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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
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Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
There are four very good reasons to start investing. Do you know what they are?
To choose a plan, it’s important to ask yourself four key questions.
The item most homeowners forget on their home improvement project checklist is insurance.
At what point can you call a personal vehicle commercial?
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
How long does a $20 bill last?
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Taking your Social Security benefits at the right time may help maximize your benefit.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
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.
Make your retirement as exciting as your next vacation.