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RegentAtlantic Chief Investment Officer Chris Cordaro, Co-Head of Investments Andy Kapyrin, and Wealth Advisor Melissa Weisz share their market insights for Q2 and the potential opportunities ahead.

WEEKLY BRIEFING 3.25.21 This week at RegentAtlantic we're talking about feelings. Chris Cordaro shares why we shouldn't dismiss our feelings when making financial decisions.

This week at RegentAtlantic we're talking about the U.S. Securities and Exchange Commission's renewed focus on Environmental, Social and Governance (ESG) investing. Chris Cordaro explains what the SEC is doing to meet investor demand for more ESG transparency.

Our Monthly Message from Chris Cordaro, Partner, CIO and Wealth Advisor.

RegentAtlantic Wealth Advisors Lesley Draper, Jim Sonneborn, and Matt Mignon explore the five channels of philanthropy that may help you increase your involvement with nonprofits in your community.

This week we're talking about what everyone else is talking about: The Meghan and Harry interview with Oprah. Chris Cordaro walks us through the three steps we help our clients with for familial harmony.

RegentAtlantic Wealth Advisors James Ciprich and Melissa Weisz, along with special guest Liz Loewy, Co-Founder and COO of EverSafe, provide insights on financial fraud, identity theft and internet safety.

RegentAtlantic Wealth Advisors Bryan Smalley and Peter Sikorski share their insights on the A, B, Cs and Ds of Medicare and the enrollment process.

Following our 2021 Investment Outlook theme of BALANCE, Lesley Draper focuses on the IMPACT of your financial plan and how different strategies can work over time: Rolling Grantor Retained Annuity Trusts (GRAT), Roth Conversations and charitable gifts to Donor Advised Funds.

This week at RegentAtlantic we're talking about the stimulus relief package. Director of Portfolio Management Greg Allison highlights what we should expect from it and what's still in question.