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…
Dow Jones Excitement Shakes Investor Confidence: Social Connections Impact our Courage
Investor confidence is pretty similar to something I call “lake-ice confidence.” I grew up with a lake behind my house. When I was about 10, my friends and I loved to walk out onto the…
Predictions, Predictions, Predictions for 2018 and Beyond
What is it about the end of a calendar year that makes folks crave predictions and search for experts like “Carnac the Magnificent”* to forecast the future? This year, I feel people are jonesing for…
‘Tis the Season for Thwarting Investment Cyberfraud
With the winter holidays coming up, you may be rushing through life’s tasks a bit. I know I am. You’re shopping, traveling and trying to get as much work done as possible in between holidays.…
Investor Virtue #5: Humility
Note: This blog is the fifth and final installment in my series on the Five Virtues of a Wise Investor. Read about the other four virtues: No. 1: Curiosity, No. 2: Courage, No. 3: Thrift…
