Video

Lesley Draper and Matt Masterson discuss the basics of different types of trusts and share real-life examples that they experience every day as wealth advisors.

RegentAtlantic Partner, Wealth Advisor and Chair of the Firm’s Financial Planning Committee Matt Masterson reflects on the COVID-19 pandemic and explains the importance of having a financial plan.

RegentAtlantic Chief Investment Officer, Chris Cordaro, Co-Head of Investments Andy Kapyrin, along with our Wealth Advisors Matt Masterson and Melissa Weisz, share their investment insights amid the economic recovery and walk through the financial planning process we use to help create personalized plans.

This week at RegentAtlantic we are talking about protecting your digital assets. Wealth Advisor Will Vaughan shares three proactive steps you can take to help you and your family.

RegentAtlantic Andy Kapyrin and Melissa Weisz share their market insights amid the economic recovery.

This week at RegentAtlantic we’re talking about Q2 earnings season. Wealth Advisor William Vaughan shares how labor and input costs could impact inflation.

RegentAtlantic CEO George Stapleton with a Monthly Message reflecting on the meaning of independence and Independence Day.

RegentAtlantic Chris Cordaro, Mike Pappachristou, Jerry Korey, and Eric Chen talk through four common lifetime gifting scenarios and share planning strategies for each based on the perspectives of different family values.

This week at RegentAtlantic we’re talking about gifting. Wealth Advisor Mike Pappachristou explains when it might make sense to gift stocks versus cash.

This week at RegentAtlantic we're talking about the resurgence of summer travel. Wealth Advisor Michael Pappachristou, shares the benefits of adding travel insurance to your upcoming trip.