Jan 26, 2022

This hour, Chris is joined by Wealth Advisor, Jeff Tomaneng, CFP®, and Investment Advisor Representative, Mike Perna, CFP®, MBA, to talk about how how spouses should manage their incomes, discussing lifestyle choices together and the importance of communication. 

What does it mean to have life insurance? Why is it...

Jan 24, 2022

Host Chris Boyd, CFP®, CASL®, discusses AMR's Complimentary Portfolio Review limited offer, which is a two meeting process. At first, after gathering portfolio details, your goals and risk profile, AMR performs an analysis. The second meeting consists of suggestions, highlighting hidden risks and identifying areas...

Jan 19, 2022

Host, Investor Advisor Representative, Jeff Perry, JD, and Marketing Director, Cathi Ingersoll, talk about the benefits of joining our Economic & Market Update webinar on Wednesday, January 19th at 10AM ET. 

We are soon joined by AMR's Chief Investment Officer, Brian Regan, CFA®, who gives us market news, covering...

Jan 18, 2022

AMR's Investor Advisor Representative, Jeff Perry, JD, hosts the show, starting with a show overview, and acknowledging Martin Luther King Jr.'s birthday and playing "Did you know?" with Marketing Director Cathi Ingersoll.  

AMR's Wealth Advisor, Jeff Tomaneng, CFP®, joins and discusses feelings on retirement savings,...

Jan 12, 2022

AMR is offering a limited time Complimentary Portfolio Review for investors with $500,000 or more, consisting of a detailed analysis of your investments. Our experts will provide you observations and recommendations, including a comparison on how we would invest. 

Following, the team discusses 2021 Top News Stories,...