Something More With Chris Boyd Show Podcasts

CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, connect this first hour on current market landscapes and what certain economic and federal outcomes can mean for investors. The Team brings up the topic of supply chain disruptions in the semiconductor chip space, and mentions the effects on the chip industry from geopolitical tensions in Taiwan. The Team gets into legislative discussion on the inflation reduction act. They cover the effects this act has on investors.

This hour, we are joined by Christine Benz, Morningstar's Director of Personal Finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances, and Jeffrey Ptak, CFA®, Morningstar's Chief Ratings Officer; both are hosts of The Long View podcast. They share insights about what's happening in the world of personal finance, the valuation of markets, how to evaluate ESG and more. Podcast: https://www.morningstar.com/podcasts/the-long-view LinkedIn: Christine Benz - https://www.linkedin.com/in/christine-benz-b83b523 Jeffrey Ptak - https://www.linkedin.com/in/jeffrey-ptak-cfa-5977978 Twitter:  Christine Benz - @christine_benz  Jeffrey Ptak - @syouth1 *Episode recorded on Thursday, August 4th, 2022*

CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, have an economic discussion in this hour. Brian gives a July market retrospect, discussing market drivers like earning reports, slowing inflation, a long-term interest rate outlook, and more. Brian shares thought provoking emotional biases and cognitive errors investors can have toward their investments.

Team AMR opens the hour discussing fear-based decision-making in the midst of tough market environments, and how to best alleviate financial stresses. They cover common mistakes investors make and go over a GOBankingRates article, "8 Purchases Retirees Almost Always Regret." Budgeting and stress-testing your financial plan to minimize mistakes and regrets during retirement grows in discussion.

CEO, Chris Boyd, CFP®, and IAR, Jeff Perry, JD, jump into economic discussion, talking about Q2 GDP, a recession, the Federal Reserve, financial news, and more. Chris and Jeff are joined by Loan Officer Savannah Fabbio from Shamrock Home Loans, Inc. to discuss the economic and interest rate environment and how they effect home mortgages and the real estate market.

CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and Lead Financial Planner, Scott Birmingham, CFP®, talk about the down market and discuss what millionaires typically do when in Bear Market territory. The Team covers AMR's financial planning process, explaining the attention AMR puts in when forming and stress testing a financial plan. Chris brings up the importance of understanding the client's circumstances. Scott describes what a Monte Carlo simulation is and why it is helpful.

CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA, discuss and give context to the causes and reasons for inflation and its effects on the economic environment. Brian covers the difference between Headline and Core inflation and why it matters. Brian gets into the bond yields, mentioning the implications and logistics of investing in high yield bonds. He shares his outlook on the stock and bond markets, the federal reserve, interest rates, mortgage rates and more.

IAR, Jeff Perry, JD, and Wealth Advisor, Jeff Tomaneng, CFP®, discuss investor psychology, covering client sentiment, consumer confidence, recency bias and behavioral finance. They get into tips on coping with inflation, mentioning to be more mindful on your wants, finding substitutes for activities, finding a side job and more. They also discuss options to consider for your retirement accounts when you change jobs, advising taking control of your money in your plans.

Jeff Perry & Brian Regan discuss inflation (Core vs. Headline) and the PCE price index, which the Federal Reserve prefers for economic analysis. They talk about the USD strength relative to interest rates around the world and the international trade balance. Brian’s latest article “Finding Your Financial Advisor” was recently published on The Street. In this article he emphasizes that a good financial advisor will help you determine your risk preference and invest within in.

IAR and Host, Jeff Perry, JD, and Co-host and CEO, Chris Boyd, CFP®, are joined by AMR's Lead Financial Planner, Scott Birmingham, CFP®, to discuss ways you can prepare for retirement. Scott explains the complexity behind the amount of money you should save for retirement and what variables you should consider. Wealth Advisor, Jeff Tomaneng, CFP®, joins the conversation about bucket strategies - creating diverse money buckets for your various financial needs and foreseen expenses. Chris and Jeff get into life insurance, covering how to decide whether a person needs it or not, how much life insurance a person needs, renting vs owning life insurance, types of life insurance, and how to do it in the context of a financial plan.

Investment Advisor Representative and Host, Jeff Perry, JD, and co-host and AMR CEO, Chris Boyd, CFP®, are joined by CIO, Brian Regan, CFA®, as they cover a market outlook. They touch on bear market territory, inflation, the Federal Reserve, changing dynamics and more. Jeff and Chris are joined by AMR's Lead Financial Planner, Scott Birmingham, CFP®, to discuss all things retirement. How much do you need? How much should you save? What does the average American do?  Chris gives a lesson on making decisions out of fear. Scott discusses the Financial Planning process AMR goes through as they get to know their clients and what facets are important to focus on.

