Jun 22, 2022
Chris and Jeff open the second hour talking about market environments, investments, and financial planning, giving their audience food for thought during down markets.
Chris shares clips from a recent interview he hosted with JP Morgan’s Chief Global Strategist, Dr. David Kelly, discussing current economic outlooks...
Jun 21, 2022
CEO, Chris Boyd, CFP®, and IAR, Jeff Perry, JD, discuss core and headline inflation and how the Federal Reserve is dealing with it, getting into the implications inflation has on various markets (stock, bond, energy, labor, crypto). They further cover how geopolitical conditions attribute to the change of dynamics in...
Jun 15, 2022
IAR and Host, Jeff Perry, JD, is joined by Paul Niedzwiecki, CEO of the Cape Cod Chamber of Commerce, to discuss current economic environments on Cape Cod. They talk about systemic problems on housing and the economy, mentioning labor supply shortages, population shifts, bridges, energy initiatives, and the...
Jun 13, 2022
IAR and Host, Jeff Perry, JD, is joined by CIO, Brian Regan, CFA®, as they discuss stock market conditions. Brian describes a preferred long-term outlook one should have at this moment in time, mentioning behavioral biases that are noticed in difficult market environments.
They discuss the difference between headline...
Jun 8, 2022
Host and CEO, Chris Boyd CFP®, is joined by members of the AMR team to discuss risk tolerance and how it plays a big role on what kind of investor you are. They mention client expectations and how behavioral coaching is a part of their job.
After, Senior Vice President of The Federal Savings Bank, Bob Tranchell, joins...