WEEKLY BRIEFING 6.26.20This week at RegentAtlantic we're talking about RMD Holiday and the new guidance issued this week by the IRS. Matt Masterson shares what you need to know when taking RMDs, Required Minimum Distributions.
WEEKLY BRIEFING 6.11.20We're talking about the unpredictability of COVID-19's impact on markets. Chris Cordaro discusses the market's return to volatility and recommends three steps for investors.
WEEKLY BRIEFING 6.9.20This week at RegentAtlantic we're talking about annual exclusion gifts. Lesley Draper shares three important considerations in determining how and what to gift.
Christopher J. Cordaro
CFP®, CFA, MBA
Partner, Chief Investment Officer and Wealth Advisor
Chris Cordaro is Chief Investment Officer and architect of RegentAtlantic’s investment philosophy and planning structure. Chris serves on the Board of Managers, the Management Team and, in his capacity as a Wealth Advisor, manages client relationships. He also provides advice to the Firm on concentrated stock positions, stock options and executive compensation plans. Chris has been providing wealth management services since 1985. He is a regular guest on CNBC, has appeared on Bloomberg Business, Nightly Business Report, and YahooFinance, and is quoted regularly in media, including The New York Times and The Wall Street Journal. In addition to a BS in Economics, an MS in Financial Planning, and an MBA in Finance, he holds the CERTIFIED FINANCIAL PLANNER™ and the Chartered Financial Analyst® certificates. Chris serves on the Vanguard Financial Advisor ServicesTM RIA Client Council. A former adjunct faculty member at Fairleigh Dickinson University and the County College of Morris, he has served as past president of the New Jersey Chapter of the Financial Planning Association and on the Advisory Board of Financial Advisors for T.D. Waterhouse. He is a member of the Neighborhood Nonprofits Group, and also serves as a Member of the Board of Trustees for the New Jersey Metro Chapter of the National Multiple Sclerosis Society.