Author: Kawika Shoji

Kawika Shoji is an investment advisor and portfolio manager at Regency Capital Management. He advises individuals, families, retirement plans, and institutions to assess, develop, and implement their investment and financial goals.

Income More than $150,000 Last Year? There Are New Rules on Catch-Up 401(k) Contributions

Articles | Posted on | Neil Rose, CFA
If you're 50+ and earned over $150,000 last year, your catch-up 401(k) contributions must now go in as Roth money. Here's what changed and what to check.
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7 Things I’ve learned in my first 7 Months at Regency Capital Management

7 Things I’ve learned in my first 7 Months at Regency Capital Management
Kawika Shoji shares his experiences and reflections during his first seven months at Regency Capital Management.
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Finding Alignment: How My Core Values Led Me to Regency

Finding Alignment: How My Core Values Led Me to Regency
Kawika Shoji shares his personal journey from professional volleyball to the financial world in hopes that it will inspire and help readers understand more about the team and the transition.
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