The Fed cuts rates again, what does that mean for investors? Our Chief Investment Officer Nathan Hoyt suggests taking a long-term view.

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Our Founding Principal and Managing Director joined Ed O’Farrell for a “Hot Minute” to discuss how offering clients interesting alternative investment opportunities can foster a sense of excitement and engagement, our founding story and more on Craig’s background, including his alma mater, first job and the book that’s shaped his investing philosophy.

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It was an Autumn Friday evening, approximately one year ago, that I received a text message from a good friend stating he needed to speak with me. I was in Tampa attending my younger son's hockey tournament and told him I would call him within an hour. I suspected something was wrong, yet I kept a positive mindset prior to our conversation. My suspicions were unfortunately correct, as he later told me he was diagnosed with stage 4 cancer and...

Bitcoin’s recent surge has renewed investors' interest in cryptocurrency. However, as our CIO Nathan Hoyt shared with InvestmentNews, this performance likely stems from the U.S. government’s continued stance on cutting interest rates amid rising debt and deficits, fueling inflation and currency devaluation.

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The threat of financial fraud is becoming a bigger threat as we enter an ever-evolving digital world. That leaves a looming question: how can advisors help combat this? In his piece, Elias offers fraud prevention strategies such as complex passwords, enabling dual-factor authentication, freezing credit and more. These are proactive measures that advisors can provide to their clients annually to reduce the risk of cybercriminal...

Craig Robson, Founding Principal and Managing Director at Regent Peak Wealth Advisors, notes that while this Friday’s September jobs report won’t specifically illuminate the wealth management industry, the financial advisory business continues to add professionals across various roles.

“Each firm’s respective growth and resource strategy will drive these new employment opportunities,” said Robson. “Within Regent Peak Wealth Advisors,...

The promise of AI is to help advisors improve efficiency and automate routine tasks, but what does that mean for advisors?

In this piece Craig delves in to his thoughts: AI taking his job any time soon. He believes that the value of the human element cannot be replaced. Clients consistently seek advisors who offer competencies, knowledge, experience, personality, relational connections, willingness to serve and strong ethics–qualities...

We’re getting a head-start on year-end planning. Whether it be discussing charitable giving strategies, Roth conversations, or working to maximize after-tax returns, it’s important that we’re proactively looking forward to the coming year.

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Nathan Hoyt, Chief Investment Officer at Regent Peak Wealth Advisors, does not look to seasonality as a core investment thesis because he is no market timer. “In essence, market timing is based on the hope that you are smarter than the market or that you are convinced the future will behave like the past. I prefer an investment strategy that I can stick to regardless of the calendar, rather than one that depends on the calendar,” said...

Newer banks, who are trying to build up a strong base of account holders, are willing to pay higher rates to entice them to move their accounts from other lower paying competitors,” says Manning. However, risk of default in these banks could be slightly higher, so with that in mind it is advisable to keep account balances at or below your FDIC protection limits.

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The market sell-off in early August was a stark reminder that pullbacks are not uncommon. Our Founding Principal and Managing Director, Craig Robson, CFP®, CIMA®, CDFA® believes that instead of making rash moves, investors should use those moments to reevaluate the risks in their portfolio and take stock of their liquidity needs to better prepare for future volatility.

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This week we have seen a notable rebound in U.S. stocks, with the Dow, S&P 500, and Nasdaq posting their best gains since November. While this uptick is promising, our Chief Investment Officer, Nathan Hoyt, CFP®, emphasizes the importance of staying vigilant.

At Regent Peak Wealth Advisors, we continue to navigate these dynamics with a balanced approach, focusing on long-term strategies amid short-term fluctuations. We remain...

Many advisors work with clients who own businesses, but not all are equipped to truly serve this niche. At Regent Peak Wealth Advisors, we understand that guiding business owners through their financial journey requires a deep understanding of their unique challenges.

Our Founding Principal and Managing Director,...

August 5, 2024 proved to be a hectic day for financial advisors and clients due to the market sell-off.

However, our founding principal and managing director, Craig-Robson, CFP®, CIMA®, CDFA®, shared his most effective strategy for calming anxious clients: reminding them that we designed their financial plans and corresponding allocations to account for periods of downside volatility. Craig noted that “while this isn’t enjoyable, it is...

In previously coaching my son's ice hockey teams, after drawing up a new play and visually explaining it to the players, I would ask if they had any questions before we installed it into our practice plan. Once any remaining questions were answered, and before they set out to go practice it live, I would finish by asking the kids, "What could possibly go wrong?" This latter question was by design, partially to provide some levity yet also to...

Here we are, at the mid point of 2024! At this juncture, your Regent Peak team reflects on significant internal processes and expansions of our partnerships to enhance our business, allowing us to maintain our steadfast client-centric approach. We continue to hear from you on what's important, and while that can differ across the clients we serve, one thing remains at its core: our ability to engage with you in personalized ways across the...

When it comes to depositing a windfall of cash, it’s often more complicated than simply going to the bank..

Our Chief Financial Officer and wealth advisor, Kevin Manning, CFP®, says that policies regarding how to handle large sums...

A Blackstone study found that 90% of surveyed advisors had helped their clients into private markets, with 70% of the respondents saying their clients had allocations of 5% or more.

Our Founding Principal and Managing Director, ...

In Mallika Mitra's Bankrate article, our associate wealth advisor,...

In an InvestmentNews article, our Founding Principal and Managing Director, ...

With 70% of families losing their wealth by the next generation and 90% by the third, it is crucial for advisors to work with clients on preserving financial stability. In a piece for Kiplinger, our Chief Investment Officer...