The Federal Reserve – Its Past and Its Future Concerns
The Federal Reserve seems to be in the news every day on TV, Twitter, and all the various media outlets. Part of the reason for its prominent role in the news is its evolving strategy on monetary policy. Let’s take…
Retirement Identity – Do You Know Yours?
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 the sense of purpose your…
Caring for Aging Parents – Continuing the Conversation
RegentAtlantic hosts an annual You and Your Aging Parents presentation featuring a panel of legal, financial, and healthcare experts. The Q&A session is designed to cover the multifaceted planning needs and solutions available to those caring for aging parents. We…
Recency Bias and the Risk of the Recession
In 2019 investors have begun to worry about the risk of a recession in the U.S. and especially about how the investment markets might respond in a recessionary period. The year has brought a number of reasons for concerns about…
Demystifying the New Business Tax Break
For many business owners and partners, one of the bright spots in the Tax Cuts and Jobs Act of 2017 (TCJA) is a significant new income tax deduction. Pass-through entities that meet certain requirements may deduct up to 20 percent…
IRMAA – The Ins and Outs of Determining if You Must Pay
Medicare premiums turn out to be a big expense and a big worry for many in retirement. In 2003, the Medicare Modernization Act — easily the largest overhaul of Medicare in its history — was passed into law. While there…
Equifax Data Breach Settlement
During a criminal cyberattack on Equifax's systems in September 2017, personal data on 147 million US consumers was released. Many of our clients' and employees' information was included in this unauthorized data release. A proposed class action settlement was entered…
Marriage Equality and the Tax Considerations
Anyone who watches ABC’s Modern Family knows the delightful chaos that permeates the home of Mitchell and Cameron, married fathers whose personalities couldn’t be more different. The couple, who got married during the series’ fifth season, often depicts the hilarity…
Long-Term Investing – How to Define It?
There are many ways investors interpret the idea of long term. This is particularly relevant when the investor is about to retire and thinks, “I don’t have long term.” Some will define long-term investing with a number, while others define…
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 to change your tires for…
