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Weekly briefing

Events

November 10, 2021, Wednesday: Proposed Income Tax Law Changes: Strategies to Consider Before Year-End
November 16, 2021, Tuesday: You & Your Aging Parent
January 12, 2022, Wednesday: 2022 Investment Outlook

News

December 15, 2021, Wednesday: Barbara Bilello will be speaking at Providence College’s Money Matters
December 9, 2021, Thursday: Jim Ciprich and Melissa Weisz will be speaking at Lantern Hill
November 17, 2021, Wednesday: Barbara Bilello will be speaking at Providence College’s Money Matters

Insights

healthcare
Smart Healthcare “Consumers” Put Pen to Paper

A prerequisite of being a smart healthcare consumer is being informed of the pros and cons of your options as we talked about in our last article. Understanding the information…

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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