CEO and Host, Chris Boyd, CFP®, and Director of Marketing, Cathi Ingersoll, are joined by Linda Peters, Co-Chair of Fan Relations for the Falmouth Commodores of the Cape Cod Baseball League (CCBL). She discusses the originations of the league, how college athletes get into the CCBL, and how the league is perceived by the MLB. Chris, Cathi and the team get into Fourth of July festivities on Cape Cod and their favorite summer pastimes. "It's not summer until..." 

This July 4th weekend, CEO, Chris Boyd, CFP®, and IAR, Jeff Perry, JD, touch on AMR's involvement in the community and with organizations that benefit the community at large. Chris and Jeff give a briefing on stock, bond and crypto market conditions, mentioning the oddity that both stocks and bonds are in decline. They shed light on the implications of inflation, the Federal Reserve’s response, Ukraine’s War, and more. Chris gives some tips and acknowledgements for investors in today’s markets and ideas on how to prepare to fight inflation.

Kristen Mitchell Hughes, VP of Tourism Marketing for the Cape Cod Chamber of Commerce, promotes Cape Cod events that are occurring on Cape Cod for the Fourth of July and the summer time. CapeCodchamber.org

Host and CEO, Chris Boyd, CFP®, is joined by co-host, Annie Hart Cool, Real Estate Professional at Sotheby’s International Realty, and guests Kurt Raber, Owner/Partner of Catalyst Architecture / Interiors Inc., and Paul Tardif, Esq. P.C., Attorney at Tardif Law. They discuss Cape Cod housing matters, such as zoning, "the lost middle", home financing, and changing dynamics. Annie Hart Cool - https://anniehartcoolteam.com/ Kurt Raber - https://catalystarchitects.com/ Paul Tardif, Esq. P.C. - https://www.tardiflaw.com/

Host and CEO, Chris Boyd, CFP®, is joined by a panel of housing experts to discuss Cape Cod housing issues to opportunities. Joining is CEO of Housing Assistance Corporation (HAC), Alisa Magnotta, Real Estate Professional with Sotheby's International Realty, Annie Hart Cool, and President & CEO of Murray & MacDonald Insurance Services, Douglas MacDonald. Their expertise in the market creates an in-depth discussion between panel members on the logistics of the Cape Cod housing community and market. Alisa Magnotta - https://haconcapecod.org/ Annie Hart Cool - https://anniehartcoolteam.com/ Douglas MacDonald - https://riskadvice.com/  

Chris and Jeff open the second hour talking about market environments, investments, and financial planning, giving their audience food for thought during down markets. Chris shares clips from a recent interview he hosted with JP Morgan’s Chief Global Strategist, Dr. David Kelly, discussing current economic outlooks and insights for the common investor.

CEO, Chris Boyd, CFP®, and IAR, Jeff Perry, JD, discuss core and headline inflation and how the Federal Reserve is dealing with it, getting into the implications inflation has on various markets (stock, bond, energy, labor, crypto). They further cover how geopolitical conditions attribute to the change of dynamics in the west.  Chris takes two on-air calls and gives his outlook on crypto investments and long-term investing. 

IAR and Host, Jeff Perry, JD, is joined by Paul Niedzwiecki, CEO of the Cape Cod Chamber of Commerce, to discuss current economic environments on Cape Cod. They talk about systemic problems on housing and the economy, mentioning labor supply shortages, population shifts, bridges, energy initiatives, and the Blue Economy. Paul explains how the Chamber is working to better such projects and programs, and gives his 2022 summer projects. Director of Marketing, Cathi Ingersoll, and Lead Financial Planner, Scott Birmingham, CFP®, review AMR's most recent Financial Planning webinar, discussing key points from the team and guest speakers. Scott answers a client question on whether converting a Roth IRA during a down market is a wise decision.

IAR and Host, Jeff Perry, JD, is joined by CIO, Brian Regan, CFA®, as they discuss stock market conditions. Brian describes a preferred long-term outlook one should have at this moment in time, mentioning behavioral biases that are noticed in difficult market environments. They discuss the difference between headline and core inflation, mentioning the Federal Reserve and geopolitical tensions abroad. Director of Marketing, Cathi Ingersoll, and Lead Financial Planner, Scott Birmingham, CFP®, uncover a list of 2022 travel trends while discussing how travel and vacation fit into your financial plan.