Private Wealth Management For Select Individuals
Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Regatta Research & Money Management, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
Should You Invest in Exchange Traded Funds?
There are nearly 1,200 ETFs available. Should you invest in them?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
This worksheet can help you estimate the costs of a four-year college program.
Bonds may outperform stocks one year only to have stocks rebound the next.
When considering life insurance, it's important to understand your options.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
This calculator demonstrates the power of compound interest.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you should be saving for college.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Understanding the cycle of investing may help you avoid easy pitfalls.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Learn how to harness the power of compound interest for your investments.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Why are 401(k) plans, annuities, and IRAs so popular?