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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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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Have you noticed our email communications have a new look? On our journey to independence, you may have heard us express our delight in our ability to take advantage of new technology.

We recently began using a new email marketing platform, which enables us to further customize our messages to you. You can expect to continue seeing Craig's Corner reports and our New Heights newsletters arriving in your inbox, however, now improved for...

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Chief Investment Officer, Nathan Hoyt

You have probably heard from any one of the financial news outlets and most of the major news outlets (or your barista, uber driver, hairstylist etc.) the remarkable price action in a handful of stocks that you thought you would never hear about ever again ($AMC / $GME / $NOK / $BB to name a few positions that have doubled or tripled and then halved, sometimes in the same day)....

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Founding Principal & Managing Director, Craig Robson

It is a new year, with new economic forecasts, and depending which forecast you read, you will see there are many varying viewpoints. I am frequently asked to provide my thoughts on future economic projections, however, as I share my views, I acknowledge, I, nor anyone else truly knows.

I often say to our clients, the best course of action is to create a...

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Working Remotely By now you know that we have moved into our wonderful new office in the Galleria Office Park. While our new office is beautiful, we are continuing to heed the guidance from the CDC and local officials. You've likely heard that most of our team members visit the office on a part-time, rotating schedule to minimize contact with one another. If an in-person meeting is warranted, and our office happens to be the...

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Founding Principal & Managing Director, Craig Robson

We’ve all faced challenges in 2020 and now many of us are questioning, what will the new year bring?

In late January, a new administration will take office and with that administration it’s time to start thinking about equity market returns. When taking a look back at the S&P 500, historically, new administrations average a positive 13.3% in their first...

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A Joyous Holiday Season. As we near the end of 2020, we hope nothing but positivity for you through the remainder of what has been a rollercoaster ride of a year. While the holiday season looks very different from what we're used to, we hope everyone takes this time to enjoy what matters most. We're counting our blessings. Stay safe and well. A

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Founding Principal & Managing Director, Craig Robson

Bring on the good news! Two weeks in a row pharmaceutical companies have announced positive COVID-19 vaccine results, driving major market growth.

Pushed by the continued optimism of a faster economic rebound, The Wall Street Journal reports the DOW set another new record this week, gaining 470.63 points, or 1.6%, to 29950.44. That is just shy of the 30000...

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Gifting: As we move further into the fourth quarter, we know many of you have gifting on the mind. It is the season for giving! As you get into the spirit, remember, early December is the recommended deadline for processing stock gifts, to ensure delivery by year-end for tax benefits. Some questions you may need to ask yourself: What is your company's deadline for gift matching? Does the charitable organization you want to...

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Founding Principal & Managing Director, Craig Robson

In this day and age, it is hard to imagine a world where you can’t simply look up the score of a game or the outcome of a movie. I remember when I first watched one of my favorite movies as a kid, The Empire Strikes Back, in the original Star Wars Trilogy. I was so surprised by the climax of the movie; I didn’t see it coming! And just like I didn’t see the end of...

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Founding Principal & Managing Director, Craig Robson

Whether it is online or on television, we hear a lot of bad news. So, how about some good news? Capital markets continue to surge forward and at the end of the third quarter the S&P 500 gained 30.1% over the previous six months.

According to financial experts with the Bespoke Report, “The last time the S&P 500 saw gains of greater than 30% in a...

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Founding Principal & Managing Director, Craig Robson

We know that growth and change do not happen overnight, and of course we can expect economic growth and recovery to take time as we push forward. According to the Wall Street Journal, “U.S. service-sector and manufacturing companies reported solid growth in September, a positive signal for overall economic growth in the third quarter.”

The labor market,...

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As we've mentioned before, our Regent Peak team is committed to working towards successful outcomes for our clients and to keep you informed on major financial/economic news. Through his Craig's Corner reports, our Founding Principal and Managing Director provides insight into the markets, as he digs into the data. Here is a sample of his latest edition:

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Founding Principal & Managing Director, Craig Robson

For many of us, the beginning of the pandemic seems like a lifetime ago. As we move forward, we continue to see signs of economic optimism and recovery. The Wall Street Journal recently polled business and academic economists and they expect better growth forecasts for gross domestic product in Q3 than originally anticipated (23.9% compared with 18.3%).1...

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Founding Principal & Managing Director, Craig Robson

With only four more months left in 2020, it has definitely been a year of surprises. One being the unexpected summer market rally we have experienced! From April 30 to August 18 the S&P 500 gained 19.8%. That gain works against the strategy, “sell in May and go away” that some favor. It is important to note the S&P 500 lost 6.8% in the previous six months...

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Keeping You Informed

With nearly three decades of experience in the financial industry, our Founding Principal and Managing Director Craig Robson examines the latest data and gives his take on the pulse of the economy in his Craig's Corner reports. To reference one of his recent Craig’s Corners, he explains, the factors of an economic recovery are as numerous as they are complex. The data, however, suggests we could...

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Founding Principal & Managing Director, Craig Robson

What drives an economic recovery? The factors are as numerous as they are complex. The data, however, suggests we could look at this economic recovery with cautious optimism. Following better-than-expected Q2 earnings results, many large financial institutions such as Goldman Sachs recently increased its S&P 500 earnings-per-share estimate for this year....

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Founding Principal & Managing Director, Craig Robson

We are now within 100 days of the presidential election, and as we get closer to November, you will continue to hear debate about both political parties and the economy. Historically, the stock market performs better with a Democrat in the White House, rather than a Republican. From 1952 through June 2020, annualized real stock market returns under Democrats have...

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We're Growing

As part of Regent Peak's success, we are excited to share that our team is growing! We have diligently planned the expansion of our team by creating a new role. We evaluated what would add the most value to our team and we quickly realized we could all benefit from administrative assistance: an office manager. After going through the discovery process and interviewing many candidates, we came to an...

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Founding Principal & Managing Director, Craig Robson

Adapting to the COVID World: No matter what business you are in, we are all adapting to our new normal with the COVID-19 pandemic. New data suggests we might be moving in the right direction when it comes to jobs. At the start of July, The U.S. Department of Labor released its May unemployment numbers. In May, 1.8 million workers were laid off from their jobs....

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Founding Principal & Managing Director, Craig Robson

As we move past this year’s halfway point many of us are trying to get back to some sense of normalcy. But, as cases of COVID-19 increase, it is hard to ignore its impact on the economy and our daily routines. As the summer goes on, many of us have taken beach vacations with our families and you might have noticed that in some situations it doesn’t even seem like...

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A Message From Craig

We hear you, and we are feeling it too. It is a time of much uncertainty. It is difficult continuously verify their alignment with your goals. We hope you are enjoying everything we’ve shared with you across many forms of communication. You can still rely on us to connect with you in a one-on-one setting, to discuss your confidential data, and take a deep dive into your planning needs. To touch on...

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Founding Principal & Managing Director, Craig Robson

As of Tuesday, May 19 the S&P 500 increased by almost 31%, since the low point (March 23) during the COVID-19 pandemic. Why is this important? May 19 was the 40th trading day and there have only been five other 40-day periods where the S&P 500 has increased by greater than 25% 1. This surge left some people asking, is it time to de-risk? Perhaps, but we...

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Founding Principal & Managing Director, Craig Robson

In the first few days of June, I was planning to release another version of Craig’s Corner, yet I have withheld it because I am compelled to touch on a different topic.

Last week I witnessed so much violence: the devaluation of human life, the destruction of property, and nationwide societal unrest. Racism and disregard for human life is incredibly...

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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.