Apr 24, 2017
For the first hour, Chris welcomes Bryan Whalen, Group Managing Director-U.S. Fixed Income from California! They discuss understanding the bond market, international economies and concerns surrounding liquidity in the bond markets during times of market stress. In the second hour, Chris welcomes the team from Heroes...
December 15, 2016 Kristin O'Malley-President and CEO of the Cape Cod Foundation
Apr 5, 2017
Chris welcomes Kristin O'Malley, President and CEO of the Cape Cod Foundation. She discusses the 6 different types of funds that are offered at the Foundation. They describe in detail one example; a "Donor Advised Fund." The Foundation focuses on engaging families from different generations in philanthropy. Kristin...
Apr 4, 2017
Chris welcomes co-host Mike Burton from Slade Mortgage to the show. Chris fields a bunch of great calls from listeners. Questions include: How to invest $30,000 windfall for a child, merits of refinancing wife's student loans and discussion on points surrounding credit cards and the hazards in being "overextended"....