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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.
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Helpful Content
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
College Savings
See how much you may need to save now to cover future college costs for your child.
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16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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?"
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.