Author: Neil Rose, CFA

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.

Learn how to freeze your credit to protect against identity theft, why it’s recommended, and how to place or lift a credit freeze with all three major credit bureaus.

Reflections on Regency Capital’s first five years—core values, lessons learned, client focus, team culture, and a commitment to continuous improvement.

Markets remain strong but increasingly concentrated in a few tech giants. This letter discusses diversification strategies, AI-driven trends, risks of index investing, and macroeconomic factors shaping 2026.