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Weekly briefing

Events

September 22, 2021, Wednesday: Create the Retirement You Envision
September 29, 2021, Wednesday: Sandwiched in the Middle: Strategies for the Sandwich Generation
October 6, 2021, Wednesday: Quarterly Investment Outlook

News

September 29, 2021, Wednesday: James Ciprich and Melissa Weisz will be speaking at Fellowship Senior Living
September 30, 2021, Thursday: James Ciprich and Melissa Weisz will be speaking at RiverSpring
October 13, 2021, Wednesday: James Ciprich and Melissa Weisz will be speaking at Applewood

Insights

HIPAA
Now More Than Ever: Estate documents for your single adult and college-aged children

Five years ago, I wrote about the importance of having certain estate documents for your college-aged or single adult children.  Revisiting this topic now seems as important as ever as…

Videos

Recognition

FA Magazine Lists RegentAtlantic as Top Ranking RIA in 2021

We are proud to announce that Financial Advisor (FA) Magazine has recognized RegentAtlantic as one of the top Registered Investment Advisors (RIA) of 2021. RegentAtlantic is ranked 80 out of…

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