Commentary

As part of our fiduciary approach to considering your best interests, we provide regular updates and news items about our firm, as well as information and commentary we deem to be relevant and worth your time. We invite you to contact us about any of these articles and releases. We’re only too happy to answer your questions.

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Craig Robson, Founding Principal and Managing Director

On a recent scuba dive with my older son in Cozumel, he unfortunately realized his tank was out of air while approximately fifty feet below sea level. Without any hesitation he calmly and instinctively enacted the training we all must complete before certification. The first step you take is to locate your dive buddy and use hand signals to verbalize the situation....

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Elias John Crist, Associate Relationship Manager

As tax season rolls around, charitable giving may be on your mind. While it is too late to impact your 2021 giving, here are ways to make your charitable giving more tax efficient going forward.

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Craig Robson, Founding Principal and Managing Director

Note from Regent Peak: The Wall Street Journal is cited in this article and the cited content may require a subscription to view.

As a family, we typically make trips from Atlanta to Florida this time of year for our children’s ice hockey tournaments and scuba dives. However, this year we experienced sticker shock! We...

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2022 is off to an exciting start, and your Regent Peak team hopes you are having a great year so far!

We distribute this newsletter to keep you, our client, informed of important details, deadlines, and other information you might need.

We hope you find our newsletters helpful. We enjoy staying engaged with you!

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Elias Crist, Associate Relationship Manager

While logging in and seeing a reduction in the value of your investment accounts can be unnerving, periods where markets have pulled back can also present unique opportunities, depending on your individual situation and appetite for risk. Below are some strategies to consider, if you are:

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Some of the Regent Peak team’s most successful relationships are with business owners. We have always strived to simplify their financial decisions and fine tune their plan, while working to maximize rewarding outcomes. Now, our team has another differentiator that provides us the ability to go deeper with business owners, assisting them with one of the biggest career decisions in their life: the sale of their business.

Our Chief...

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Reflection.

As we near the end of the year, you might be thinking of all the goals you did or didn’t accomplish. Our Regent Peak Wealth Advisors team believes the end of the year is a great time for reflection. We encourage our clients to sit back and take inventory of what worked when they set their goals for 2021. We believe it is important to then apply those lessons learned to 2022, as you start to reestablish new...

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Founding Principal and Managing Director, Craig Robson

Note from Regent Peak: The Wall Street Journal and The Bespoke Report are cited in this article and the cited content may require a subscription to view.

Do you know someone who left their job this year? I recently read an article that reported U.S. workers left their jobs 20 million times between April and August, and that doesn’t...

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Every year around this time, the thought hits us, "Wow, where did the year go?" On the heels of 2020, we held such high hopes for 2021. While it may not have been the year any of us anticipated, we have made the most of it! Most importantly we've been able to get back to face-to-face meetings, when allowed and if all parties are comfortable. It feels nice to see our clients again!

We welcome the holiday season and look forward to...

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Founding Principal and Managing Director, Craig Robson

Note from Regent Peak: The Wall Street Journal is cited in this report and the cited articles may require a subscription to view.

This spring, our oldest son secured his first paying job at the age of 16. For years he’s done household chores for his allowance, but this was his first real job! We are very proud of our...

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Founding Principal and Managing Director, Craig Robson

Note from Regent Peak: Bespoke Report is cited in this report and the cited article may require a subscription to view.

Recent events in our country and around the world have left me asking myself, where do we go from here? I’ll start with the markets.

The S&P 500 achieved its 52nd record high of the year on Friday, August...

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Founding Principal and Managing Director, Craig Robson

Note from Regent Peak: Charles Schwab Quarterly Chartbook is cited in this report and the cited articles may require a subscription to view.

Change is constant and change is guaranteed. When reviewing recent changes we’ve experienced, I believe there are a few things to keep in perspective when it comes to capital markets and the...

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Founding Principal & Managing Director, Craig Robson

For many of us, the start of summer is exciting and it means different things to different people. Whether it's vacations, beaches, baseball and even the occasional heat wave, summer normally means good times.

As a kid growing up I played baseball and one of the rare occurrences within the sport is a triple play. For those of us who are not baseball...

