Author: Regency Capital

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

Articles | Posted on | 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.
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Podcasts
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Keeping A Float: Insurance Deep Dive

Keeping A Float: Insurance Deep Dive
Neil Rose, Kawika Shoji, and Arthur Mallet discuss the insurance industry and how Neil chooses what horses to bet on.
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Podcasts
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Mid-Year Update 2024

Mid-Year Update 2024
Neil Rose and Kawika Shoji share some thoughts on the current market environment. They touch on the election, other macro considerations, and extended trends in stock leadership.
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