ESG Investing: Aligning Values with Investing Activities
Today, many investors are asking how they can align their values with their investing activities. ESG investing is a great approach. What exactly is ESG? ESG stands for “Environmental, Social and Governance.” Simply put, ESG investing is a way to…
A Change in Approach: Tiger Woods’ Golf Game and Roth Conversions
I recently tuned into the Valspar Championship. Tiger Woods was in the running for the winner’s purse for the first time since 2013. Some aspects of Tiger had not changed. He energized the crowd in a way that no other…
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 call the “MBA Final Exam”…
How Much Should Investors Respond to a Growing Deficit?
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 to the growing government deficit…
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 sit down on the couch…
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 – and if science fiction…
Impact of Tax Reform on the Nonprofit Community
The Tax Cuts and Job Act (TCJA) passed in late 2017 was the most significant tax legislation we have seen since 1986 and the impact of tax reform on the nonprofit community is expected to be meaningful. Industry leaders have…
Will I Itemize Deductions in 2018?
The Tax Cut and Jobs Act included a substantial increase in the Standard Deduction that each taxpayer is able to take. For individuals it moved from $6,350 in 2017 to $12,000. For married filing joint taxpayers, it went from $12,700 in…
Ready to Serve: How Your Company Stock-Trading Plan is Like a Slow-Cooker Dinner
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 employer-provided plans that provide a…
Equity Allocations on the Rise and the Forgotten Need to Rebalance
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 decreasing perception of risk, investors…
