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 report for 2019:
Investment Outlook report for 2018:
Investment Outlook report for 2017:
Investment Outlook reports for 2016:
› Post Election Webinar: November 2016
Investment Outlook reports for 2015:
› 2015 Investment Outlook: Asset Allocation Guide
› Fourth Quarter: October 2015
Investment Outlook reports for 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.
› Fourth Quarter 2018: RegentAtlantic New Jersey Wealth Index Update
› Third Quarter 2017: RegentAtlantic New Jersey Wealth Index Update
› 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
As we work with clients on their retirement plans, we’ve been asked several questions about Social Security and the benefits surrounding it. This page serves as our best thinking regarding social security topics that we find are most commonly on the minds of those we work with.
› Guide to Retirement Planning
› Modeling Retirement Spending Patterns: What’s Changing in 2016
› What the 2016 Social Security Changes Mean for You
› Social Security and Medicare
› Understanding Survivor Benefits
› How Will Divorce Affect My Benefit?
› Social Security: Am I too Late?
› Social Security: The Lower Earner
› Social Security Myths Debunked
› Social Security and Work History
› Easy Access to Your Statements
