Something More with Chris Boyd

Is the stock market truly expensive, or are investors relying too heavily on one familiar metric?Chris Boyd is joined by senior portfolio manager Brian Regan and advisor Luke Bagley to revisit last year’s market outlook and examine how conditions have changed. Brian explains why the price-to-earnings ratio alone does not provide a complete picture of market value. Interest rates, credit spreads, earnings growth, company quali...

What happens when an inheritance arrives with more questions than answers? While an inheritance is often intended as a meaningful gift, it can also bring unexpected financial, tax, and family complexities. In this episode, Russ Ball and Luke Bagley explore some of the most important considerations when inheriting assets, particularly real estate and retirement accounts. The conversation begins with inherited homes and the...

Retirement is often viewed as the finish line, but what happens after the celebrations, travel plans, and long-awaited freedom from work? For many retirees, one of the biggest challenges is not financial. It is finding purpose, routine, and meaningful ways to spend the days ahead.In this episode, Chris Boyd, Russ Ball, Luke Bagley, and Brian Regan explore why so many people choose to continue working in some capacity during retirem...

AI is changing the world at an extraordinary pace, but what happens if the technology advances faster than our ability to control it? Recent warnings from AI researchers and industry leaders have reignited concerns about everything from cybersecurity risks to the possibility of unintended consequences from increasingly autonomous systems.In this episode of Something More with Chris Boyd, Chris Boyd, Brian Regan, Russ Ball...

What can NFL contracts and salary-cap decisions teach us about our own financial lives?In this episode of Something More with Chris Boyd, Chris Boyd, Luke Bagley, Russ Ball, and Brian Regan combine the excitement of football season with a thoughtful discussion about financial planning. They examine why enormous contract figures do not always tell the full story and why a short earning window can make careful planning especiall...

Just like our homes accumulate clutter over time, our financial lives often do too. Old retirement accounts, forgotten investment holdings, multiple banking relationships, outdated beneficiary designations, and disconnected financial strategies can quietly create unnecessary complexity and stress. In this episode of Something More with Chris Boyd, Chris is joined by Russ Ball and Luke Bagley to discuss five practical ways...

What should you do when life delivers difficult news and everything in you wants to act immediately?

Whether it's a serious medical diagnosis, the loss of a loved one, or another major life event, many people feel an urgent need to "get things in order" as quickly as possible. But in this episode of Something More with Chris Boyd, Chris Boyd, Luke Bagley, and Russ Ball discuss why taking immediate action isn't always the best cours...

What does it take to enjoy not just a longer life, but a better one?

In this episode of Something More with Chris Boyd, Chris welcomes Joan Harris and Kristine Callahan of Symphony Care Management for an insightful conversation about aging well, preparing for life's inevitable transitions, and building a plan that supports both independence and quality of life.

While financial planning is an important part of retirement, it is only...