Dec 31, 2020
Alisa Magnotta, CEO, Housing Assistance Corp., talks about the demand for housing on Cape Cod and the changes that they have made to operate during the pandemic. Their Workforce Housing Fund helps people who are facing housing challenges during this time.
Chris and Cathi talk about highlights from the 2020...
Dec 30, 2020
Brian reviews what’s in the Stimulus package and how the markets might react.
Chris reviews AMR’s Complimentary Portfolio Review – learn more at AMRfinancial.com.
Scott explains AMR’s 360 Financial Planning process – understanding your full financial picture to determine needed cashflow for various life...
Dec 23, 2020
Mike provides some year-end tax planning tips, including:
- Max out your retirement plan contributions
- IRA RMDs are not required this year
- IRS is allowing a $300 charitable gift deduction for standard filings
- If self-employed, consider making purchases before year-end and billing clients after year-end
Barbara Cotton,...
Dec 18, 2020
Chris and Brian talk about things to consider when purchasing individual stocks, including the company’s:
- market capitalization
- income statement
- gross margin
- operating margin
- earnings per share
- expected profit
Stocks should be considered as a long-term investment and part of a balanced portfolio.
Dec 16, 2020
What is a stock buyback? Brian, AMR’s CIO, explains how companies direct excess cashflow to capital reinvestment, shareholder dividends, and/or stock buybacks.
The AMR team discusses their holiday plans and tips for managing debt: use credit cards with low interest rates, always make at least the minimum payment, make...