May 12, 2021
Women have unique challenges when it comes to financial
planning. As the traditional family caregiver they may have fewer
working years, which can affect income, savings, and Social
Chris, Brian, and Cathi talk about Warren Buffet, the Fed’s management of the 2020 financial crisis, and changing...
May 10, 2021
The AMR team continues their discussion about spring cleaning finances. This week they focus on investments, administrative tasks, and insurance, taxes, and estate planning.
Some of the best ways to grow your savings are to delay spending (setting money aside for future expenses) and direct debits from a checking to an...
May 5, 2021
You spring clean your house, your yard and even your car, what about your personal finances? In this episode the AMR team shares tips for spring cleaning your finances - including bank accounts, credit cards, investments, administration, life insurance, taxes, and estate planning.
May 3, 2021
Listen to what the AMR team has been itching to do once the pandemic has ended and what they don’t want to see revert to pre-pandemic times.
Chris, Brian and Jeff Perry comment on President Biden’s address to Congress last week and how the policy implications could impact portfolios and taxes.
Fiscal policy has...
Apr 28, 2021
Chris and Brian talk about speculative investments, including IPOs, venture capital, private equity, cryptocurrency. Speculative investing my have a place in some portfolios, but it can come with risk.
AMR addresses client questions that have come in through the mailbag - President Biden's Infrastructure plan and real...