Team AMR discusses recent stock market volatilities due to the new COVID variant and how it impacts the bond market simultaneously. Year end planning with tax-loss harvesting is mentioned, seeing the tax benefits of taking a loss in the market.

Following, investment basics with Exchange Traded Funds (ETFs). Our team of experts explains what an ETF is, how it differs from mutual funds, and their tax implications associated.

The team gets together for another investment basics segment, digging into the investment vehicle of mutual funds. Chris and the gang discuss different kinds of mutual funds, and the growth and evolution of products.

Furthermore, the team discusses the legitimacies of Washington's Infrastructure Bill and the Build Back Better plan. The talk moves towards Environmental Social Governance (ESG) investing and what to think about for ESG initiatives.

AMR team members Cathi Ingersoll, Director of Marketing, and Mike Perna, CFP®, Investment Advisor Representative, share their career stories and how they joined our firm.

Annalee Kruger, Founder & President of Care Right, Inc., joins us to talk about why planning for the aging process is so critical. This featured segment serves as a prelude to our December 1st Webinar.

This week, AMR's Jeff Perry, JD, and Chief Investment Officer, Brian Regan, CFA®, showcase stock earnings on many levels. They cover individual stocks and how competitive advantages are seen and rewarded during earnings season.

On the other hand, stocks that did not hold their weight in earnings feel the market's wrath.

Jeff Perry, JD, and Scott Birmingham, CFP®, CCO, have a conversation on publicly traded company Zillow. Being recognized as a successful brand, Zillow's attempt to expand their business through iBuying was a surprised flop. Listen to what our experts say about Zillow and current housing markets.

In this short segment, we are joined by Michael Albaugh, Executive Director of the Cape Symphony, where we discuss how the organization is more than just a symphony orchestra, how COVID impacted its concerts, and how restructuring their organization was for the better.

Attorney Keats Boyd, J.D., joins us from Boyd & Boyd, P.C. to discuss estate planning as an estate settlement firm. Keats dives into topics from the best way to search for an estate planning firm to estate planning strategies.

More on how to save money in estate planning situations, wills vs trust funds, and generational giving are discussed in further detail.

AMR discusses ways to give to charity, mentioning Donor Advised Funds and how to look into organizations you wish to donate to.

Investment Basics - Bonds 101. AMR talks about what a bond is, what it means to invest in bonds, and the kinds of risks that are associated.

Annuity investments are discussed, focusing on deferred annuities, surrender costs and embedded costs.

This week, the AMR team discusses America's consumer price index and updated inflation rates, mentioning the lack of durable goods and Q3's Gross Domestic Product.

Following, the team talks about America's new Infrastructure Bill and the impact inflation and the Bill have on investment decision making.

This week, Chris and the team talk about investing basics, covering what a stock is, common vs preferred stock, and Initial Public Offerings (IPO's).

AMR team members, Brian Regan, CFA®, and Jeff Tomaneng, CFP®, talk about how they started in the industry, discuss their certifications, and how they got to where they are today.