The halfway point of 2021 marks a time for renewal on the path back to normal. From vacation travel to summer camps and family reunions, it also ushers in the opportunity to reevaluate your financial goals and planning.
Regions Wealth Management financial professionals offer advice and services to help guide our clients toward their individual needs and goals now, for the future, and that of future generations.
Season three of the Regions Wealth Podcast launched on June 30 with Julie Weaver’s focus on financial planning after the Covid-19 pandemic, followed by Brandon Thurber’s insights on investment strategies for 2022 and beyond. A new episode will be available biweekly on regions.com through early December. Topics covered this season include a 12-episode series on generational wealth, investments, preparing for retirement and specific tips for women impacted by the pandemic.
Regions Private Wealth Management’s Insights magazine is a go-to resource for information on a variety of wealth topics. Take a closer look at the summer 2021 issue, which is available now on Regions.com.
Check out the story lineup below or download the full issue.
Cover Story / Staying the Course Toward Retirement
Featuring Mark Blackwell, Private Wealth Management leader, Regions Private Wealth Management.
As economies and communities reopen, it is an ideal time to review and reevaluate retirement goals and finances to ensure you stay on track. The pandemic changed the way many of us view the world — and our future. If you are nearing retirement and your priorities have shifted, it may be time to schedule a meeting with your team of financial professionals.
Your Wealth: Time for a Tune-Up – Is it Time to Reevaluate Your Portfolio?
Featuring Riley R. Risher, wealth planning analyst, Regions Private Wealth Management.
As we begin to emerge from a year of volatility, there are still some uncertainties around the future. Many investors stayed the course during the short-term market volatility sparked by the global pandemic. The importance of diversification was amplified as certain sectors suffered as a result.
Your Business: Updating Your Business Legacy Plans
Featuring Deborah Rahn, trust advisor, Regions Private Wealth Management.
The Covid-19 pandemic had swift and significant impacts on small businesses across the country. Early planning and a robust continuity plan may have saved many businesses while others failed to adjust to rapidly changing economic conditions. Communication proves critical in times of crisis and a solid legacy plan can mean the difference between riding out the storm and being swept away.
Spotlight: Ready to Travel Again? You’re Not Alone.
Luxury travel advisor Gina Porter shares what to expect as we resume traveling in the next phase of the Covid-19 pandemic.
Intelligence: The Rewards of Financing Your Life Insurance
Featuring Mike York, credit executive, Regions Private Wealth Management.
Using credit to finance life insurance may help reduce out-of-pocket costs while providing greater coverage.
An Effective Use of Credit for Savvy Investors
Featuring Grace Jackson, banking product and development manager, Regions Private Wealth Management.
A securities-based line of credit offers easy access to cash whether you need money to pay a large tax bill, cover major medical expenses, or make a lifestyle purchase such as a vacation home or business investment.
Teaching Family About Money and Investing
Featuring Paige H. Christenberry, CFP®, wealth advisor, Regions Private Wealth Management.
Diversification, timing and funding are all key aspects when building an investment portfolio. Younger generations may view investing like a game, so it is important to talk with your beginner investors about building a sound investing strategy to secure their financial future.
Crypto: 5 Things You Should Know About Bitcoin
Featuring Ryan Owen, portfolio manager, and Michael Moorefield, strategy and operations analyst, Regions Asset Management.
As cryptocurrencies rise in popularity, Regions financial professionals share five facts on Bitcoin and its effects – essential to understanding the risks of investing in crypto.
Perspective: Managing the Special Needs of Family Members
Featuring Hollis Gunn, trust advisor, Regions Private Wealth Management.
A father and trust advisor shares best practices in navigating the financial affairs for family members with special needs.