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Archive for March, 2012

March 31, 2012 – Small Business challenges

By on March 31, 2012 in Radio Show with 0 Comments

Small business challenges with host Chris Boyd, CFP. Guest Cheryl and Rick Quast of Canning Service Station in East Sandwich, MA share the joys and challenges of a third generation family business. Lisa Lainne of Lisa Lainne Gifts in Bourne, MA shares with us the excitement of opening up her own gift shop (her life […]

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The Economy & Market Outlook:by Craig Alexander

By on March 26, 2012 in Uncategorized with 0 Comments
The Economy & Market Outlook:by Craig Alexander

One of the most interesting talks and most applicable to clients, were the comments by Craig Alexander, Chief Economist of TD Bank Group. Although these were not entirely his comments, the following are some thoughts I took away from his talk.

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AMR welcomes new Client Services Coordinator

By on March 26, 2012 in Uncategorized with 0 Comments

Everyone will be excited to know the good news that Christine Orbe has agreed to begin working for our firm as our Client Service Coordinator. Christine will be replacing Jennifer Stewart in our Hyannis office. Christine has been working in the financial services industry since 2006. She has worked with two other advisors on Cape […]

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AMR in Action

By on March 26, 2012 in Uncategorized with 0 Comments
AMR in Action

Seminars: AMR has been hosting a Four part Retirement Readiness Series. Our first, Social Security Strategies for Retirement: A Hit and Myth Proposition, was on Feb. 26, 2013. Kurt Czarnowski, the Social Security Administration’s former Regional Communications Director of New England was the speaker. Attendees left the seminar with a better understanding of the social […]

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Condoleeza Rice at the TDAI conference

By on March 26, 2012 in AMR with 0 Comments
Condoleeza Rice at the TDAI conference

Over the past few years, it does seem that Washington, DC has become a more relevant consideration when contemplating portfolio design and performance. Consequently, among the wealth of speakers at this event was Condoleeza Rice, the 66th Secretary of State (both the second woman and second African-American – though first African-American woman – to hold that cabinet […]

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Simpson & Bowles commentary at the TDAI Conference

By on March 26, 2012 in AMR with 0 Comments
Simpson & Bowles commentary at the TDAI Conference

Also, among the impressive list of speakers was Erskine Bowles (former Presidential Chief of Staff for Pres. Bill Clinton) and retired Senator Alan Simpson, the famed co-chairs of President Obama’s National Commission on Fiscal Responsibility and Reform.

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Take aways for your portfolio

By on March 26, 2012 in AMR with 0 Comments
Take aways for your portfolio

Some thoughts Alexander shared as to how his economic perspective may be applied to investment portfolio thinking.

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March 24, 2012 – Real Estate talk with guest Jack Cotton

By on March 24, 2012 in Radio Show with 0 Comments

Host Chris Boyd, CFP talks with prominent realtor Jack Cotton about the current state of the real estate market. What should you consider before buying or selling a home in today’s market? Plus the Slade Mortgage Minute.

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March 17, 2012 – Social Security Info., Goldman Sachs Unethical culture?, Mortgage Minute

By on March 17, 2012 in Radio Show with 0 Comments

Social Security expert Kurt Czarnowski of Czarnowski Consulting answers your social security questions. Professor of Business Ethics, Jim Post, from Boston University talking about the New York Times op-ed article “Why I am leaving Goldman Sachs.” and finally the Mortgage Minute with Mike Burton from Slade Mortgage.

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March 10, 2012 – Taxes, Divorce and the Stock Market, plus the Slade Mortgage Minute

By on March 10, 2012 in Radio Show with 0 Comments

Join host Chris Boyd, CFP® of Asset Management Resources, LLC as he discusses the market and taxes with Herb Montgomery of The Montgomery Financial Group. Then hear from Attorney Susan Huettner about divorce and family law issues. Followed by the Slade Mortgage Minute.

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