Providing personalized investment services to those intent on enjoying a secure retirement.

Archive for February, 2015


By on February 23, 2015 in Market Week with 0 Comments

The Markets Reprieve relief: Even a temporary agreement about Greek debt helped equities edge upward. Friday‘s relief rally gave the S&P 500 its third straight week of gains, though the Nasdaq continued to lead the pack. Meanwhile, as oil prices remained relatively stable at roughly $50 a barrel, the benchmark 10-year Treasury yield rose.

Continue Reading »

February 21, 2015- Mike Burton Hosts

By on February 21, 2015 in Radio Show with 0 Comments

Mike Burton of Slade Mortgage hosts the show this week while Chris is on vacation. He is joined by Cheryl Kramer of Housing Assistance Corp, who talks about the variety of educational programs which HAC offers: budgeting, first time home buyers, reverse mortgages, and foreclosure counseling. Mary Lou Palumbo of the Mashpee Chamber of Commerce […]

Continue Reading »


By on February 17, 2015 in Market Week with 0 Comments

The Markets Domestic equities continued to shake off their winter chill as the S&P 500 and Russell 2000 squeaked into record territory once again. The Dow industrials rose above 18,000 for the first time since New Year’s Eve, and the Nasdaq’s 3% gain put the index at its highest level since March 2000. Meanwhile, oil […]

Continue Reading »

February 14, 2015 – The Men of AMR

By on February 14, 2015 in Radio Show with 0 Comments

The men of AMR are featured on this week’s edition of Something More. Chris is joined by colleagues Michael Perna and Seth Kaye for market observations and commentary. But first they are joined by Dave Augustinho of the Cape and Islands Workforce Investment Board, a local resource which helps monitor and improve the local workforce […]

Continue Reading »

February 7, 2015 – State of the Cape

By on February 10, 2015 in Radio Show with 0 Comments

Chris has a panel of prominent women on today’s show to discuss the State of the Cape. Special guests Representative Sarah Peake, Cheryl Bartlett, Anne Van Vleck, and Wendy Northcross join him in lively discussion. Topics for the panel include the “Shape the Cape” survey, the regional drup epidemic, the Pilgrim Power Plant, the possibility […]

Continue Reading »


By on February 9, 2015 in Market Week with 0 Comments

The Markets Hit the reset button: A rebound in the price of oil and some promising economic data helped equities recoup their losses of the week before, returning them to roughly even for the year. As oil rose above $50 a barrel once again and investors regained confidence in equities, the yield of the benchmark […]

Continue Reading »


By on February 3, 2015 in Monthly Commentary with 0 Comments

The Markets (Un)Happy New Year: Fresh uncertainties in Europe, slowing economic growth, anticipation of a looming Federal Reserve rate hike, and a stronger dollar all contributed to a volatile month for equities. The losses weren’t good news for believers in the January Effect (the idea that equities’ behavior in January suggests what might happen during […]

Continue Reading »


By on February 3, 2015 in Market Week with 0 Comments

The Markets The strength of the U.S. dollar contributed to weak Q4 earnings reports from some major blue-chip companies that earn a substantial portion of their revenues overseas. That in turn contributed to more losses for equities across the board, with the Dow and S&P 500 suffering the most. As a result, investors continued to […]

Continue Reading »

January 31, 2015 – Keats Boyd Co-hosts

By on February 2, 2015 in Uncategorized with 0 Comments

Chris is joined by his brother, attorney Keats Boyd, on this week’s edition of Something More. They discuss the blizzard, the markets, politics, and estate planning. Keats shares information about the Boyd and Boyd starter plan and IRA trusts. Listen Here

Continue Reading »