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
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Important items to consider when purchasing condo insurance.
When to start? Should I continue to work? How can I maximize my benefit?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate your monthly and annual income from various IRA types.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
What does your home really cost?
There are a few things to consider when buying or leasing your next vehicle.
The decision whether to buy or rent a home may have long-term implications.
Why are 401(k) plans, annuities, and IRAs so popular?
Investors seeking world investments can choose between global and international funds. What's the difference?
Learn how to harness the power of compound interest for your investments.