November 24th, 2015
Ramsey, NJ – Looking for a few extra dollars this holiday season? Regency Wealth Management has an idea for an unusual place to look.
Every year the state of New Jersey holds a substantial amount of unclaimed property until the rightful owner steps forward to claim it. According to the state’s website, this unclaimed property may consist of both tangible and intangible assets and must be held for the owners in compliance with New Jersey’s Unclaimed Property Statutes. Read the rest of this entry »
October 30th, 2015
Tim Parker was recently quoted in the Wall Street Journal. Mutual Funds Flail at Valuing Hot Startups Like Uber: Prices for hot private companies are hard to set and can vary widely; a 99% plunge at T. Rowe Price. Read the article here.
September 30th, 2015
Ramsey, NJ — A couple who sought financial advice from Regency Wealth Management was shocked to learn that their paper sack full of documents included a $250,000 investment they had no idea they owned. “It was a really nice surprise for us and for them,” Mark Reitsma, Partner at Regency Wealth, said. Read the rest of this entry »
August 13th, 2015
Ramsey, NJ (Aug. 7, 2015) — A retired North Jersey couple will have an additional $9,000 this year, thanks to advice from Andy Aran and Tim Parker at Regency Wealth Management. Despite a sizeable retirement portfolio, the couple was turned down when they sought to refinance their mortgage. Advice from Regency helped them to make good banking connections, describe their resources clearly, and save money.
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