Jul 21, 2021
Do you have financial and personal goals? Jeff Perry and Jeff Tomaneng discuss SMART (Specific, Measurable, Attainable, Relevant, Time-bound) goals and why they are important.
Brian discusses how energy prices affect inflation and the markets. The oil sweet spot price is where marginal cost meets marginal demand;...
Jul 19, 2021
Scott reviews AMR's 360 financial planning process. This process intends to understand one's comprehensive picture in order to provide the best financial guidance in consideration of a clients financial and life goals.
Jeff and Cathi discuss National Give Something Away Day. Don't forget to tell us about your favorite...
Jul 14, 2021
Divorce is the 2nd most stressful thing that one can face in life. Scott talks about how to prepare financially before, during, and after. Get organized by pulling tax returns, bank statements, credit card statements, etc. It’s important to discuss Social Security, work pensions, homes, and other individual and...
Jul 12, 2021
Jeff Perry hosts for Chris this week. Sunday was World Population Day. Did you know there are 7.8BN people on Earth and 332M in the US?
Brian and Scott review highlights from AMR’s recent tax webinar. They discuss:
Jul 9, 2021
Bill Zammer, owner of the Flying Bridge and other local restaurants made a significant contribution to the Cape Cod community. In tribute to him, Chris plays a “Something More With Chris Boyd” radio segment from September 2008, in which he interviewed Bill regarding his success.