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Financial Talk Show airing Saturdays at 3pm, Eastern on NEWSRADIO WXTK 95.1 FM Cape Cod. We call the program "Something More" so that we can talk about not only those important dollar and cents issues, but also the quality of life issues that make the money matters matter.  Not only do we speak about investment and planning concerns, but we often invite guests for interview. 

  1. All Episodes
  2. Ideas Adjusting your Stock and Bond Portfolio; Client Insurance Inquiry

Ideas Adjusting your Stock and Bond Portfolio; Client Insurance Inquiry

Sep 7, 2022

CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, open this hour continuing their discussion on a Wall Street Journal article, 20 Ideas for Adjusting Your Stock and Bond Portfolio. The topics covered were strategic asset allocation in volatile markets, dividend-growth stocks, making incremental shifts, investors timeline and more.

Chris and Jeff discuss a client insurance situation, explaining the commonality of expiring insurance and what considerations go into evaluating whether a person needs to renew and more.