Jul 28, 2025

Portfolio Pitfalls: 5 Mistakes You Can’t Afford to Make – Timing the market, lack of
international equity exposure, taking on too much investment risk, attempting to predict the
movement of interest rates, and lacking protection against inflation are just some of the mistakes many investors can make. Chris Boyd,...

Jul 25, 2025

Memories Over Money: A New Take on Wealth Transfer – Chris Boyd, Russ Ball and Jeff
Perry dig into a wide variety of issues and conflicts concerning how people plan and spend, or
don’t spend their accumulated wealth. Topics include funding a college education, paying for
long-term care, or simply treating your...

Jul 21, 2025

When to Buy Municipal Bonds – Municipal bonds are debt securities issued by governmental
entities to finance public projects like schools, highways, or water systems. For investors seeking
stability and tax advantages, municipal bonds can be an appealing component of a diversified
portfolio. However, as with any...

Jul 14, 2025

OBBB Is Law, So What’s In It? – Chris Boyd and Jeff Perry get into the weeds of the One Big
Beautiful Bill recently signed by President Trump. The episode begins with a broad overview of
the Trump agenda that was included in the OBBB, including additional funds for the military,
border security, and an extension of...

Jul 11, 2025

Focus on the 2nd Half – As we enter the second half of 2025 with the stock market at record high
levels, Senior Portfolio Manager Brian Regan joins Chris Boyd and Jeff Perry for a detailed
review of the first half of the year and an outlook for the remainder of 2025. With a focus on
valuation metrics, Brian offers...