Category: Articles

Is college still worth it? Neil Rose reflects on sending his firstborn off to school and what a degree actually means today.

Money is renewable. Time is not. Why financial planning needs to make space for the question we don't ask enough: when do we actually start enjoying it?

Insider trading in Washington has gone from hidden to brazen. What the surge in trades, prediction markets, and shrugs from regulators means for US markets.

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.