Regent Wealth Management
It’s a matter of trust
Article by Alan P. Weiss, CFP®, CPA
Published in the March 17, 2013 New Haven Register
Trust is the foundation of the advisor/client relationship. As with selecting other service providers, such as a family physician, the client frequently chooses the financial advisor whom she trusts the most.
A study by the Wharton School of the University of Pennsylvania looks at three levels of trust. The first is...read more
Sometimes the way to get ahead is to take look back
Article by Alan P. Weiss, CFP®, CPA
Published in the March 3, 2013 New Haven Register
Sir John Templeton , creator of the Templeton Growth Ltd. fund, was a pioneer in both investments and philanthropy. In the 1950s he provided advice on how to invest worldwide when Americans rarely considered foreign investments.
Much of what he espoused more than a half-century ago...read more
Investors need to understand their risk
Article by Alan P. Weiss, CFP®, CPA
Published in the January 20, 2013 New Haven Register
As an investor, do you fully understand what risk means to you?
Understanding your risk tolerance is complex, and the standard questionnaire provided by financial planners may not capture an accurate picture. One reason is...read more
Less is more when comforting those who grieve
Article by Alan P. Weiss, CFP®, CPA
Published in the December 23, 2012 New Haven Register
At the makeshift memorials on the streets of Newtown, and in the churches, funeral parlors and cemeteries, we see Roses in December.
After 9/11, the Register’s Business Editor asked me to write an article, my first for the newspaper. Writing it was difficult...read more
December will be a telltale month
Article by Alan P. Weiss, CFP®, CPA
Published in the November 25, 2012 New Haven Register
December will be the telltale month.
Research from Harvard University economists Carmen Reinhart and Kenneth Rogoff, going back more than two centuries, has shown that growth becomes hobbled when...read more