As Seen In...
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.Contact Us
Download our brochure to learn more about our PhilosophyDownload Now
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
You’ve made investments your whole life. Work with us to help make the most of them.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Don’t overlook the need for renter’s insurance if you rent your home.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much you have the potential to earn during your working years.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Around the country, attitudes about retirement are shifting.
Are Real Estate Investment Trusts right for your portfolio?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
How do the markets usually react to elections? Was the 2016 election any different?
If you died, what would happen to your email archives, social profiles and online accounts?
What are your options for investing in emerging markets?