Wealth Insights Magazine Winter 2020

Insights offers Regions Private Wealth Management’s perspective on current economic issues, wealth management strategies, your business, retirement and planning tactics. Download Insights magazine Winter 2020 Issue.

Minimizing Risk, Maximizing the Reward

No matter your stage in life, one rule of thumb holds true: minimize the risk and maximize the reward. It sounds simple, but it rarely is. This issue of Insights is designed to help you make that idea a reality.

For most people, their financial lives start with their income, but the ways that people are paid have changed—along with the related risks and rewards—as we take on in Making the Most of Your Peak Earning Years (page 6). And if you own a business, one decision that’s comes with risk and reward is expansion. In How Scalable Is Your Business? (page 10), we lay out the questions to ask before undertaking new growth.

In the end, risk and reward are personal. And taking stock of them from a personal standpoint is the focus of The Big Picture—And Your Financial Blind Spots (page 4), which is all about ensuring your financial life is moving safely in the right direction. We hope you enjoy this issue of Insights and find it

The Risk of Social Media

How to keep your family, and yourself, safe online. p1

Women, the Pay Gap and Retirement

The unique set of financial challenges women face require a unique strategy to overcome them. p2

Divorce and Your Finances

Key steps for regaining financial independence after a split. p3

Your Financial Blind Spots

It’s easy to miss things during retirement planning. Keep these items in mind to avoid problems down the road. p4

Compensation: What Matters to You?

As compensation packages change, so should your tactics. Here’s what to look for. p6

How Scalable Is Your Business?

Answering these key questions can help you determine if your company is ready for expansion. p10

Friends and Investments

With the right expectations in place, investing with loved ones can be a rewarding experience. p12

The Heart of Personal Banking

Regions Commercial Manager Stuart Tubb shows the role of client relations in banking. p13


Before investing in a 529 plan, investors should carefully consider whether the investor's or beneficiary's home state offers any state tax or other benefits available only from that state's 529 plan.

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