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This week at RegentAtlantic we’re talking about Election Day. Mike Pappachristou puts politics aside and discusses what midterm election years have historically meant for the markets.

#WeeklyBriefing #ElectionDay #Insights

Tune in to our 30-minute webinar for a discussion on the important market and economic trends impacting corporate executives today. Our team will share key financial strategies for you to consider before year-end that may help you maximize your company stock, your compensation, and your portfolio.

Panelists:
Abby Rosen, Wealth Advisor and Co-Chair of RegentAtlantic Corporate Executive Specialty Practice
Chad O’Brien, Wealth Advisor and Co-Chair of RegentAtlantic Corporate Executive Specialty Practice
Melissa Weisz, Wealth Advisor and moderator

RegentAtlantic Wealth Advisor Bryan Smalley and Associate Wealth Advisor Eileen Stevens will discuss ways to take advantage of Medicare’s Annual Election Period. They will share top items you should review to help ensure your 2023 coverage is the right fit for you, and how the costs may affect your overall financial plan.

This week at RegentAtlantic we are talking about retirement plan contributions. Mike Pappachristou discusses the IRS’s recent announcement regarding retirement plan contribution limits for 2023.

#WeeklyBriefing #RetirementPlanning #Insights

This week at RegentAtlantic, we are closing out October with our last installment on proactive year end planning. Eric Chen discusses gifting and how it might benefit you.

#WeeklyBriefing #YearEndPlanning #Gifting

Join RegentAtlantic Wealth Advisors Lesley Draper, Jim Sonneborn and Matt Mignon for a discussion on charitable giving and learn strategies that you can leverage to help maximize your charitable impact while potentially minimizing your tax bill.

This week at RegentAtlantic we’re continuing the discussion on proactive year end planning. Eric Chen turns our attention to education, specifically 529 plans and their potential tax benefits.

#WeeklyBriefing #Insights #529Plans

Join RegentAtlantic Co-Chief Investment Officers Andy Kapyrin and Paul Platkin along with Wealth Advisor Melissa Weisz as they share their market insights for Q4.

Topics will include:
Will the Fed tip the economy into a recession?
Has the market hit a bottom?
The outlook for bonds, stocks and alternatives into year end

This week at RegentAtlantic we are being proactive about year end planning and talking about qualified charitable distributions. Eric Chen discusses why QCDs might be a great option for the charitably inclined.

#WeeklyBriefing #QualifiedCharitableDistributions #RMDs