Something More With Chris Boyd

Something More With Chris Boyd

Financial Talk Show airing Saturdays at 3PM, ET on NEWSRADIO 95WXTK FM.

Episodes

October 3, 2022 47 min

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 - ...

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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 shou...

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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 desc...

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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 ...

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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...

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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," "...

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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 ge...

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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 ...

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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...

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CEO, Chris Boyd, CFP®, and IAR, Jeff Perry, JD, are joined by Certified Student Loan Professional, Belle Osvath, CFP®, CSLP®, to explain the logistics of student loan forgiveness: who it affects, what it means for those who qualify, Pell Grants, and more.

Chris and Jeff give their perspectives on student loan forgiveness, the government’s role and how they see it affect the economy and society.

AMR’s CIO, Brian Regan, CFA®, joins t...

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August 29, 2022 47 min

CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, open the hour talking about the market and economy. They discuss short- and long-term outlooks of inflation, bringing up three main inflation forces - monetary policy, fiscal policy, and supply chain issues related to the pandemic. Brian mentions when we feel the effects of the Fed fund rate hikes.

Brian answers questions on meme stocks and explains gamma squee...

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IAR, Jeff Perry, JD, is joined by President and CEO of the Cape Cod Canal Region Chamber of Commerce, Marie Oliva. They discuss business conditions on Cape Cod as Marie characterizes prominent industries for the economy. They talk about challenges the Cape faces, recommend existing resources for small businesses and explain the Chamber's role in the community.

Jeff Perry, JD, dives into estate plans, covering what they are, the...

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Host and IAR, Jeff Perry, JD, and Wealth Advisor, Jeff Tomaneng, CFP®, open the show updating listeners on AMR’s upcoming Financial Planning webinar on Wednesday, August 24th. They discuss the Inflation Reduction Act, explaining what it is, how it affects inflation and what it can mean for you.

Soon after, Jeff and Jeff look into financial advice given from America’s Founding Fathers and see how they relate to today’s financial env...

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While feeling the effects of inflation, CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and Wealth Advisor, Jeff Tomaneng, CFP®, uncover ways to keep a flexible budget while still being able to travel and have summer fun.

AMR's Lead Financial Planner, Scott Birmingham, CFP®, joins as the team discusses how to deal with risks and challenges that people face in retirement.

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CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, connect this first hour on current market landscapes and what certain economic and federal outcomes can mean for investors.

The Team brings up the topic of supply chain disruptions in the semiconductor chip space, and mentions the effects on the chip industry from geopolitical tensions in Taiwan.

The Team gets into legislative discussion on the inflation reduct...

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This hour, we are joined by Christine Benz, Morningstar's Director of Personal Finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances, and Jeffrey Ptak, CFA®, Morningstar's Chief Ratings Officer; both are hosts of The Long View podcast. They share insights about what's happening in the world of personal finance, the valuation of markets, how to evaluate ESG and more.

Podcast: htt...

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CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, have an economic discussion in this hour.

Brian gives a July market retrospect, discussing market drivers like earning reports, slowing inflation, a long-term interest rate outlook, and more.

Brian shares thought provoking emotional biases and cognitive errors investors can have toward their investments.

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Team AMR opens the hour discussing fear-based decision-making in the midst of tough market environments, and how to best alleviate financial stresses.

They cover common mistakes investors make and go over a GOBankingRates article, "8 Purchases Retirees Almost Always Regret." Budgeting and stress-testing your financial plan to minimize mistakes and regrets during retirement grows in discussion.

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CEO, Chris Boyd, CFP®, and IAR, Jeff Perry, JD, jump into economic discussion, talking about Q2 GDP, a recession, the Federal Reserve, financial news, and more.

Chris and Jeff are joined by Loan Officer Savannah Fabbio from Shamrock Home Loans, Inc. to discuss the economic and interest rate environment and how they effect home mortgages and the real estate market.

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CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and Lead Financial Planner, Scott Birmingham, CFP®, talk about the down market and discuss what millionaires typically do when in Bear Market territory.

The Team covers AMR's financial planning process, explaining the attention AMR puts in when forming and stress testing a financial plan. Chris brings up the importance of understanding the client's circumstances. Scott describes w...

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