Something More with Chris Boyd

Are you thinking of planning a summer vacation? AMR discusses best practices for vacation savings and answers client questions about 401(k) transfer, etc. 

Chuck Nardozza, Managing Director of Travel…

Dave Sampson of Thrive Networks shares best cybersecurity tips. Businesses should have a comprehensive security framework including windows updates, data backups, data isolated outside of network, re…

Jeff Perry co-hosts with Chris. They discuss  Memorial Day being a day to remember vets who died in service or are MIA, and the history behind it.  

Chris, Mike, Jeff, Jeff, Scott, talk about all thi…

AMR reviews financial best practices for recent graduates, including develop a budget, don’t get into debt by chasing the latest shiny penny, manage credit responsibly, and start saving for retiremen…

Chris is joined by Brian Regan and Jeff Perry. They discuss these recent financial news events and their impact on the market:

• Activist investors on the Exxon Mobile Board
• Significant volatility in …

Chris and Keats talk about three tax proposals and how they may affect estate planning:

• President Biden’s Income Tax, Capital Gains, Social Security
• Sander’s For the 99.5% Tax Act
• Van Hollen’s Sensi…

F. Keats Boyd, President of Boyd & Boyd, PC, discusses the basics of estate planning, including the reasons to set up an estate plan and when/when not to use a Medicaid planning trust.

MAIN REASONS F…

When doing financial planning money is the how; what is really important is the why.

AMR’s 360 Financial Planning process helps clients look at all of the quantitative items impacting their finances,…

Asset Management Resources' Active Allocation process looks at numerous factors, including economic data and valuations, to see where opportunities and risk may be. We proactively adjust the portfoli…

The AMR team continues their discussion about spring cleaning finances.  This week they focus on investments, administrative tasks, and insurance, taxes, and estate planning.

Some of the best ways to…

Listen to what the AMR team has been itching to do once the pandemic has ended and what they don’t want to see revert to pre-pandemic times.

Chris, Brian and Jeff Perry comment on President Biden’s a…

Chris and Brian talk about speculative investments, including IPOs, venture capital, private equity, cryptocurrency. Speculative investing my have a place in some portfolios, but it can come with ris…

Chris and Brian review market conditions and portfolio designs from the latest AMR Quarterly Economic & Market Update webinar. They also talk about speculative investments, such as cryptocurrency, Ga…

The AMR team shares best practices on how to create a paycheck in retirement. They talk about social security, pensions, work retirement accounts, IRA RMDs, and more.

All of these individual income s…

Jenny Jackson of Coldwell Banker Barnes joins Chris to talk about the Nashville real estate market. Nashville has seen an influx of new homeowners during the pandemic. With the flexibility to work re…

Deborah Schilling of Willam Raveis joins Chris to talk about the real estate market on Cape Cod. Many people moved during the pandemic to attractive locations like Cape Cod, causing the real estate m…

Chris and Brian discuss the $2Trillion infrastructure bill and what's covered in it. F. Keats Boyd III, President of Boyd & Boyd P.C. joins to discuss the potential tax implications of the bill. 

Chr…