Jan 28, 2021

Chris continues the buying a home discussion with Annie Hart Cool of Sotheby’s International Realty Cape Cod and Ryan Tufts of Harbor One Mortgage. Their biggest advice is to know your financial limits and don’t jeopardize your credit score in advance of applying for a mortgage.

Chris, Cathi, and Scott discuss the...

Jan 25, 2021

Ceremonial milestones in our lives take #financialplanning. 

Did you know that the average cost of a wedding on Cape Cod is  $50,000? Annie Hart Cool, Justice of the Peace and realtor from Sotheby's International, joins to talk about wedding trends during the pandemic. 

Did you know that the median price for a home in...

Jan 20, 2021

AMR shares new year #financialplanning housekeeping tips: maximize plan contributions, update dependents, take delayed capital gains, rebalance portfolios, review insurance, take RMD if turning 72 or older this year, allocate funds across buckets, pay off debt, and automated savings contributions and debt payments.

Bill...

Jan 18, 2021

AMR recognizes Martin Luther King Jr. Day!

Chris and Brian review last quarter’s performance, and how the economy and other key considerations inform AMR’s portfolio decisions.

We are now in Act 2, where the government, stimulus, and vaccines are moving forward. There is a lot to be optimistic about, but there are...

Jan 13, 2021

AMR talks about principles for long-term investing: plan for a long life, identify your risk tolerance, volatility is expected, diversify and rebalance, and more.  

To help with the challenges in structuring an investment portfolio, especially in these uncertain times, AMR is offering a Complimentary Portfolio Review....