4Q 2019 Quarterly Letter – I Love the Rolling Stones!
I love the Rolling Stones! The first Rolling Stones concert I saw was 30 years ago. At that time, I remember thinking, Wow, these guys really rock. And they are kind of old. At the…
Tug of War Economy Between Growth and Recession
As a big guy, I usually get picked early any time there’s a game of tug of war — and I’ve had my fair share of pulling contests over the years. When the teams are…
2Q 2019 Quarterly Investment Letter: All-Season Portfolio
The argument for an all-season portfolio. In the early days of automobiles, you had two sets of tires: snow tires for the winter and performance tires for the summer. Each spring and fall, you needed…
1Q 2019 Quarterly Investment Letter – Every Ski Day is a New Experience
Experienced skiers know that, no matter how many times you head down the same mountain, no two runs are ever the same. The snow may transform from powdery to sticky to slushy. The weather may…
4Q 2018 Quarterly Investment Letter – The Road Ahead
Driving to a warm inviting lodge at the top of a mountain, we have only the beams of our headlights to guide us on a dark and moonless night. We are the only ones on…
3Q 2018 Quarterly Investment Letter – Investing, A Lifelong Journey
Imagine a race with many runners on a warm sunny day. The U.S. runner is ahead of the pack and running away from the field. Many people see investing as just this kind of race.…
2Q 2018 Quarterly Investment Letter – Adjusting Sails in the Current Economic Winds
The winds blowing in Washington have captivated the attention of the global financial markets and many people around the world. In general, RegentAtlantic prefers not to get drawn in to the fray of politics, since…
Should You Pay Off Your Mortgage Early?
We’ve recently heard from a number of clients who wondered whether they should pay off their mortgages. I tell them that there are a couple of ways to answer this question. One is what I…
Thinking About Going to Cash? It’s an Uncomfortable Place to Sit
Going to cash is a lot like settling into a really comfy-looking couch. From a distance, the couch appears to be soft, supportive and a great place to rest and recover. But when you actually…
Can Science Fiction Predict Economic Reality: Ready Player One? We’re Going Back to the Future
I love science fiction (sci-fi) for two reasons. First, there’s all the brainstorming about what future technologies have in store for us humans. I love learning about new technology and wondering what the future holds…
