Regatta Research & Money Management LLC

Regatta Research & Money Management LLC Regatta Research & Money Management LLC

Attention Estate Executors: Do you know about the Alternate Valuation Date?
07/22/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

If you thought that payouts from life insurance are tax-free in all cases, think again.
07/21/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

A new study suggests a blood test may someday help identify healthy older adults who are at higher risk of developing Al...
07/20/2026

A new study suggests a blood test may someday help identify healthy older adults who are at higher risk of developing Alzheimer’s symptoms years in advance.

The test measures p-tau217, a form of tau connected to Alzheimer’s-related changes in the brain.

Researchers found that symptom-free older adults with very high levels of p-tau217 had a 38% risk of developing cognitive impairment within five years. That risk rose to 78% over 10 years, though researchers noted there is less confidence in the 10-year estimate.

For now, scientists say the test may be most useful for research, including identifying people who could participate in studies of possible Alzheimer’s treatments or prevention strategies.

They also caution that the test is not yet precise enough to guide an individualized prognosis for healthy people.

The broader takeaway: medical advances can create promising new tools, but timing, accuracy, and clinical usefulness matter. For now, researchers still emphasize familiar brain-health habits, including eating well, sleeping well, exercising, and staying socially engaged.

A blood test that helps diagnose Alzheimer's might also forecast if healthy older adults will develop symptoms.

Mortgage rates recently climbed to their highest level since August 2025, creating another challenge for homebuyers.The ...
07/20/2026

Mortgage rates recently climbed to their highest level since August 2025, creating another challenge for homebuyers.

The average contract interest rate for a 30-year fixed-rate mortgage with a conforming loan balance rose to 6.65%, up from 6.58% the previous week.

Higher rates can affect affordability, as even a small increase can change a buyer’s monthly payment.

That pressure showed up in mortgage demand. Applications to purchase a home fell 7% from the previous week and were 2% lower than the same week one year ago.

Buyers are also still facing high home prices and a limited supply of affordable homes for sale.

Refinance applications rose this week, though refinancing remains less attractive for many borrowers because rates are not much lower than they were a year ago.

For households, mortgage rates are a reminder that borrowing costs can play a major role in affordability, timing, and monthly cash flow.

Mortgage rates moved higher last week, causing buyers to pull back, but refinancing did see small gains.

Test your estate strategy knowledge with this short quiz.
07/20/2026

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between...
07/17/2026

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out wha...
07/16/2026

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out what your MPG really means for your wallet.

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
07/15/2026

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Overview of Medicare Advantage, what’s in them, special rules, and more.

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial wo...
07/14/2026

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.

Learn about the risks of not having health insurance in this informative article.

Federal Reserve officials were divided on where interest rates could go next, according to minutes from the June meeting...
07/13/2026

Federal Reserve officials were divided on where interest rates could go next, according to minutes from the June meeting.

At that meeting, the Fed voted unanimously to keep its benchmark interest rate in the 3.5% to 3.75% range.

The minutes show that some officials saw a case for lower rates if inflation eases, while others saw a case for higher rates if price pressures remain elevated.

Inflation was a major part of the discussion. Officials noted that tariffs, energy prices, and supply disruptions tied to the Strait of Hormuz could keep inflation elevated in the near term.

They also discussed how demand for artificial intelligence infrastructure could put upward pressure on prices for technology products and electricity.

For households and businesses, the broader takeaway is that interest rate decisions remain closely tied to incoming economic data. Inflation, energy costs, employment, and market conditions can all influence how policymakers approach future rate moves.

The Federal Reserve on Wednesday released minutes from its June 16-17 meeting.

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