Something More with Chris Boyd

Lessons from the Morningstar Investor Conference – After attending the Morningstar Investors Conference, Chris Boyd summaries lessons learned. Chris starts out by sharing a chance meeting with legend…

First half review of the markets – Chris Boyd and Jeff Perry welcome Brian Regan to the episode for a review of market returns for the first half of 2024. The conversation turns to a detailed analysi…

Misconceptions about your Money – Chris Boyd and Jeff Perry explore common misconceptions about money that can put your retirement plan in jeopardy. The conversation starts out with diversification d…

Retirement: Income and Taxes – Almost 20% of people over sixty-five are still working. In this episode, Chris Boyd and Jeff Perry discuss the various financial and emotional reasons that retirees con…

Gary Quinzel on Markets, Economy, and Election – Chris Boyd welcomes Gary Quinzel who is the Vice President of Portfolio Consulting with Wealth Enhancement Group. Gary offers his commentary on the re…

Behavioral Wealth and Personal Finance – Behavioral Wealth Specialists Cohen Taylor and Wendell Clarke join Chris Boyd and Jeff Perry for a lively discussion on how financial planners can best serve …

Pensions – Chris Boyd and Jeff Perry explore the various issues surrounding pension decision options. The in-depth dialogue starts off with a discussion a recent client was facing and how a range of …

Is Inflation Easing? – Brian Regan joins the episode with Chris Boyd and Jeff Perry to review the inflation data from the past week, including the Consumer Price Index and the Producer Price Index, b…

In this episode, Chris Boyd CFP®, CASL, CEPS catches up with Bob Powell CFP®, RMA® to discuss the pressing issue of financial exploitation, focusing on scams and schemes.

Bob Powell highlights the pr…

“R” or “D” who is better for your portfolio? – Do investors do better under a Republican or a Democrat President and Congress? How about when the federal government power is divided between the polit…

The work-from-home stocks – Brian Regan joins Chris Boyd and Jeff Perry for a conversation about the work-from-home pandemic era stocks, including Zoom, Twilio, and Peloton. The trio discusses how ea…

Feelings vs. Facts – As a follow up to a recent discussion about how the majority of Americans feel as if the economy is in a recession and the financial markets are struggling, Brian Regan joins Chr…

Memorial Day Weekend and In the News – With Memorial Day approaching, Chris Boyd and Jeff Perry reflect on the true meaning of Memorial Day. They highlight the Cape Cod Cares for the Troops event hap…

Duffy Health Center Update – Heidi Nelson, CEO of Duffy Health Center joins Chris Boyd and Jeff Perry with an update on Duffy’s efforts to prevent and serve the homeless individuals and families on C…

Best Night - Cape Cod – Chris Boyd and Jeff Perry welcome Bert Talerman, President of Cape Cod 5 Bank. The episode starts off with congratulations to Bert for being recognized with the Visionary Awar…

What is it worth? – How does one put a value on collaborating with a good financial advisor? Chris Boyd and Jeff Perry explore this question and more. Chris and Jeff begin the conversation by outlini…

8 Ways to become poor in your Retirement – Chris Boyd and Jeff Perry review an article which outlines common financial mistakes baby boomers are making in their retirement years (see link below). Hav…

Cape Cod Housing Challenges – Alisa Magnotta from the Housing Assistance Corp (HAC) of Cape Cod joins Chris Boyd and Jeff Perry to discuss the numerous housing related challenges in the region. Alisa…

Should you worry about a declining birth rate? –The world is at a startling demographic milestone. Sometime soon, the global fertility rate will drop below the point needed to keep population constan…

What is the economic data telling us? – Chris Boyd and Jeff Perry explore the financial data reports from the past week, including the Producer Price Index, Consumer Price Index, Retail Sales, and Co…