Category: Articles

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.

A spirited ode to slowing down in a sped‑up world—exploring why pens, paper, and a little analog rebellion might just reboot our brains, our kids, and our sanity.

Key insights from Desert Tech Connect on accelerating AI innovation and evolving venture capital trends shaping the future of tech.

Learn how to freeze your credit to protect against identity theft, why it’s recommended, and how to place or lift a credit freeze with all three major credit bureaus.

When people think about working with a financial advisor, they often think about investments first. While portfolio management is a very important component, it represents only part of the value we bring.

Markets remain strong but increasingly concentrated in a few tech giants. This letter discusses diversification strategies, AI-driven trends, risks of index investing, and macroeconomic factors shaping 2026.

Learn why estate planning is essential for protecting your family, assets, and legacy. Discover key documents and how to avoid probate.

A grounded take on the current bull market, investor behavior, and the long-term promise of AI.

Bringing athlete discipline to investing—insights on markets, technology, and growth to spark learning and conversation at Regency Capital.

2025 has been volatile this year, but not exceptional so. A reminder that the price for surpassing gains is discomfort.

A snapshot of the data behind today’s market narrative. Whether you're bullish, bearish, or somewhere in between, these visuals offer a view of what’s shaping sentiment and strategy.