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Our Papers

RegentAtlantic financial professionals love to write and share what they know and what they've learned.  Below you may access this growing list of papers.  If you have questions about the material you read, please feel free to contact the author.

 
   
2010  
  2nd Quarter
 
  • "Should You Dollar Cost Average" - May 2010 - By Michael Kimmel, Analyst
  • "An Umbrella for Unsuspected Liabilities" - May 2010 - By Jim Ciprich, CFP®, MBA, Financial Advisor
  • "More Tax un(Certainty)" - April 2010 - By Michael Steiner, CFP®, CPA, Wealth Manager
  • "Roth IRA: A sharp tool?" - April 2010 - By Michael Steiner, CFP®, CPA, Wealth Manager
  1st Quarter
 
  • "2010 Asset Allocation Summit Summary" - January 2010 - prepared by RegentAtlantic's Investment Committee chaired by Brian Kazanchy, CFA, CFP™ and Wealth Manager
2009  
  3rd Quarter
 
  • "Estate Planning Self Help Check List" - July 2009 - By William T. Knox, IV, CFP®, CFA, JD, Wealth Manager
  2nd Quarter
 
  • "Paying for College" - June 2009 - By Edward Stuart, CFP®, ChFC, CLU, Wealth Manager
  • "GI Joe versus COBRA" - May 2009 - By James Ciprich, CFP®, MBA, Financial Advisor and Amanda Newton, Analyst
  • "How can I plan and pay for the lifestyle I want" - April 2009 - By Edward Stuart, CFP®, ChFC, CLU, Wealth Manager

Our Papers

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