Jan 31, 2025
To convert or not…that is the question – If the title of this
podcast captured your attention, let
us be clear from the outset that there will not be any religious
recruitment efforts forthcoming.
What we will be digging into is the question of whether you should
convert some or all of your
assets from a traditional...
Jan 27, 2025
Will your wishes be followed – Inspired by the HBO/MAX series
The PITT, Chris Boyd, Jeff
Perry, and Russ Ball discuss the need for a comprehensive estate
plan and how families can sadly
be torn apart without appropriate planning. Jeff reviews the
foundational documents of an estate
plan. Chris and Russ outline the...
Jan 24, 2025
Navigating life’s milestones – Chris Boyd opens this episode
with sharing a personal story
concerning the recent passing of his first financial planning
client. Chris, Jeff Perry, and Russ
Ball discuss how working with a financial planner in the different
seasons of life can provide
great benefit. The trio offers...
Jan 20, 2025
Trump’s Taxes, Tariffs, Immigration & the Market – With the inauguration of President Trump, the focus is shifting from political rhetoric to actual governing. Chris Boyd, Jeff Perry, and Russ Ball dig into the likely economic policies of President Trump and how they may impact the financial markets. Topics...
Jan 17, 2025
Dogs of the Dow – In this episode, Chris Boyd and Team AMR look
into the Dogs of the Dow
strategy where an investor annually invests in the ten stocks with
the highest dividend yield
listed on the Dow Jones Average. Senior Portfolio Manager Brian
Regan offers commentary of
why this strategy is not the best option for...