Regency Capital, Author at Wealth Management in Hawaii and Washington

Investment Letter | July 2026

Letters | Jul 13, 2026 | Neil Rose, CFA

Neil Rose, CFA on investing, July 2026: cognitive dissonance at record highs, the case for TIPS, and finding hidden tech in wide-moat businesses. Wealth management needs a framework.

Podcasts

Jul 3, 2024

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

Jun 25, 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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