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Social Security and Medicare Educational Seminar

By on May 2, 2014 in AMR, Featured, Social Security with 0 Comments
Social Security and Medicare Educational Seminar

On June 3rd & 4th, Asset Management Resources, LLC will be hosting a dual seminar on Social Security and Medicare – an event not to be missed! Guest speakers Kurt Czarnowski and Susan Flanagan will offer important information and field your questions.    Topics Covered in this Seminar: Social Security Planning Tools How You Become […]

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10 Tips for finding a Financial Advisor

By on January 8, 2013 in AMR with 0 Comments
10 Tips for finding a Financial Advisor

Over the years, as the co-host of MoneyTrack (Pam Krueger) and a financial advisor and radio show host (Chris Boyd), they’ve heard from many consumers looking for tips on how to get the most out of their relationships with advisors. With both of their programs, Pam and Chris seek to help guide individual investors in […]

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Chris Boyd’s Boston.com Article

By on December 15, 2012 in AMR with 0 Comments

Preparing your finances for the fiscal cliff J. Christopher Boyd, CFP (Chris) is a leader in the Financial Planning Association of Massachusetts and host of a financial radio show on WXTK 95.1. He will be hosting a live Boston.com chat on Friday, Dec. 21 at 1 p.m. With only 17 days until next year, the […]

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Asset Management Resources is on the move, the week of Oct. 29, 2012.

By on November 1, 2012 in AMR with 0 Comments
Asset Management Resources is on the move, the week of Oct. 29, 2012.

We are moving the week of Oct. 29, 2012. The new office will be located in the Centerville Gardens at 1060 Falmouth Rd (Rte 28),Suite B2, Hyannis. The new office is down the road from our old office next to CVS. We will still be sharing space with the Law offices of Boyd & Boyd, P.C. […]

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Should I buy my life insurance through my employer or on my own?

By on September 27, 2012 in AMR, Newsletter Articles with 0 Comments
Should I buy my life insurance through my employer or on my own?

Many companies offer their workers employer-sponsored life insurance coverage as part of their employee benefits package. If you’re offered this opportunity, it may be in your best interest to accept. Buying life insurance through your employer can be a relatively inexpensive and hassle-free way to get some of the life insurance coverage you need.

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Michael Perna, CFP® joins AMR

By on September 27, 2012 in AMR, Newsletter Articles with 0 Comments
Michael Perna, CFP® joins AMR

The addition of Michael Perna, CFP® to Asset Management Resources, LLC (AMR,LLC) is now official. We are so excited to have Michael as part of our talented team of advisors. We met when we were both working for New York Life, over 20 years ago. We have remained friends and I jumped at the chance […]

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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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