Category: Articles

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.

Learn how to spot phishing emails with four clear warning signs—urgency, spoofed addresses, authority impersonation, and fake message threads. Protect your personal and financial information with simple verification steps and practical cybersecurity tips.

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.

Learn how donor‑advised funds can maximize your 2026 charitable impact with tax‑smart strategies, new giving laws, and intentional philanthropy.

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.