Category: Letters

An update on the current banking crisis and a list of frequently asked questions.

Kawika Shoji shares his personal journey from professional volleyball to the financial world in hopes that it will inspire and help readers understand more about the team and the transition.

On Regency Capital's second anniversary, Neil Rose reflects on the firm's progress, performance, and risk. He also offers his "no brainer" solution for managing cash.

Why higher interest rates and the worst year ever for bond and 60/40-type investors are cause for optimism at Regency Capital.

On behalf of Regency Capital, I am proud to announce Kawika Shoji has joined the firm as a financial advisor and portfolio manager. 

While pleased with the gains from 2021, the developments across strategies in 2022 have been even more encouraging. Neil Rose looks at the current positioning in the context of clients’ longer-term financial goals and concluded 2022 has actually improved their financial prospects.

You may have recently received a notice from your brokerage regarding the “modified Dutch tender auction” from Fairfax Financial Holdings Limited.

Stock prices are up double digits this year, with markets shrugging off the global pandemic and rising inflation. Most fixed-income (bond) indexes are slightly down year-to-date.

I can happily announce Kayla De Leon has joined Regency Capital as Director of Administration. Kayla comes to us from Northwestern Mutual where she was Operations Manager, leading and implementing numerous administrative and operational processes for the firm’s Hawaii office. 

I am thrilled to introduce you to the first hires at Regency Capital, two major talents I had the pleasure of working with at Cadinha & Co. In Arthur and Olina, I feel like I got my top “draft picks.”

recently read that it has never been easier to start a business nor harder to scale one. I don’t know about the latter, but over the past three weeks, I’ve found the former is absolutely true.

To state the obvious, 2020 was a year like no other. For me, in addition to dealing with a historic pandemic and wild, bipolar stock market—I turned 40. The birthday milestone with a Covid crisis predictably meant a lot reflection, contemplation, and circumspection.