Jul 28, 2025
Portfolio Pitfalls: 5 Mistakes You Can’t Afford to Make – Timing
the market, lack of
international equity exposure, taking on too much investment risk,
attempting to predict the
movement of interest rates, and lacking protection against
inflation are just some of the mistakes many investors can
make. Chris Boyd,...
Jul 25, 2025
Memories Over Money: A New Take on Wealth Transfer – Chris Boyd,
Russ Ball and Jeff
Perry dig into a wide variety of issues and conflicts concerning
how people plan and spend, or
don’t spend their accumulated wealth. Topics include funding a
college education, paying for
long-term care, or simply treating your...
Jul 21, 2025
When to Buy Municipal Bonds – Municipal bonds are debt
securities issued by governmental
entities to finance public projects like schools, highways, or
water systems. For investors seeking
stability and tax advantages, municipal bonds can be an appealing
component of a diversified
portfolio. However, as with any...
How to Stay Safe From Identity Theft and Cybercrime
Jul 18, 2025
How to Stay Safe From Identity Theft and Cybercrime – Chris Boyd
and Jeff Perry
welcome Jeff Lanza (see link below) to the podcast. Mr. Lanza was a
FBI Special Agent for
over 20 years, during which he investigated cybercrime, organized
crime, human trafficking, and
terrorism. Listen to an in-depth conversation on how...
Jul 14, 2025
OBBB Is Law, So What’s In It? – Chris Boyd and Jeff Perry get
into the weeds of the One Big
Beautiful Bill recently signed by President Trump. The episode
begins with a broad overview of
the Trump agenda that was included in the OBBB, including
additional funds for the military,
border security, and an extension of...