for an IRA. Topics covered in this in-depth episode include life insurance, collectibles, sub-chapter S Corporations, margin accounts, REITs, and municipal bonds. For a related conversation on this...

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Including family in your financial planning show art Including family in your financial planning

Something More with Chris Boyd

Including family in your financial planning – While many people wish to keep their financial planning completely private, as one ages, it can be prudent to inform family members of your financial planning, estate planning, and help that may be needed from the family. Chris Boyd and Jeff Perry dig into this subject as Chris shares a personal story about his oldest client who recently passed away. The conversation includes situations when bringing your family together to be a part of financial planning can be a good way to foster open communication about finances, personal choices, and...

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Inflation falling, markets rising show art Inflation falling, markets rising

Something More with Chris Boyd

  Inflation falling, markets rising – Fresh off the Consumer Price Index (CPI) report, Chris Boyd and Jeff Perry discuss recent economic data and how it is impacting markets and the Federal Reserve’s posture on interest rates.  Jeff summarizes recent stock market returns and reviews the AAII Investor Sentiment Survey (see links below) and Chris comments on whether now is a good time to take profits.  The dialogue continues into long-term financial planning considerations, including risk tolerance, asset allocation, and managing cash flow needs. For more information or to...

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Lessons from the Morningstar Investor Conference show art Lessons from the Morningstar Investor Conference

Something More with Chris Boyd

Lessons from the Morningstar Investor Conference – After attending the Morningstar Investors Conference, Chris Boyd summaries lessons learned. Chris starts out by sharing a chance meeting with legendary investor Mario Gabelli. Chris goes on to share what he took away from Morningstar’s CEO Kumal Lapoor’s comments at the Conference which in part predict lower stock market returns over the next ten years. Chris and Jeff go on to debate the value of long-term market forecasts and why staying true to a financial plan is critical. For more information or to reach Chris Boyd or Jeff Perry,...

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First half review of the markets for 2024 show art First half review of the markets for 2024

Something More with Chris Boyd

First half review of the markets – Chris Boyd and Jeff Perry welcome Brian Regan to the episode for a review of market returns for the first half of 2024. The conversation turns to a detailed analysis of Nvidia returns, including a history of the company and an outlook for other companies in the semiconductor industry. Chris asks Brian about his outlook of the fixed income sector. The dialogue turns to thoughts about copper, gold, and how commodities may or may not fit into an investment portfolio. For more information or to reach Chris Boyd or Jeff Perry, click the below link:  

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Misconceptions about your Money show art Misconceptions about your Money

Something More with Chris Boyd

Misconceptions about your Money – Chris Boyd and Jeff Perry explore common misconceptions about money that can put your retirement plan in jeopardy. The conversation starts out with diversification dangers of single stock investing. Chris offers specific examples of mistakes people make and offers some guidelines to consider. Jeff warns listeners that one cannot always rely on the name of a mutual fund or ETF as being accurate to what the underlying investment holdings are. The conversation next includes issues of asset allocation and market risk. Chris gives his thoughts that being a...

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Retirement: Income & Taxes show art Retirement: Income & Taxes

Something More with Chris Boyd

Retirement: Income and Taxes – Almost 20% of people over sixty-five are still working. In this episode, Chris Boyd and Jeff Perry discuss the various financial and emotional reasons that retirees continue to work beyond the typical retirement age. The conversation continues with a detailed dialogue about how working before and after Social Security’s full retirement age is treated for income tax purposes. Related issues of Roth conversions, IRA required minimum distributions (RMDs), and legacy planning come into play and how all these subjects are key components of the financial planning...

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Gary Quinzel on Markets, Economy, and Election show art Gary Quinzel on Markets, Economy, and Election

Something More with Chris Boyd

Gary Quinzel on Markets, Economy, and Election – Chris Boyd welcomes Gary Quinzel who is the Vice President of Portfolio Consulting with Wealth Enhancement Group. Gary offers his commentary on the recent strength of the stock market and economy, including digging into recent inflation data and the direction of interest rates. Jeff Perry joins and asks how an investor should think about “Black Swan” events and geo-political concerns. Chris and Gary explore issues of proper asset allocation and diversification. Gary offers his thoughts on the upcoming 2024 election and what it might mean...

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Behavioral Wealth and Personal Finance show art Behavioral Wealth and Personal Finance

Something More with Chris Boyd

Behavioral Wealth and Personal Finance – Behavioral Wealth Specialists Cohen Taylor and Wendell Clarke join Chris Boyd and Jeff Perry for a lively discussion on how financial planners can best serve their clients. Cohen and Wendell explain how the qualitative aspects of wealth management in a framework around emotional and behavioral components of financial goals and concerns are all connected. Cohen and Wendell share their thoughts on why attentive listening, mediation, assessment, and intervention skills are key to a successful financial planning process. Cohen outlines the 6 Elements of...

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Pensions show art Pensions

Something More with Chris Boyd

Pensions – Chris Boyd and Jeff Perry explore the various issues surrounding pension decision options. The in-depth dialogue starts off with a discussion a recent client was facing and how a range of factors influence what is best for each individual. At the 25- minute mark the conversation moves to how the Massachusetts state and municipal pension system operates and the variety of options available to retiring government employees. Related subjects discussed are survivor benefits, life insurance, and how everything best fits together in a comprehensive financial plan. Chris extends an offer...

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More Episodes

“R” or “D” who is better for your portfolio? – Do investors do better under a
Republican or a Democrat President and Congress? How about when the federal
government power is divided between the political parties? Chris Boyd reviews “Y-
Chart” data with Jeff Perry for this engaging review of what really matters to investor
performance. Chris and Jeff begin the show with a remembrance that today, June 6 th is
the 80 th anniversary of D-Day. Chris and Jeff offer personal commentary on the meaning
of today and reflect on current events.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:


https://www.wealthenhancement.com/s/advisor-teams/amr