Oct 31, 2022

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, get into discussion of Long-term care planning and how to incorporate long-term care considerations in your financial plan.

Joining Chris and Jeff is Bob Vandy, President of Advisor Insurance Brokers, to discuss how to manage and deal with long-term care risks.

Oct 26, 2022

Joining us is Tim O’Connell, Founder and President of Tommy’s Place, which is a non-profit that acts as a vacation home for kids fighting cancer. Tim shares his story how of what led him on this journey and how he made his dream to help families fighting cancer a reality. Named after the Founder of the Falmouth Road...

Oct 24, 2022

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, get into a client inquiry that makes a case for investments in gold stemming from fear in current market conditions. Chris advises against making decisions based on fear and cautions listeners on guarantees with an annuity example.

Jeff gives a market update on employment...

Oct 19, 2022

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, are joined by Barbara Cotton, Executive Director of the American Red Cross, to discuss the local chapter’s involvement in the community and greater areas around the world. She explains and gets into their contributions in helping the Cape Cod community and broader...

Oct 17, 2022

CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and CIO Brian Regan, CFA®, dig into the release of recent CPI data for September. Brian shares good and bad news, and focuses on the medical services and shelter measurements of CPI, its effects, and how the Federal Reserve can respond.

What can we do as investors? Brian talks...