By Geoff Spillane email@example.com The Cape and Islands have long been recognized as a summer vacation destination for well-heeled visitors, second-home owners, and retirees, but it’s not often considered a place where year-round residents earn million-dollar incomes. A recent report by the Massachusetts Department of Revenue could change that perception. The report, issued in January, […]
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 […]
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 […]
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. […]
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.
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 […]
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 […]
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.