Opportunity Like No Other – Qualified Opportunity Zones
The Tax Cuts and Jobs Act of 2017 brought sweeping change across our federal tax code. Its goal of tax simplification resulted in the elimination and/or limitation of many itemized deductions that have benefited residents of high tax states. With…
Investing in International Stock Funds — The Four Pillars of Analysis
So you did all the research and decided that you would like to add an international stock fund to your portfolio. Then you pull up a list of all the available international stock funds and discover that there are over…
The Tax Benefit for Protecting Land
Every so often we will see a family who has land that has been in the family for generations and has great sentimental value as a result. The problem often faced by the current generation of landowners is how they…
The Upromise Loyalty Program
My husband, Luke, and I both paid our own way through college. We really had no other option. We were both raised by single moms who had five kids (my mom) and four kids (Luke’s mom). Our moms did everything…
Don’t Turn Your Back on Value Now
Over the last several years, there are likely many value investors who are growing impatient with their investment strategy. With the success we have seen from growth stocks, such as those known as the FANGs (Facebook, Amazon, Netflix, and Google),…
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.…
