Mar 30, 2022

AMR's CEO, Chris Boyd, CFP®, is joined by IAR, Jeff Perry, JD, to go over and answer a client question on why their portfolio is looking downward. They cover the Ukraine war, rising interest rates, and other factors that create downward pressure on stock and bond markets. They discuss the benefits of maintaining a...

Mar 28, 2022

AMR's CEO, Chris Boyd, CFP®, is joined by Jeff Perry, JD, for the hour to discuss AMR's new Something More Mentoring program, which is a monthly educational on personal finance.  They further discuss rising interest rates, the role the government plays on U.S. free markets, and current economic conditions...

Mar 23, 2022

Jeff is joined by AMR's Chief Investment Officer, Brian Regan, CFA®, to review his market discussions on AMR's most recent Financial Planning webinar. He further shares his thoughts on current market environments in today's economic and geopolitical conditions.

Jeff and AMR's Marketing Director, Cathi Ingersoll,...

Mar 21, 2022

Host, Jeff Perry, JD, an Investment Advisor Representative for AMR, and Marketing Director, Cathi Ingersoll, open the show mentioning AMR’s most recent financial planning webinar and how to view it. They also discuss the current situation in Ukraine and cover ways we can help Ukrainians.

Jeff is then joined by special...

Mar 16, 2022

CEO, Chris Boyd, CFP®, is joined by AMR's Lead Financial Planner, Scott Birmingham, CFP®, to discuss things to think about as it relates to investing and planning for retirement during an inflationary period. 

After, Chris and Scott are joined by Mike Perna, CFP®, an Investment Advisor Representative at AMR. He...