Jan 31, 2022

Team AMR discusses market fluctuations, from the most recent Fed meeting to what is going on in Eastern Europe and economic consequences of geopolitical tensions.

Chief Investment Officer, Brian Regan, CFA®, gets into investing in bonds and REITs, what they both mean and what investing in them looks like. 

Team AMR...

Jan 26, 2022

This hour, Chris is joined by Wealth Advisor, Jeff Tomaneng, CFP®, and Investment Advisor Representative, Mike Perna, CFP®, MBA, to talk about how how spouses should manage their incomes, discussing lifestyle choices together and the importance of communication. 

What does it mean to have life insurance? Why is it...

Jan 24, 2022

Host Chris Boyd, CFP®, CASL®, discusses AMR's Complimentary Portfolio Review limited offer, which is a two meeting process. At first, after gathering portfolio details, your goals and risk profile, AMR performs an analysis. The second meeting consists of suggestions, highlighting hidden risks and identifying areas...

Jan 19, 2022

Host, Investor Advisor Representative, Jeff Perry, JD, and Marketing Director, Cathi Ingersoll, talk about the benefits of joining our Economic & Market Update webinar on Wednesday, January 19th at 10AM ET. 

We are soon joined by AMR's Chief Investment Officer, Brian Regan, CFA®, who gives us market news, covering...

Jan 18, 2022

AMR's Investor Advisor Representative, Jeff Perry, JD, hosts the show, starting with a show overview, and acknowledging Martin Luther King Jr.'s birthday and playing "Did you know?" with Marketing Director Cathi Ingersoll.  

AMR's Wealth Advisor, Jeff Tomaneng, CFP®, joins and discusses feelings on retirement savings,...