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...

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.

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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.

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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...

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...

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...

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...