Jan 18, 2022
AMR's Investor Advisor Representative, Jeff Perry, JD, hosts the show, starting with a show overview, and acknowledging Martin Luther King Jr.'s birthday and playing "Did you know?" with Marketing Director Cathi Ingersoll.
AMR's Wealth Advisor, Jeff Tomaneng, CFP®, joins and discusses feelings on retirement savings,...
Jan 12, 2022
AMR is offering a limited time Complimentary Portfolio Review for investors with $500,000 or more, consisting of a detailed analysis of your investments. Our experts will provide you observations and recommendations, including a comparison on how we would invest.
Following, the team discusses 2021 Top News Stories,...
Jan 10, 2022
CEO Chris Boyd, CFP®, CASL®, CEPS and Chief Investment Officer Brian Regan, CFA®, look back at a 2021 market performance - showing a great year of market production and how to perceive markets ahead.
AMR is offering a limited time Complimentary Portfolio Review for investors with $500,000 or more, consisting of a...
Jan 5, 2022
It's a new year and time for new resolutions. The AMR team shares theirs and Nancy Hardway, President, Listening2Leaders, discusses how to set goals and make them stick. AMR discusses top news events of 2021.
Jan 3, 2022
To kick-off the 2022, Chris offers AMR’s Complimentary Portfolio Review (a limited time offer).
The Complimentary Portfolio Review is a two-meeting process. In the first meeting, information about your finances and goals is reviewed. AMR puts together a thoughtful analysis. In the second meeting, we indicate what is...