Author: Neil Rose, CFA

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.

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.

The tax code is generous to grandparents who want to give. Explore the annual exclusion, direct tuition payments, 529 superfunding, and more for 2026.

We're living in the most generous estate tax environment in U.S. history. Here's what the $15M exemption means, key strategies to know, and why timing matters.

Where you live is becoming as important as how much you earn. A plain-English guide to the growing state tax divide and what it means for your finances.

The One Big Beautiful Bill is now law. Here's what changed for 2026 — new brackets, deductions, business benefits, and what went away.

With the Strait of Hormuz effectively shut down and oil prices up 50%, Regency Capital outlines the investment case for energy, fertilizer, and inflation-protected assets.

Short-term market pain is the price of long-term gains. Here's how anticipating downturns through Stoic practice and second-order thinking builds investor resilience.

Short read on current inflation trends, what they may signal for the broader economy, and why long‑term inflation risk remains an important consideration for investors.

Neil Rose deep dives into February 2026’s breakthrough moment in AI, when new autonomous models like GPT‑5.3 Codex and Claude Opus 4.6 reshaped what’s possible—unlocking self-directed agents, disrupting white‑collar work, shaking markets, and revealing both the risks and opportunities of AI’s rapid acceleration.

A spirited ode to slowing down in a sped‑up world—exploring why pens, paper, and a little analog rebellion might just reboot our brains, our kids, and our sanity.

A detailed 2025 year‑end letter from Regency Capital Management Fund L.P., providing investment performance results, commentary on market conditions, long‑term strategy, risk management philosophy, and a breakdown of current holdings.