Jan 29, 2024

While millions of Americans spend their working days dreaming about retirement, many fail to take the crucial financial steps they should before becoming a retiree.  Chris Boyd and Jeff Perry discuss a recent article (link below) titled, “Don’t even think about retiring until you have these three things paid off...

Jan 29, 2024

Brian Regan joins Chris Boyd and Jeff Perry for this segment. The conversations starts with how the stock market has been breaking records under the leadership of the Magnificent 7 stocks of Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla and whether they will continue to rule the market performance for...

Jan 26, 2024

In the News – Chris Boyd and Jeff Perry dig into some of the top stories in the news this past week. They begin their discussion with the latest report on Gross Domestic Product (GDP), which is the primary financial measure of all the goods and services produced in the United States. The recent report shows a...

Jan 26, 2024

12Chris Boyd introduces the topic of diversification in the world of personal financial planning. He reviews why diversification is a cornerstone practice for most investment portfolios.  Jeff Perry weighs in with comments regarding a recent news story (link provided below) which outlines how the Bill and Melinda Gates...

Jan 22, 2024

Do you know your income tax dates? – With the new year comes tax preparation

time. Chris Boyd outlines the key upcoming dates related to income taxes. Jeff Perry

joins Chris as the conversation goes into tax planning and making contributions to

retirement plans. The duo offers suggestions for when it is appropriate to...