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 it could cloud our investment…
How Concierge Medicine Can Benefit Business Owners
As a business owner, a big part of your success relies on you remaining physically and cognitively healthy. Your company probably runs most effectively when you’re actively involved. In addition to exercising, eating right and managing stress, have you considered…
What Can Investors Do with a Lump Sum? Dollar Cost Averaging as a Strategy
One of the biggest challenges investors will face is the question of timing – “If I have a significant amount of cash, when is the best time to invest it?” Investing just before a market crash can lead to regret.…
Tax Planning for 2018 and Beyond: Gifts to Charity Can Qualify as Required Minimum Distributions (RMDs)
We often advise our clients on the tax-savvy option of donating appreciated stock to their favorite charity instead of writing a check. In 2015, the Federal Government made another tax-advantaged way to donate to charity, and in 2018, with the…
Rising Interest Rates and their Impact on Bond Portfolios
With the Federal Reserve in the process of raising the federal funds rate, the rate at which banks lend reserve balances to other banks on an overnight basis, some investors may be concerned about its impact on their bond portfolios.…
Dealing with a Concentrated Position in Your Company Stock
Corporate stock: accumulation over time This past year my wife and I welcomed twins — our first children — into our family. In the months leading up to their births and the following year, we’d collected a wide variety of…
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…
