Something More With Chris Boyd Show Podcasts

CEO Chris Boyd is joined by brother Keats Boyd, who is an estate planning attorney on Cape Cod and president of Boyd & Boyd, P.C. Keats shares with us tools and techniques people can use for tax strategies if they make over a million dollars a year. They discuss estate planning contract considerations for second marriages, irrevocable trusts, and more.

Host and AMR CEO Chris Boyd, CFP®, is joined by his brother F Keats Boyd III, President of estate planning law firm Boyd & Boyd, P.C. Chris and Keats discuss synergies of financial planning and estate planning in the context of tax strategies. They go over estate planning considerations, the Massachusetts millionaire tax, and what this might mean for those with wealth and for those who aspire to build wealth in this nation. They also discuss the domestic and global implications of the most recent Fed rate hike, the current economic environment and how it might apply to your portfolio management.

Chris and Jeff are joined by AMR’s Chief Investment Officer Brian Regan, CFA®, to discuss where the Fed will go next with anticipated fed funds rate hikes. Brian gives an outlook on market expectations while considering the effects of fed funds rate by the end of 2023. They get into discussion on supply chain and gold investments. Chris and Jeff discuss whether and when it makes sense to self-fund your long-term care planning and being intentional about your decisions. These decisions have many complexities that can be better assessed through prudent financial planning. Chris then shares AMR's complimentary portfolio review offer and explains the benefits that come with it. They later get into consumer debt concerns and how to manage debt.  

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, talk about the recent GDP report, employment numbers, consumer spending, and housing data to then give an outlook on what it means for the economy and recession anticipations. They consider the Fed trying to slow the economy and ask, in an event of a recession, how stocks will be affected by these considerations. Marketing Director Cathi Ingersoll and Lead Financial Planner Scott Birmingham, CFP®, join the show to talk about the Bernie Madoff Ponzi scheme: what a Ponzi scheme is and how he pulled off the largest one in history. This leads to a discussion on ethical business practices: what current investors should watch out for and how doing your own due diligence can go a long way.

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.

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 recession.

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.

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 traditional portfolio design. Chris and Jeff ask whether the traditional 60/40 portfolio is broken.

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 war, the US dollar, and more on international investments and opportunities. Will we see de-globalization in a world with high geopolitical tensions? Brian shares his thoughts on the matter. Brian looks at what we know for certain versus what is speculation on changing geopolitical dynamics and how that contributes to the exposure and types of international equities.

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 employment numbers are potentially affecting the markets. The Team revisits the Secure Act 2.0, mentioning a graduated RMD adjustment and other significant changes that can benefit people who are in or approaching retirement.

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, visit www.NeedyFund.org or call (508) 778-5661. Scott rejoins for the final segment with Chris to talk about AI tools and the implications of the advancement of artificial intelligence. Shifting gears, they explore a WSJ article on how to protect your money in the new year.

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 year. Brian discusses potential conditions and changes of inflation and the likelihood of a recession in 2023. He goes on to share what he thinks the logistics of a recession would be like and how this new year’s outlook can affect investors.

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 prioritize community needs and the many initiatives they have going on. After, we are joined by Rabbi David Grossman of Temple Beth Sholom to discuss his journey on becoming a Rabbi, and the origins of Hanukkah and its significance to the Jewish community today. He goes on to explain what a miracle is, the role God plays in our everyday lives, and the quality of gratefulness in a person. Shifting gears, Chris and Jeff wrap up the sho

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 retail supply. This has the team explain how market movements and economic movements don’t necessarily coincide simultaneously, and how it bakes into the Feds decisions when combatting inflation. Brian has his Cramer moment as he shares strong feelings toward the cryptocurrency space and comments on FTX and Binance.

Host Chris Boyd, CFP®, and Jeff Perry, JD, discuss challenges that occur when investing in ESG, recent controversy, what diversity means as an investment firm, and the importance of making informed decisions. CIO Brian Regan, CFA®, explains what a year-end Santa Clause rally is and what it means for markets. The Team discusses the implications of year-end investing patterns and investing frustrations that arise during market down times. They later discuss whether well-known commentators are worth following. Chris, Jeff, and Brian share what shows they are currently watching and more.

Host Chris Boyd, CFP®, and co-host Jeff Perry, JD, are joined by Marketing Director Cathi Ingersoll to discuss the meaning behind “Something More.” Chris gives reflection to and explains what “Something More” means to him and shares how acting as a fulfillment facilitator, focusing on positive, educational, and personal finance topics, is part of the program. Chris and Jeff discuss (un)employment rates as implications of the Federal Reserve’s actions and what we could see ahead. Bad news for unemployment, but good news for the economy, show a continued increase in unemployment claims – a sign that the Fed is effectively slowing down the economy. They later get into ESG considerations and recent issues that have arisen in this investing space that is growing popularity.

Host Jeff Perry, JD, is joined by President and CEO of the Cape & Islands United Way, Mark Skala, to speak about charitable giving this time of year, mentioning statistics that illustrate December as the largest donating month of the year. Mark shares the story of the United Way’s mission and the impact they make on the Cape Cod community through their grant programs for small to large projects, which focus on education, health (food security included), financial stability, and affordable housing. They speak on ways to give, volunteerism, and more. CIO Brian Regan, CFA®, joins to discuss market and financial news related to the implications of the recent comments made by Federal Reserve Chairman Jerome Powell. Jeff and Brian mention recession possibilities, a near-term bottom for the stock market, diversified asset allocation, and real estate. Brian shares his growth in optimism from six months ago and much more. Marketing Director Cathi Ingersoll joins Jeff to talk about and pay tribute to Christine McVi

Host Jeff Perry, JD, is joined by Sheriff Jim Cummings of Barnstable County Sheriff’s Office to discuss his time and career in law enforcement, from entering the Framingham State Police Academy in 1974 to becoming Sheriff in 1999. He shares investigation stories from his rookie career and his journey on how he got to where he is today. They speak on Barnstable County’s drug, alcohol, and mental health rehabilitation efforts and its effects on recidivism rates in the area. After, AMR's Wealth Advisor Jeff Tomaneng, CFP®, joins the show to talk about holiday shopping, planning, and budgeting.

Host Jeff Perry, JD, is joined by Adam Burnett, Executive Director of Champ Homes, to speak about the organization and how Champ Homes acts as a support system for those with housing instability. Adam mentions recent trends of Champ Home stayers are in direct correlation with the recent “housing crisis.” With the goal of instilling self-advocacy, Champ Homes works with people motivated to turn their lives around. They measure their success rate by the number of people who move on from Champ Homes. Jeff is joined by CIO Brian Regan, CFA®, to talk about Brian’s recent article New World Order or Continued Global Economy? published on TheStreet.com. They get into a geopolitical discussion, and then cover financial market news as Brian shares his opposition to the cryptocurrency market.

IAR Jeff Perry, JD, and AMR’s marketing team Cathi Ingersoll and Armen Avakian open with a show outline and talk about holiday budgets and consumer debt. Chuck Nardozza, Managing Director of Travel Sales at AAA, talks about 2023 travel trends, mentions demand levels as people become more eager to visit family/friends during a post-pandemic feel, and shares the benefits of using AAA. Jeff and Armen discuss AMR as a toy drop-off location for Toys for Tots and an AMR social media marketing campaign of asking advisors of a great piece of financial advice.