What's the Buzz? Recent Lessons – Chris Boyd, Jeff Perry, and Russ Ball discuss the
economic and market news of the week, including the continued stock market volatility,
tariffs, the Federal Reserve, unemployment data, consumer sentiment, and inflation. The
trio outlines why having a financial plan is so critical in uncertain times. The
conversation goes on to a discussion about how people make investments decisions
within an employer-sponsored retirement plan, including the pros and cons that come
with using target date funds.
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr

 

Do I need to know about NUAs? - Andy Ives, CFP®, AIF® from Ed Slott and
Company joins Chris Boyd and Jeff Perry for an interesting conversation about Net
Unrealized Appreciation (“NUA”). NUAs are a powerful tool for people having
employer stock in company plans. The discussion digs into how the gains from an
employer stock program can be distributed according to the NUA rules and be subject to
long term capital gain taxes. Andy shares the “triggering” events of when the rules apply,
and common mistakes people make.
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr

 

GO SOMEWHERE - Colin Stroud – Travel expert and advisor on how to best use your
credit card points and airline miles Colin Stroud joins the AMR Team for a highly
informative and entertaining travel related episode. In this episode you will learn more
about why flexible bank cards are a favorite, should you use one credit card or many
cards to earn the most benefits, should you “buy points,” and what are arbitrage
opportunities? Chris and Kristen Boyd dig into these issues and more. You won’t want
to miss this episode if you are looking for money-saving tactics using your miles and
points!
To learn more about Colin Stroud, please visit his website:
https://www.gosomewhere.world/

For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr

 

What A Week! So, Is It Over? – With seemingly endless announcements on tariffs and
the related stock market volatility, Chris Boyd, Jeff Perry, and Brian Regan discuss what
a wise investor should do in the midst of the uncertainty. Chris and Jeff attempt to
summarize the recent developments of President Trump’s tariff policy. Chris plays a clip
from a previous episode where he and Professor Jeremy Siegel discuss whether a trade
imbalance is a good or a bad thing. Brian outlines tactical moves he has taken for clients.
Jeff shares the need to have a financial plan, and Chris discusses the Team’s asset
allocation strategy. Other issues debated in this episode include the impact on the dollar,
employment data, and what is really “free trade.”
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr

 

Attorney Keats Boyd joins Chris Boyd and Jeff Perry for a lively conversation on the recent tariff policies of the Trump administration and how they could relate to your estate planning. In addition
to tariffs, estate planning topics discussed include the “Golden Funnel,” multi-
generational wealth, estate taxes, income taxes, using a LLC for your estate planning, and
more.
To reach Attorney Keats Boyd, please call his office at 508-775-7800 or click the link
below:
https://www.boydandboydpc.com/

For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr

 

 Chris Boyd, Jeff Perry, and Russ Ball
discuss the breaking news of the new tariffs known as “Liberation Day” imposed by
President Trump. With the increased market volatility created by the Trump tariff
announcement, Chris, Jeff, and Russ discuss whether it is time to reduce exposure in the
stock market or is it time to add funds while the market is in correction territory. Chris

highlights that investors might wish to review their asset allocation. Jeff reviews that the
bond market has performed well in recent months and how this is a reminder that
investors can benefit from diversification among asset classes.
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr

 

Losing your parent is a profound event. While one will certainly suffer the emotional impacts, there are also important financial actions to take immediately. Protecting your parents’ legacy by managing their finances after their death is one of the most critical ways to honor their legacy. Chris Boyd, Jeff Perry, and Russ Ball discuss this sensitive issue and offer their own personal stories, thoughtful
advice and lessons. Chris also details about inheriting an IRA from a loved one and the
various rules surrounding beneficial accounts in general.
For additional information on this topic, please click the links below:

https://www.library-messages.com/c9de15f9-d73a-4df0-953d-174013937f10/resource-
center/estate/a-checklist-for-when-a-spouse-or-parent-passes

https://www.wealthenhancement.com/s/blog/what-to-do-after-a-parent-dies-
MCILZXAWMCNVEJHHPLEXZJDK5G54

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

 

Recession? – Chris Boyd welcomes Jeff Perry and Brian Regan for an in-depth
discussion whether the US economy is heading into a recession. Chris begins the
conversation with a detailed explanation of the definition of a recession, which may not
be as simple as it seems. The trio reviews recent related economic news, including the
potential impact of Trump tariffs, inflation, employment data, retail sales, potential of a
reduction in government spending, and consumer confidence. Brian offers his expert
commentary about the risks of an economic slowdown in the near future.
For more information or to reach Chris Boyd or Jeff Perry, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr

 

Social Security: To start or not to start, that is the question! – Deciding when to
claim your Social Security benefits might appear to be a simple decision, but making the
wrong decision can have a significant impact on your financial plan and your income
taxes. Chris Boyd, Jeff Perry, and Russ Ball have an in-depth discussion and respond to
the concept of taking Social Security at the earliest possible age and investing the
monthly benefit. Chris, Jeff, and Russ remind listeners that it is always best to seek the
advice of your financial advisor when making decision when to claim Social Security.
For more information or to reach Chris Boyd or Jeff Perry, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr