Will the Election Impact Your Investments?
The biggest question from investors is what action, if any, should we take with our investments with respect to the election?
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Market Perspectives
A Historical Perspective on Market Volatility
For perspective in navigating market volatility, here is a list of some of the biggest market events in the last fifty years and their effect on the S&P 500.
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10 Things You Can Do to Minimize Identity Theft Risk
In the digital age, protecting your personal information is more important than ever. Here are 10 ways you can minimize the risk of financial fraud.
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Being Intentional About Your Cash Reserve Policy
Financial planning requires a balancing act. While building and maintaining a readily available pool of cash—also known as a cash reserve—provides a safety net for your household finances, it’s crucial not to lose sight of your long-term financial goals. In today’s environment of relatively higher interest rates, it’s easy to unintentionally accumulate more cash than necessary, potentially missing out on the growth offered by long-term investments.
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Why Choose a CFP® Professional and an RIA Firm?
Navigating the world of financial advice can be overwhelming for consumers. With countless options, financial jargon, and an alphabet soup of industry credentials, choosing the right professional feels like deciphering a complex code. Read on as we guide you through simplifying your search by highlighting how powerful the combination of a CERTIFIED FINANCIAL PLANNER™ and a Registered Investment Adviser (RIA) firm can be for your financial well-being.
Why Choose a CFP® Professional and an RIA Firm? Read More »
Planning-Based Financial Solutions
Imagine for a moment you don’t feel well. So much so, that you feel it necessary to schedule an appointment to see a doctor. Now imagine the doctor comes into the examination room and before you can utter a single word, writes you a prescription and sends you on your way. That would be a strange way of practicing medicine!
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2023 Financial Market Review: A Year of Resilience and Growth
Looking back, 2023 was quite a year! After a tremendously volatile 2022 that saw major market indices off by 20% or more, markets rebounded well in 2023. Here is how the year shaped up.
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Regency’s Next Gen Initiative
Young adults suffer from a lack of financial literacy as they transition into the next stage of life—the Regency Next Gen initiative offers a helpful alternative.
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