Dec 21, 2022

We are joined by the President and CEO of The Cape Cod Foundation, Kristin O’Malley, to explain the non-profit’s active role in the Cape Cod community. Being 33 years young, The Cape Cod Foundation is known as a “community foundation,” acting as a charitable community trust for the Cape Cod area. They work...

Dec 19, 2022

Host Chris Boyd, CFP®, and Jeff Perry, JD, are joined by fired-up Brian Regan, CFA®, this hour to talk about the recent rollercoaster week in the market. They start with CPI and explain how its report on Tuesday reflected on the Federal Reserve’s actions on Wednesday and what it all means. Brian explains how...

Dec 14, 2022

Host Chris Boyd, CFP®, and Jeff Perry, JD, discuss challenges that occur when investing in ESG, recent controversy, what diversity means as an investment firm, and the importance of making informed decisions.

CIO Brian Regan, CFA®, explains what a year-end Santa Clause rally is and what it means for markets. The Team...

Dec 12, 2022

Host Chris Boyd, CFP®, and co-host Jeff Perry, JD, are joined by Marketing Director Cathi Ingersoll to discuss the meaning behind “Something More.” Chris gives reflection to and explains what “Something More” means to him and shares how acting as a fulfillment facilitator, focusing on positive, educational,...

Dec 7, 2022

Host Jeff Perry, JD, is joined by President and CEO of the Cape & Islands United Way, Mark Skala, to speak about charitable giving this time of year, mentioning statistics that illustrate December as the largest donating month of the year. Mark shares the story of the United Way’s mission and the impact they make on...