Oct 27, 2021

For National Retirement Security Week, the AMR team discusses retirement planning, giving tips on how to save and plan for your retirement with many factors to consider. 

Chris Boyd, CFP®, and Scott Birmingham, CFP®, speak on their CFP® certifications, how they started in the industry and how they became Certified...

Oct 25, 2021

AMR advisors provide their insight on these questions from the client mailbag:

• Will Roth IRA’s be taxed in the future?
• Are there any steps we can take to minimize our taxes in 2021/2022?
• Does it matter when we withdraw from our Required Minimum Distribution?

Chris and Jeff Perry discuss the implications of lower tax...

Oct 20, 2021

Chris and the AMR team discuss challenges the holiday season can bring to one’s financial picture, the use of credit compared to cash purchases, and how saving and budget planning can positively impact your holiday spending habits.

Do you own a pet or are you considering adding one to your family? The AMR team...

Oct 18, 2021

Chris Boyd and Brian Regan review Q3 portfolios, and Q4 market conditions and portfolio designs.

They discuss influences of COVID-19, inflation and growth, equity allocation, and fixed income allocation.

Oct 13, 2021

Chris is joined by Cathi Ingersoll and Jeff Perry as they look into the top ways to become a millionaire and the richest people in America.