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The Senate and House of Representatives approved a $2 trillion stimulus package named the Coronavirus Aid, Relief, and Economic Security (CARES) Act in response to the COVID-19 crisis – the largest emergency package of its…
Today, Congress passed the SECURE Act (Setting Every Community Up for Retirement Enhancement) which has been in the works for a number of years and is the first major piece of retirement law change in…
Congratulations, you’ve officially retired. In anticipation of this monumental event, you’ve worked hard throughout your career to make smart retirement planning decisions and build a nest egg that will provide financial independence for the rest…
Can a commitment to strong environmental, social, and governance (ESG) practices help attract and retain talented employees? ESG investing matters more than you might think. Consider Donna and Sam Franklin, who were young medical researchers when…
Imagine yourself at a cocktail party. A new acquaintance asks you what you do for a living. And the answer is, “Nothing.” You’ve recently retired and carefree days—along with a growing sense of idleness—have replaced…
When asked about growing deficit in the U.S., Ronald Reagan famously quipped, “I am not worried about the deficit. It is big enough to take care of itself.” Investors are having a less sanguine response…
This year, RegentAtlantic will run a series of blogs that address strategies for managing concentrated stock positions and other financial issues corporate executives tend to face. This first blog focuses on 10b5-1 plans, which are…
With the S&P 500 up over 258% since 2009 and bond markets up approximately 40%, there has been a trend of equity allocations increasing among investors. Whether due to complacency with a low-volatility environment or…
Financial Considerations for Widows and Widowers One of the most challenging parts of my job as a wealth advisor is having a client pass away. My official role is to provide financial planning and investment…
If you or a family member are considering a Continuing Care Retirement Community (CCRC) for housing and future health care in retirement, it’s vitally important to consider your current financial resources against your potential new…
