Craig Robson, CFP®, CIMA®, CDFA®, Founding Principal and Managing Director

During a recent conversation with one of my teenage boys while driving him to school, he commented that he felt I was a risk-taker compared to his friends’ fathers. I was somewhat caught off guard with this unexpected comment so I asked him to elaborate. To paraphrase, he responded, for example: 1) you were...

At Regent Peak, we strongly feel our relationships are partnerships. We like to describe the relationship like our clients are the pilots, and we are the co-pilot. Even though we are in the financial planning advisory role, our clients establish the destination (set their financial goals), outline the flight path (explain the level of risk they are comfortable taking on), and safely land the plane (reap the rewards of financial discipline)....

The concept behind an Investment Committee is comparable to our government’s purposeful “checks and balances” system. Just like the judicial, executive and legislative branches’ responsibility to question, review and validate proposals from one another, members of an Investment Committee take on the responsibility to research and understand the risks and benefits of proposed investments from other members.

At Regent Peak, we are proud...

The majority of our clients have been investing for years, if not decades. There are times, however, when we meet individuals or couples who come to the realization that they are now accumulating wealth but just haven’t done anything about investing, and they are concerned that they’ve “missed the boat”. Or we have clients who would like to advise their young adult children on how to set out on their investment journey. In either case, the...

As a business owner thinks about selling their business, there’s a number of different components they need to think about well in advance of the actual sale of the company. Those considerations can be categorized into “internal,” aspects that relate to ensuring the business will be operating as efficiently and effectively as possible to be attractive to potential buyers, and “external,” which includes market conditions and timing of a...

Craig Robson, , CFP®, CIMA®, CDFA®, Founding Principal And Managing Director

When I am randomly asked what my favorite holiday movie is, I answer, without hesitation, "It’s a Wonderful Life." For those who are not familiar with this 1946 classic, the movie showcases a man who has given up his personal dreams in order to help others in his community and whose thoughts of suicide on...

Craig Robson, CFP®, CIMA®, CDFA®, 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.

Last week I read an article in the Wall Street Journal which caught my attention. It referenced that 18 months into the pandemic, the IQ scores of 700...

Your Regent Peak team has had a busy summer, as we work hard to make it happen for you, as your co-pilot, while enjoying time with family and friends. Take a look in this edition of our newsletter to see what we've been up to!

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...

For existing investment advisory professionals who are interested in joining a team that is young, diverse, growing, dynamic, innovative, works smart and has fun together, we encourage you to listen to Craig’s podcast with Mindy Diamond of Diamond Consultants. In this podcast you’ll hear why Craig created Regent Peak Wealth Advisors to better serve our client relationships while...

Craig Robson, Founding Principal and Managing Director

In May, when our youngest son was finishing school exams, my wife and I encouraged him to start thinking about what he would want out of a summer job. He initially suggested a few options to us that we, as his parents, felt were narrow and somewhat one-dimensional, acknowledging that as a 14-year-old his employment choices were limited. We encouraged him to think...

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....

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.

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...

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!

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...

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...

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...

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...

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...

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...