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Weekly briefing

Events

October 20, 2021, Wednesday: Strategies for Year-End Charitable Giving
November 3, 2021, Wednesday: Medicare Outlook: Navigating the Annual Election Period
November 10, 2021, Wednesday: Endowment Spending Outlook: Should You Change Your Policy for 2022?

News

October 20, 2021, Andy Kapyrin on ChannelNews Asia at 7:15pm
October 13, 2021, Wednesday: James Ciprich and Melissa Weisz will be speaking at Applewood
September 30, 2021, Thursday: James Ciprich and Melissa Weisz will be speaking at River’s Edge

Insights

economy
Q3 2021: The Value of the Five-Minute Warning

When my girls were younger, and we were at a playdate or birthday party, I found it very helpful to give them a five-minute warning that we were about to leave. As…

Videos

Recognition

Barron's-top-ria
RegentAtlantic named to Barron’s 2021 list of America’s Top RIA Firms

RegentAtlantic is proud to announce that it has been named to the Barron's 2021 list of America's Top RIA Firms. Barron's rankings formula is based on qualitative and quantitative metrics,…

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