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This week at RegentAtlantic, we’re talking about back to school season and 529 plans as we head into August. Will Vaughan shares three expenses that are qualified under 529 provisions.

#WeeklyBriefing #529Plans #Taxes

Join RegentAtlantic Wealth Advisors Michael Pappachristou and Eric Chen in conversation with Financial Therapist Erika Wasserman on money, emotions, and your family.

This webinar is not a form of psychotherapy or treatment, and does not constitute a therapeutic relationship with Erika Wasserman, Certified Financial Therapist CFT-I™.

This week at RegentAtlantic we’re staying cool from the heatwave and staying on top of our estimated tax payments. Jon Gulman discusses two important things to consider when making estimated tax payments.


#WeeklyBriefing #Taxes

This week at RegentAtlantic we're talking about shopping promotions and budgeting. Jon Gulman discusses what to keep in mind when shopping big sales, like last week's Amazon Prime Day

#WeeklyBriefing #Budgeting #WealthManagement

A discussion with Co-Chief Investment Officers Andy Kapyrin and Paul Platkin moderated by Wealth Advisor Melissa Weisz.

Topics will include:
The cost of stocks and bonds now: what’s priced in
Inflation
Economic Growth

This week at RegentAtlantic we’re talking about tax loss harvesting. Jon Gulman explains what tax loss harvesting is and how to make a positive out of what’s been a difficult period to start the year.

#WeeklyBriefing #TaxLossHarvesting #Insights

This week at RegentAtlantic we’re talking about buying a car in this market. Mike Pappachristou discusses car loans, supply chain issues, and what it might mean for you if you’re interested in buying a car.

#WeeklyBriefing #Insights

In Conversation with RegentAtlantic

with Andy Kapyrin, Partner and Co-Chief Investment Officer moderated by Melissa Weisz, Wealth Advisor.


As part of our update on the global markets and the economy, participants will have the opportunity to ask — and have answered — their pressing questions throughout the webinar. Questions may also be submitted in advance on the registration form.

This week at RegentAtantic we’re talking about risk tolerance. Mike Pappachristou discusses the quantitative and behavioral factors that determine risk tolerance and how to achieve your financial goals.

#WeeklyBriefing #RiskTolerance #Insights #WealthAdvisor