May 12, 2025

BUFFETT! – With the recent retirement announcement from Warren Buffett, Chris
Boyd, Jeff Perry, and Brian Regan reflect on the amazing life and the many financial
lessons of Warren Buffett. Brian leads the conversation with a brief biographical
summary of Buffett’s early years and reflections of how...

May 9, 2025

Yellin & the News – After attending the CFA Society of Boston Annual Market Dinner,
Chris Boyd offers his thoughts from Janet Yellen’s keynote speech. Chris reviews
Yellen’s negative views on broad-based tariffs and other policies of President Trump.
Jeff Perry joins the conversation as it shifts to other items...

May 5, 2025

Raising a financially literate child – Jeff Perry and Russ Ball offer suggestions and
commentary about positive way to pass on personal finance lessons and values to your
children through various stages of development. Jeff & Russ discuss the importance of
positive role modeling (or at least not negative),...

May 2, 2025

Annual reviews and why you need one – You have probably heard all the reasons why
you need a comprehensive financial plan. In this episode Jeff Perry and Russ Ball
discuss why it is critical to review your plan at least annually. Topics covered include
responding to life changes, investment objectives, time...

Apr 28, 2025

Mr. Market is both charming and bipolar – With all the recent volatility in the stock
market, Jeff Perry and Russ Ball discuss a recent article published in BottomLine
magazine which highlights the investing lessons from Benjamim Graham, who authored
“The Intelligent Investor” in 1949. Jeff & Russ outline the...