Preview Mode Links will not work in preview mode

Something More is a Financial Talk Show. 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. 

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 discusses the implications of year-end investing patterns and investing frustrations that arise during market down times. They later discuss whether well-known commentators are worth following.

Chris, Jeff, and Brian share what shows they are currently watching and more.