Ideas are an extremely valuable currency.

We believe the quality of our thinking is an advantage for our clients. To help you better understand the market outlook, Social Security and other topics that will likely impact your financial future, we provide a wide range of practical, thoroughly researched, always original thought leadership.

Resources & guides

At the start of each quarter, we like you to know exactly what we think about what’s happening in the markets and the economy, and where we see things headed for the next few months. While we don’t exactly have a crystal ball to rely on, our diligent research and careful attention to patterns and historical trends allows us to provide a smart perspective for you to consider.

Investment Outlook reports for 2017:

› 2017 Guide to Investments

Investment Outlook reports for 2016:

› 2016 Guide to Investments

› Q2: April 2016

› Q3: July 2016

› Q4: October 2016

› Post Election Webinar: November 2016

Investment Outlook reports for 2015:

› 2015 Investment Outlook: Asset Allocation Guide

› Q1: January 2015

› Q2: April 2015

› Q3: July 2015

› Fourth Quarter: October 2015

Investment Outlook reports for 2014:

› 2014 Investment Outlook: Asset Allocation Guide

› Q1: January 2014

› Q2: April 2014

› Q3: July 2014

› Q4: October 2014

The RegentAtlantic New Jersey Wealth Index (RANJWI) is a proprietary index that measures the health of the wealth in New Jersey. The index looks at the rates of change over the past five years of four economic factors that influence wealth in the state. RegentAtlantic developed the index which is based on four major components: Employment, Home Values, Personal Income, and Stock Performance. Each component can range in value from 0 to 25, and the index is calculated as the sum of all four components. Any reading above 50 indicates that the State has experienced an above average environment for wealth creation by its residents. Any reading below 50 indicates that the State has experienced a below average environment for wealth creation by its residents. It is calculated and reported on a quarterly basis.RANJWI is Comprised of Four Scores: Employment, Housing, Personal Income, and New Jersey Stock Performance.

› First Quarter 2017: RegentAtlantic New Jersey Wealth Index Update

› Third Quarter 2016: RegentAtlantic New Jersey Wealth Index Update

› Second Quarter 2016: RegentAtlantic New Jersey Wealth Index Update

› Learn about the scores that make up the RegentAtlantic New Jersey Wealth Index