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Financial Talk Show airing Saturdays at 3pm, Eastern on NEWSRADIO WXTK 95.1 FM Cape Cod. We call the program "Something More" so that we can talk about not only those important dollar and cents issues, but also the quality of life issues that make the money matters matter.  Not only do we speak about investment and planning concerns, but we often invite guests for interview. 

  1. All Episodes
  2. Client Portfolio Question; Tax Traps

Client Portfolio Question; Tax Traps

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 diverse portfolio through strategic asset allocation.

AMR's IAR, Mike Perna, CFP®, joins the show to unravel hidden tax traps and mistakes people make when filing their taxes. He also shares tips on how to avoid these tax inconeveniences.