-
WEEKLY BRIEFING 1.22.21
This week at RegentAtlantic we are talking about the coronavirus vaccine. Andy Kapyrin, Co-Head of Investments, discusses how the coronavirus vaccine may affect the markets in 2021. -
Pandemic Scorecard Update 1.14.21
RegentAtlantic Co-Head of Investments Paul Platkin provides an update on the COVID-19 pandemic and what we may expect in 2021. -
WEEKLY BRIEFING 1.8.21
This week at RegentAtlantic we are talking about balance. Partner and Wealth Advisor Chris Cordaro shares how he believes that finding balance may be the key to financial well-being. -
WEEKLY BRIEFING 12.30.20
This week at RegentAtlantic we are reflecting on 2020. Wealth Advisor Melissa Weisz, shares her thoughts on why keeping long term plans in place can be important despite short term uncertainty in the markets. -
MONTHLY MESSAGE YEAR-END 2020
Brent Beene, Partner, Wealth Advisor and Chief Culture Officer shares insights into RegentAtlantic's culture and values and discusses how our philosophy of partnering and be better helped us help ourselves, clients and friends weather a very challenging year. -
WEEKLY BRIEFING: 12.23.20
This week at RegentAtlantic we are talking about the second COVID-19 relief bill that was passed in Congress. Partner and Wealth Advisor Matthew Masterson Jr., discusses key provisions of this bill and the second round of the Payroll Protection Program. -
Pandemic Scorecard Update 12.22.20
RegentAtlantic Co-Head of Investment Paul Platkin shares his thoughts on the rising COVID-19 infection levels, the impact of the vaccine and the new financial aid package that was just passed by Congress. -
2021 Stock and Tax Planning Strategies for Corporate Executives
RegentAtlantic Director of Portfolio Management, Greg Allison, and Wealth Advisors Abby Rosen and Chad O’Brien discuss stock and tax planning strategies for corporate executives. -
WEEKLY BRIEFING 12.16.20
This week at RegentAtlantic we are talking about appreciated stock and concentrated stocks positions. Wealth Advisor and Partner Lesley Draper suggests some ways to diversify these positions and how you may be able to fulfill some charitable goals in doing so. -
WEEKLY BRIEFING 12.11.20
This week at RegentAtlantic we are talking about the coronavirus vaccines. Co-Head of Investments Andy Kapyrin discusses how the coronavirus vaccines may affect the markets and what these vaccines could mean for the markets in the future. -
Retirement Outlook 2021 Onward
RegentAtlantic Director of Portfolio Management Greg Allison and Wealth Advisors Matt Masterson, Melissa Weisz and Will Vaughan explore the retirement landscape of 2020, how it changed and what retirement might look like in 2021 and beyond. -
WEEKLY BRIEFING 12.3.20
This week at RegentAtlantic, we are talking about the Social Security Trust Fund. Wealth Advisor Melissa Weisz discusses possible program changes and what the future of social security benefits might look like.
< 1 min read