The Talk Exchange Ep 001: Six Months at Regency Capital

The Talk Exchange Ep 001: Six Months at Regency Capital
 

Arthur Mallet and Neil Rose (finally) sit down and reflect after six months building Regency Capital. They talk about the journey, lessons learned, surprises, and their business principles and motivations. Arthur and Neil open their minds and playbook for Regency Capital’s future.

About the Author

Neil Rose, CFA, is the founder and CEO of Regency Capital Management.

Related News

Your Advisor, Your CPA, and the Power of the Three-Way Partnership

Your Advisor, Your CPA, and the Power of the Three-Way Partnership
Most advisors and CPAs never speak and that gap costs clients money. Here's how proactive coordination between your advisor and CPA can improve your outcomes.
read more

Don’t Let the Tax Tail Wag the Dog

Don’t Let the Tax Tail Wag the Dog
Some investors often let taxes drive poor decisions. Learn the six most common tax-driven investing mistakes—and how to keep taxes in their proper place.
read more

A Grandparent’s Guide to Gifting

A Grandparent’s Guide to Gifting
The tax code is generous to grandparents who want to give. Explore the annual exclusion, direct tuition payments, 529 superfunding, and more for 2026.
read more
Subscribe

Sign up for our newsletter

Have questions? We’d love to hear them.

Contact Us