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Founding Principal & Managing Director, Craig Robson

The recent ransomware attack on Colonial Pipeline caused drivers to panic and fill up their gas tanks. For those of us old enough to have lived through the ‘70s (full disclosure, I was 10 years old in 1979), the gas shortage earlier this month was an eerie reminder of what happened then.

While my biggest complaint about the gas shortage in the '70s was...

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This month our Regent Peak team is celebrating our two year anniversary!

The creation of Regent Peak as an independent advisory firm is a direct result of our desire to access optionality and a variety of solutions for our clients.

Now, two years into our independence, our growing firm is proud of our work to help individuals and families reach their financial goals. Thank you to all of our industry partners and clients for...

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Founding Principal & Managing Director, Craig Robson

Have you noticed? It’s happening. For many, the fears and uncertainties of 2020 are washing away and now, many of us are beginning to see the world through an optimistic lens. I’m seeing it with capital markets and the economy. Many economists are already raising their 2021 forecasts. For example, AllianceBernstein recently raised their 2021 global GDP from 4.8%...

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Chief Investment Officer, Nathan Hoyt

Financial literacy is a term that gets thrown around a lot - I think of it in terms of understanding money and, more importantly, accessing the tools available to grow your wealth. It doesn’t mean much to understand money, if you don’t have enough money to access the tools critical to grow your wealth.

One of...

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Founding Principal & Managing Director, Craig Robson

What does taking a loss mean to you? No one likes it, but sometimes a loss is easier to handle than others. In some situations you know that a loss is just part of being in the game.

I’ve had several recent conversations where I’ve noticed an uptick in loss aversion. They would rather avoid losses, over achieving equivalent gains. My advice to these...

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Chief Financial Officer, Kevin Manning

Our process – helping you to successfully achieve your goals At Regent Peak, one of our core responsibilities to clients is to understand their financial goals, while simultaneously managing their investible net worth in a way that provides them the greatest likelihood of achieving those goals. We want to set our clients up for success during their lifetime and...

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Founding Principal & Managing Director, Craig Robson

The past 12 months have highlighted something that lingers behind many of the choices we make: Risk.

I was recently reading various market and economic commentaries, and I came across a staggering statistic. Household wealth in the United States has increased by $5.2 trillion since the end of 2019.1 It caused me to reassess the current risks I see coming our...

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Founding Principal & Managing Director, Craig Robson

In the first four weeks of the new year, I’ve had multiple conversations with individuals about the markets’ performance. The conversations keep having the same theme; nervousness, even though the markets are doing so well.

Person 1: “The markets can’t keep going up.” My response: “Actually, they can.”

Person 2: “It’s safer to stay in cash.” My...

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Disclosures

Regent Peak Wealth Advisors, LLC is registered as an investment adviser with the Securities and Exchange Commission (SEC). The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.

Note, the information provided in this document is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward-looking statements may be identified by the use of such words as, but not limited to: “believe”, “expect”, “anticipate”, “should”, “planned”, “estimated”, potential”, and other similar items. These are subject to various factors, including but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in a portfolio’s operations that could cause actual results to differ materially from projected results. Such are forward-looking in nature and involve a number of known and unknown risk, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-thinking statements. Prospective investors are cautioned not to place undue reliance on any forward-looking statements or examples. None of Regent Peak Wealth Advisors, LLC or any of its affiliates or principals nor any other individual or entity assumes any obligation to update any forward-looking statements as a result of new information, subsequent events or any other circumstances. All statements made herein speak only as of the date that they were made.

Past performance is not indicative of future results. Returns not guaranteed. Not FDIC insured. Not bank guaranteed. May lose value, including loss of principal.

Content should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Regent Peak Wealth Advisors, LLC is not engaged in the practice of law or accounting. This is not a recommendation nor an offer to sell (or solicitation or an offer to buy) securities in the United States or in any other jurisdiction.

Any and all hyperlinks in these publications are provided as a convenience, and we disclaim any responsibility for information, services or products found on websites linked hereto.

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Regent Peak Wealth Advisors is a registered independent advisory firm dedicated to working with creators of significant wealth, including multi-generational families, business owners, entrepreneurs, corporate executives, as well as trustees and board directors.