What's New

2010 Asset Allocation Summit.

Each year, RegentAtlantic Capital, LLC®'s investment committee wipes the slate clean and thoroughly reviews our current investment allocation models, attempting to identify whether our existing allocations are the most appropriate and optimal allocations for our clients' portfolios.

The process is intensive: weeks of research and analysis go into each of the asset classes reviewed, outside fund managers are interviewed at length, topics are discussed and debated within the investment committee at even greater length, and ultimately recommendations are generated.

This year, we reviewed seven asset classes for potential addition to our allocation models, of which one made the final cut and three found themselves on the shelf for future consideration.

To read the report in its entirety, click here. (PDF Attached.)

Roth Conversion Webinar - Feb. 23rd - 8:00 PM

Starting January 1, 2010, investors will be allowed to transfer some or all of their pre-tax retirement assets to after-tax Roth IRAs without regard to the current $100,000 limit on adjusted gross income. Michael Steiner and Lesley Draper will lead a webinar session to help you understand the potential pros and cons of such a conversion. Michael is a Wealth Manager at RegentAtlantic, in addition to being a Certified Financial Planner™ certificant and a Certified Public Accountant. Lesley is a Financial Advisor at RegentAtlantic and a Certified Trust and Financial Advisor (CTFA). To receive an invitation, contact Rachael Coleman at (973) 425-8420,a ext. 201 or email rcoleman@regentatlantic.com.