Bulls, Bears, and Pigs – After two years of strong market gains, many investors are
wondering if a decline in stock prices is on the horizon. Chris Boyd, Jeff Perry and Russ
Ball discuss market history and what constitutes normal market behavior. Jeff shares a
personal financial move he recently made and reminds listeners of the old saying that
“Bulls make money, Bears can make money, and Pigs get slaughtered.” Chris shares his
guidance on having the proper allocations considering your risk tolerance. The trio also
discusses a pension question and how other issues like health insurance and legacy
planning play into the decision-making process for your pension options.
The AMR Team is seeking your opinions on the Something More podcast. To participate
in our survey, please click the link below: https://lnkd.in/ekcsvPaM

For more information or to reach Chris Boyd, Russ Ball or Jeff Perry, click the following
link: https://www.wealthenhancement.com/s/advisor-teams/amr

 

Beware of Frauds and Scams – Chris Boyd and Jeff Perry focus this episode with an update on recent methods that criminals are using to steal your funds and your identity.  Chris and Jeff begin by discussing the growing use of Artificial Intelligence (AI) to trick victims into providing personal information.  Other topics covered are spoofing, phishing, and customer service fakes.  The conversation turns to methods to safeguard against becoming an identity theft victim, including credit freezes, requesting fraud alerts, enrolling in multifactor authentication, and checking your bank and credit card statements.

 

The AMR Team is seeking your opinions on the Something More podcast.  To participate in our survey, please click the following link:  https://lnkd.in/ekcsvPaM

For more information or to reach Chris Boyd, Russ Ball or Jeff Perry, click the following link:  https://www.wealthenhancement.com/s/advisor-teams/amr

Small Business Saturday and Giving Tuesday – With the holiday season being in full swing, Chris Boyd, Jeff Perry, and Russ Ball start of with a discussion on how to manage the financial pressures that many people face during the holiday season.  Jeff shares his thoughts on budgeting and low-cost gift giving.   Chris next emphasizes the importance of supporting local businesses during the holiday shopping season.  The dialogue flows to the dominance of online shopping.  The trio discuss Giving Tuesday and Chris outlines various financial and tax planning techniques which allow for the most efficient and effective charitable giving.

The AMR Team is seeking your opinions on the Something More podcast.  To participate in our survey, please click the link below:  https://lnkd.in/ekcsvPaM

For more information or to reach Chris Boyd, Russ Ball or Jeff Perry, click the following link:  https://www.wealthenhancement.com/s/advisor-teams/amr 

Mail Bag with Brian Regan – Senior Portfolio Manager Brian Regan joins Jeff Perry
and Russ Ball to answer client questions. The episode begins with Brian responding to a
70-year-old client who has approximately $100K in Verizon stock and very much enjoys
the dividend of 6.5%. Brian provides the pros and cons of having such a concentrated
position. The next client question comes from a couple in their 40’s who are saving for
retirement primarily using 401Ks. They want to know if they should add international
stock funds to their retirement accounts. Brian shares why this is a good idea despite a
recent history of lagging returns for international funds.

The AMR Team is seeking your opinions on the Something More podcast. To participate
in our survey, please click the following link: https://lnkd.in/ekcsvPaM

For more information or to reach Chris Boyd, Russ Ball or Jeff Perry, click the following
link: https://www.wealthenhancement.com/s/advisor-teams/amr

 

The Future of You – Co-founders of “The Future of You” Nan Ives and Lisa Stornaielo
join Jeff Perry and Russ Ball for a non-financial planning discussion focusing on how
someone in retirement should Rebalance Your Life, Connect to Your Purpose, Activate
“ReTRYmen” and Launch Your Life Plan. Nan and Lisa share their experiences with
how their clients work through the opportunities and challenges they face when they step
away from their full-time careers.

To find out more about The Future of You, click the link below:
https://www.thefutureofyou.com/

The AMR Team is seeking your opinions on the Something More podcast. To participate
in our survey, please click the link below: https://lnkd.in/ekcsvPaM

For more information or to reach Chris Boyd, Russ Ball or Jeff Perry, click the following
link: https://www.wealthenhancement.com/s/advisor-teams/amr

 

Lessons from clients – Chris Boyd, Jeff Perry, and Russ Ball review a variety of
commonly discussed client financial planning issues. With the rise of stock prices in
companies such as Nvidia, some investors find themselves with a sizable portion of their
investment portfolio concentrated in a single holding. Chris leads the discussion of the
best moves for such investors. The trio next reviews the challenges many people face in
accurately predicting their retirement cash flow. The trio discusses challenges and
methods of putting together an accurate financial plan.

The AMR Team is seeking your opinions on the Something More podcast. To participate
in our survey, please click the link below: https://lnkd.in/ekcsvPaM

For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr

 

Year-end tax planning – With the end of the calendar year fast approaching, Chris Boyd,
Jeff Perry, and Russ Ball discuss strategic tax planning topics. Topics covered include,
RMDs, charitable giving, tax-loss harvesting, IRA contributions, tax deductions, and
long-term tax planning. For listeners who would like a complimentary 2024 Tax
Planning Checklist, they may contact Team AMR at the link below.

The AMR Team is seeking your opinions on the Something More podcast. To participate
in our survey, please click the link below: https://lnkd.in/ekcsvPaM

For more information or to reach Chris Boyd or Jeff Perry, click the below link:

https://www.wealthenhancement.com/s/advisor-teams/amr

 

Where are Mortgage Rates headed? – Robert Foos, President of Sparrow Mortgage
discusses the current state of the home mortgage market with Chris Boyd and Jeff Perry.
The conversation starts off with the likely impacts for mortgage rates due to the recent
election. Robert answers questions regarding the mortgage application process, debt to
income ratios, types of income that qualify for a mortgage, self-employment situations,
and programs for first time homebuyers. At the end of the segment, Robert mentions
community events in the Falmouth area that he is involved with (see links below).
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr

To reach Robert Foos, Sparrow Mortgage, or the events mentioned, see the links below:
https://sparrowmortgage.com/

Katie's Cure
https://www.katiescureals.com/

Sip & Shop Small
www.facebook.com/photo/?fbid=1072818018186092&set=pb.100063737103399.-
2207520000

 

The Case for International Investing with Nick Paul, MFS – Nicholas J. Paul, CFA
who serves as the Equity Portfolio Manager for MFS joins Chris Boyd and Jeff Perry for
an in-depth discussion about using mutual funds for international investing. Related
topics covered include the potential impacts from the recent election, the growing
national debt, tariffs, deglobalization, emerging markets, and currency risk. During the
episode Chris and Nick also discuss the benefits of active management for international
investing.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr