Author: Neil Rose, CFA
Neil Rose, CFA, is the founder and CEO of Regency Capital Management.
Why Estate Planning Matters: Protect Your Family, Assets & Legacy
Learn why estate planning is essential for protecting your family, assets, and legacy. Discover key documents and how to avoid probate.
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Day One at our new firm, Regency Capital Management Inc.

To state the obvious, 2020 was a year like no other. For me, in addition to dealing with a historic pandemic and wild, bipolar stock market—I turned 40. The birthday milestone with a Covid crisis predictably meant a lot reflection, contemplation, and circumspection.
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