Along similar lines, Nathan Hoyt, Chief Investment Officer at Regent Peak Wealth Advisors, does not see the recent Mag 7 correction as the end of the line for the group.

Read the article HERE

With new tariffs now in effect, our CIO Nathan Hoyt weighed in on how tariffs are simply a policy tool - neither inherently good nor bad, but defined by their intended use. He also breaks down their potential economic and trade impacts:

"Tariffs could be a terrible policy mistake, leading to anti-free trade (if you like that perspective), or it could be necessary economic medicine to bring back manufacturing to the U.S. and negotiate better terms for the U.S. (if you like this one)."

Ultimately, Nathan notes that the true impact of tariffs will only be clear in hindsight - and they shouldn't impact your investment strategy. While tariffs may create short-term noise, long-term investors should stay focused on diversifying across multiple asset classes.

Read the article HERE

With crypto experiencing recent volatility, our Founding Principal and Managing Director Craig Robson reminds investors that strong performance in 2024 doesn’t mean digital assets won’t have a big draw down or pull back like in 2022. He emphasizes that crypto must be suitable for each investor’s risk tolerance.

“Everyone says that they can handle volatility when times are good. When things aren't good, I call it your pain threshold," Craig said. "Upside volatility is great, but the knife cuts both ways."

Read the article HERE

Divorce is a challenging time, both emotionally and financially, but the right guidance can help clients navigate it more smoothly. Our Founding Principal and Managing Director Craig Robson gave Rob Burgess a look into how we leverage advice, education and financial tools to help clients find the best path forward amid divorce.

As Craig explained, we help clients outsource the financial aspects of their life so they can focus on what matters most – their families, careers and personal interests. Through strategic planning technology, we provide the clarity and stability they need to navigate difficult transitions like divorce and work toward the best possible outcome.

Read the article HERE

In a recent InvestmentNews article, our Founding Principal and Managing Director Craig Robson explained how the monthly CPI index – minus the “owner’s equivalent rent” (OER) component – offers a directional snapshot of inflation and how investors can historically combat inflation with public equities.

In fact, Craig highlights that from 1945 to 2023, investors who held cash lost purchasing power by 90%, while those who invested in the U.S. stock market with dividends reinvested significantly outpaced inflation.

Read the article HERE

Private credit is on the rise. In this piece, Craig Robson shares that the asset class "is another tool in the toolbelt" that can offer investors diversification beyond traditional bonds or dividend-paying stocks.

While private credit presents compelling opportunities, Craig also notes that investors should stay mindful of potential risks. As more capital flows into private credit, the possibility of underwriting standards could weaken, potentially leading to credit deterioration. “Will we have a scenario where underwriters get a little lackadaisical in their diligence? I hope that won’t be the case – but hope isn’t a strategy, as we all know,” Craig said.

Read the article HERE

Discover why investors are turning to alternatives, including private equity, private credit, and digital assets and how each plays a unique role in portfolio diversification and growth.

Link HERE

In January our family went to Las Vegas to watch my younger son's hockey team play in a tournament out in the desert - yes, ice hockey is becoming a national sport! For this Atlanta-based group of 17- and 18-year-old young men, it was their first trip to the city known for its entertainment value, especially the gaming industry. Watching their expressions and body language as we toured the casinos between games was worth the price of admission as it was definitely an educational experience. There were multiple mini discussions throughout the weekend between parents and their kids, which included questions such as: "Why is gambling addictive for some people?", "Why don't people stop once they have generated a profit?", "Which games have the best odds of success?", and so on. From a hockey weekend perspective, our boys experienced some difficult odds as two of their five games included a come from behind victory late in the 3rd period as well as an overtime and subsequent shoot-out victory. It was gut-wrenching for the parents! Fortunately, the team wasn't overly distracted as they went undefeated and won the tournament, returning home with the hardware they were seeking, including a team trophy and individual gold medals.

The New Year often brings a wave of bold market predictions and seemingly "can’t-miss" investment ideas. But as our CIO Nathan Hoyt explores in his latest piece for WealthManagement.com many of these trends – whether it’s overconfidence in volatile assets or the sustainability of an 8% withdrawal rate – can be more illusion than reality.

Drawing inspiration from The Wizard of Oz and Wicked, Nathan highlights how investors, much like Dorothy and her companions, must look beyond surface-level narratives and challenge assumptions before making financial decisions. At Regent Peak Wealth Advisors, we believe in disciplined, long-term investing tailored to individual goals – not chasing trends that may lead to an unexpected financial twister.

Read the article HERE

Certain clients have some concerns, and others are super supportive. Most clients are somewhat agnostic to it all. And that’s because we make sure our clients understand that capital markets are generally agnostic to whoever’s in the White House. I like to say that a president gets too much credit when things go well from a capital-markets perspective and too much blame when things don’t go well. We make sure clients understand that their financial plan is their bedrock, and investments are a means to fund those goals. So long as we keep them centered on that, our clients are generally pretty good in terms of managing the day-to-day noise. -Craig Robson, Founding Partner and Managing Director

Read the article HERE

With tax season underway, now is the time for investors to assess their 2024 charitable contributions and to plan ahead for 2025 giving to maximize tax benefits.

