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RegentAtlantic Co-Chief Investment Officer Andy Kapyrin announces our 2022 Investment Outlook
The year 2021 brought on the two most polarizing debates tied to inflation and employment. How will they affect the markets in 2022?
Tune into our Investment Outlook on 1.12 at 7pm with our RegentAtlantic Team as they share their investment insights for 2022 and discuss how we plan to position our portfolios in response to the possible economic risks and opportunities ahead.
Register here: https://regentatlantic.com/news-events/january-12-2022-wednesday-2022-investment-outlook/ -
Corporate Executives: Maximize Your 2021 Year-End Planning with Long-Term Strategies
RegentAtlantic Wealth Advisors Abby Rosen and Chad O’Brien, along with Co-Chief Investment Officer, Andy Kapyrin discuss important trends impacting corporate executives and what you should consider doing before year-end. They will share key tactics for managing company stocks and taxes, and an up-close look at the tools we use to create personalized strategies. -
RegentAtlantic CEO George Stapleton talks about partnering with CI Financial
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RegentAtlantic Team Shares Excitement for Partnership with CI Financial
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RegentAtlantic Partnership with CI Financial
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MONTHLY MESSAGE
George Stapleton talks about RegentAtlantic's partnership with CI Financial. -
You & Your Aging Parent
Are you caring for or preparing to care for an aging loved one?
RegentAtlantic Wealth Advisors Jim Ciprich and Melissa Weisz, along with special guests Crystal West Edwards, an Elder Law and Estate Attorney, and Nancy Avitabile, an Aging Life Care Professional, explore real-life examples and share strategies that provide the financial, legal, and emotional support you may need to care for an aging loved one. -
WEEKLY BRIEFING 11.30.21
This week at RegentAtlantic we're talking about the importance of saving for retirement. Wealth Advisor Melissa Weisz shares the beneficial reasons of a retirement nest egg beyond the financial security, like happiness and fulfillment. -
Endowment Spending Outlook: Should You Change Your Policy for 2022?
RegentAtlantic Wealth Advisors Lesley Draper, Jim Sonneborn, and Dave Pettit discuss key considerations for sustainable endowment spending strategies in 2022.
Topics will include:
Aligning mission and long-term strategic plan
Factors to consider when designing your spending policy
Testing impact on portfolio values and spending amounts -
Proposed Income Tax Law Changes: Strategies to Consider Before Year-End
RegentAtlantic Wealth Advisors Chris Cordaro, Matt Masterson, Eileen Stevens and Eric Chen discuss the proposed income tax policy changes and what you might consider doing now to help you prepare. -
WEEKLY BRIEFING 11.10.21
This week at RegentAtlantic we’re talking about Treasury Inflation Protected Securities. Wealth Advisor Melissa Weisz describes these bonds that can benefit from increasing inflation, but also discusses the risks associated with them. -
Medicare Outlook: Navigating the Annual Enrollment Period and 2022 Changes
RegentAtlantic Wealth Advisors Bryan Smalley and Bob Wolfe discuss how to take advantage of Medicare’s Annual Election Period and make sure your 2022 coverage is the right fit for you.
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