Found Money the Perfect Gift for This Holiday Season

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 »

Tim Parker was recently quoted in the Wall Street Journal

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.


Third Quarter, 2015 Investment Review

October 9th, 2015


“Do not put all your trust in money, but put all your money in trust.” – Oliver Wendell Holmes

Volatility, or “vol” as it is called by market pundits, returned from its vacation in a loud and discomforting fashion.   After three years of almost languid, rising stock markets, sellers were plentiful rendering declines in equities around the world noteworthy and concerning.  Factors blamed for this sell off included sharply lower Chinese stocks, fear that a slowing China would drag down global economic activity, decreased market liquidity, and the uncertainty around a Federal Reserve (FED) interest rate increase.  Read the rest of this entry »

Paper Bag Investment

September 30th, 2015

Ramsey, NJA 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 »

Financial advisor helps clients cut monthly mortgage payment by $750

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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