Mar 31, 2021
AMR shares considerations for being tax efficient on your 2021 taxes, including withholdings, retirement plans, Health Savings Accounts, capital gains, investments, and annuities and insurance policies.
Mar 30, 2021
Maryanne Bombaugh, MD MSc MBA CPE, past President of MA Medical Society, joins Chris to check in on Covid-19 and the vaccines. They discuss: What do the trends indicate? How effective are the vaccines? Are they safe and being disseminated quickly enough? What do we think the pandemic will end?
Mar 29, 2021
AMR shares tax planning considerations, as well as Biden’s tax plan and the potential impact on the economy. Brian talks about rising bond interest rates and what drives the rates.
Mar 22, 2021
F. Keats Boyd, III, President of The Law Offices of Boyd & Boyd, P.C., joins Chris to share steps for establishing a stay-at-home plan for seniors: establish a revocable trust-based estate plan, a single-story living plan, and a care plan. They also discuss nursing home care, Covid-19, how Medicaid plans work, and...
Mar 12, 2021
AMR discusses some of decisions that people make need to consider when getting a new car.
Chris and Brian talk about the four distinct asset areas in the market today: Bubble, Cheap, Fair Value, and Expensive Strong Company.