Consider strategic giving, including how individuals can:

• Evaluate whether the standard deduction or itemizing contributions provides the greatest tax benefit
• Consolidate donations into a single tax year to surpass the itemization threshold
• Leverage donor-advised funds (DAFs) for immediate tax benefits while maintaining flexibility in charitable giving.

Read the article HERE

With the recent release of December’s CPI data, our AWA Nick Fazio provided insights into inflation trends, why both annual and month-over-month figures matter for a fuller picture, as well as how investors should account for inflation in their financial plans:

"As life expectancies continue to increase, you’re going to want to have a financial plan that anticipates the impact of inflation over multiple decades,” said Nick. “It can feel odd to plan on spending amounts that are significantly higher than what you spend today, but it’s imperative to plan on future increases in price levels to be able to live the great life you envision down the road.”

Read the article HERE

We believe in a smart growth strategy, which allows us to build our team in a manner that aligns with the anticipated needs of the firm, prevents reaching capacity and protects the well-being of our employees.

In line with this strategy, our COO Emily Raymond pointed Gregg Greenberg toward our 2025 expansion plans, where we’re looking to create a business development role and a “hybrid” position that supports our client service associates, associate wealth advisors and planning team.

“You can’t have one without the other to produce quality, efficient, top-notch service to our clients,” Emily noted.

Read the article HERE

"Make sure you know what you own and why you own it."

In a recent conversation our Founding Principal and Managing Director Craig Robson reminds investors of this principle when evaluating new investment opportunities, especially as bitcoin and other cryptocurrencies continue to rise in popularity.

For investors who are looking to diversify with digital assets and determine crypto is a suitable addition to their portfolio, small allocations to crypto ETFs, for example, can help manage risk while gaining exposure to this asset class.

Read the article HERE

As we launch into the first edition of our latest newsletter, “Charting the Ascent,” I’m going to share some knowledge with you, grammar police be damned: Once you know it, you can’t un-know it. The meaning of the phrase “begging the question” is a controversial topic, and I’m one of many who will silently judge you when you use it incorrectly. Miriam Webster has a great article “Beg the Question: It’s not begging at all” (Link below) on the idea.

Most will recognize the phrase to mean “prompting the question” on the heels of a statement or supposition that inspires the need for more information. However, the original phrase comes from a 16th century translation of Aristotle’s “petitio principii,” pointing out a logical fallacy, which is better known as “assuming the conclusion.”

Aristotle’s translated version of “begging the question” is the idea that your argument or thesis is correct on the assumption that the thing you are trying to prove is already correct. Most uses of this version are found in philosophy—a example is “black cats are bad luck and therefore would make a bad pet,” begging the question that black cats are unlucky. So-called mainstream financial “gurus” are constantly guilty of this fallacy, because the future is so uncertain.

With Bitcoin’s recent performance surge and a strong year for digital assets overall, Craig outlined why advisors and investors alike may be more amenable to digital assets in 2025:

• Congress continues to embrace digital assets, creating a more favorable regulatory environment
• Volatile digital assets like Bitcoin and Ethereum offer tax-loss harvesting opportunities for those with direct ownership
• Cold storage solutions reduce the risk of predators accessing and stealing crypto assets
• The use cases for digital assets, such as blockchain-powered internet and digital currency, continue to evolve

Read the article HERE

Financial goals evolve as life circumstances change, and it's important to reassess how you invest. Our CIO Nathan Hoyt shares more signs it may be time to shift your investing approach.

Read the article HERE

Active management is gaining traction within the ETF space, with active ETFs expected to surpass $4 trillion by 2030. Our CIO Nathan Hoyt weighed in on the rising appeal of active ETFs, their benefits for investors and the importance of understanding the underlying investments of these funds.

Read the article HERE

Unfortunately, our clients and their loved ones are not immune to the sophisticated fraud schemes that are so prevalent today, making these conversations a constant reality. Fraud does not discriminate; it targets everyone, regardless of background or financial status. We have witnessed a range of scams, from criminals impersonating government officials or local authorities to fraudulent Bitcoin investment managers, some with heartbreaking results. It is imperative to be proactive about these discussions before it’s too late by taking the appropriate actions.

Read the article HERE

Since Regent Peak Wealth Advisors became independent in 2019, we've strategically grown by refining how we serve and connect with our clients. In this article, Craig reflects on how client relocations and connections with centers of influence have fueled our national growth. We've developed innovative services - like consulting on illiquid assets and preparing our business-owner clients for tax-efficient sales - allowing us to go beyond traditional wealth management offerings.

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As IPOs and private company exits are increasing, our Founding Principal and Managing Director Craig Robson recently spoke with Gregg Greenberg on why we view venture capital as a favorable asset class heading into 2025.

The Regent Peak Wealth Advisors investment committee recommends venture capital as a subset of our private investment allocation, which also includes private equity, digital assets, private credit, commodities, and private real estate, as is deemed suitable for your portfolio.

Read the article HERE