Brian talks about his financial marketing pet peeves. He does not want investors to jump on the bandwagon of what is being promoted by those preying on one's gambling impulses and/or financial insecurities. These pet peeves include:

• Advice in day trading newsletters
• A brand name stock always rebounds
• RIAs that don't talk with clients about portfolios and how they are comprised

Isbeau Miller talks about her background and that of her husband. They started Beckon Homes.com as a property management business for luxury home vacation rentals in both Nashville and Cape Cod.

Chris talks about the holy season and current events.

Chris and Brian talk about investing for income vs. investing for total return. Even if a company is paying dividends, if they fail to reinvest in their business then the company will likely lose value at some point.

They also discuss momentum versus tactical investing. Momentum investing is buying when the stock price is going up and selling when it is going down. Tactical investing places clients into a strategic asset allocation based on risk preference. Since buying stocks is taking ownership in a company, AMR suggests investing based on the value of the company vs. the intrinsic value.

AMR shares considerations for being tax efficient on your 2021 taxes, including withholdings, retirement plans, Health Savings Accounts, capital gains, investments, and annuities and insurance policies.

Maryanne Bombaugh, MD MSc MBA CPE, past President of MA Medical Society, joins Chris to check in on Covid-19 and the vaccines. They discuss: What do the trends indicate? How effective are the vaccines? Are they safe and being disseminated quickly enough? What do we think the pandemic will end?

AMR shares tax planning considerations, as well as Biden's tax plan and the potential impact on the economy. Brian talks about rising bond interest rates and what drives the rates.

F. Keats Boyd, III, President of The Law Offices of Boyd & Boyd, P.C., joins Chris to share steps for establishing a stay-at-home plan for seniors: establish a revocable trust-based estate plan, a single-story living plan, and a care plan. They also discuss nursing home care, Covid-19, how Medicaid plans work, and more.

AMR discusses some of decisions that people make need to consider when getting a new car.

Chris and Brian talk about the four distinct asset areas in the market today: Bubble, Cheap, Fair Value, and Expensive Strong Company.

AMR discusses what's in the $1.9 trillion American Rescue Plan Act. In addition to helping individuals and families with incomes below certain thresholds, the legislation provides significant support for the vaccine rollout and for schools to open safely. Brian and Chris discuss what impact it has on inflation, with interest rates low and more money being put into the economy. They also discuss how the debt will affect tomorrow's economy.

AMR shares how to best prepare for unforeseen disasters. How much is enough to keep in an emergency fund? What other financial resources should be available if the unexpected occurs? Planning ahead is paramount, but managing cashflow and risk play a part in the equation.

Douglas MacDonald, CEO & President of Murray and MacDonald Insurance Services joins Chris to discuss natural disasters and property and casualty insurance coverage. With the increased cost of construction and changes to business code ordinances, homes may not be properly insured for current replacement costs. They discuss what insurance will/will not cover and provisions for replacement costs.