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.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
These food myths will really put a drain on your wallet.
It's important to understand how inflation is reported and how it can affect investments.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
When considering life insurance, it's important to understand your options.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Use this calculator to estimate your capital gains tax.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
There’s an alarming difference between perception and reality for current and future retirees.
Three things to consider before dipping into retirement savings to pay for college.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Do you have causes that you want to support with donations? Here are three tips.
The decision whether to buy or rent a home may have long-term implications.