Paying It Forward –Charitable Giving & Senior Housing
As investors get further along into retirement, it is common to reflect on what impact they have made on those around them, their community and the world at large. We focus less on what we have accumulated for ourselves, and…
To Shred or Not to Shred: Decluttering Your Financial Paperwork
Every spring at RegentAtlantic, we host a Shred Day for clients and friends of the firm. As a Wealth Advisor, around this time of year between tax filing and spring cleaning, I am often asked, “Do I need to keep…
Happy Pride Month
Written by Lisa Neira and Barbara Bilello As part of the LGBTQIA+ community, Pride Month is our favorite time of the year. It’s incredibly powerful to see people coming together as a community in support of love and inclusivity and…
Myth BUSTED: “My capital gains pushed me into a higher tax bracket!”
A common misconception I frequently hear is that capital gains pushed the taxpayer into a higher tax bracket. What is happening? As people are reviewing their tax returns, they may see long-term capital gains or qualified dividends that increases their…
ESG Investing: A Way for Investors to Invest While Doing Good
Written by Sagar Shah and Matt Holden The past few years have focused a spotlight on an investing approach that digs deeper into investors’ priorities than just financial return. Many investors are now asking how they might use their financial portfolios to participate…
How Will Record Inflation Affect My Investing Strategy?
Have you noticed the increase in “alternative meats” in your grocery store lately? They go under names like Impossible Foods, Beyond Meat and so on. Some consumers may be switching to these non-meat substitutes as part of a shift to…
Q1 2022 Quarterly Letter – The Sunflower Portfolio
Sunflowers are a symbol of optimism and longevity: They are extremely hardy and resilient and are adept at finding the sun. The national flower of Ukraine (it is the world’s largest producer of the sunflower), it even became a symbol…
New Parent Financial Checklist
New Life - New Responsibilities - New Parent Financial Checklist I am at the age where some of my closest friends are starting to grow their families. Hearing the excitement in their voices and seeing their eyes light up around…
Major Estate Tax Changes Are Still Around The Corner
What do you do when the Go-To Strategies just won’t cut it? The Federal Lifetime Exemption is the total amount of wealth that you can give away tax-free in your lifetime. Importantly, it is the giver, not the recipient, who…
2022 Market Outlook: The Chocolate Twisted Pretzel
Pretzel Logic refers to reasoning that bends back and twists until it does not make sense. (Pretzel Logic also is a fantastic, bluesy song by Steely Dan that refers to time travel.) A great example of this is happening right…