Insights
Investment Letter | October 2026
Big Tech now dominates the stock market like never before, just as rising interest rates and the return of the bond vigilantes put pressure on stocks and the economy. This letter looks at where we see value outside technology and why Treasurys and TIPS are becoming more attractive.
Sign up for our newsletter
Stay updated with the latest news and articles.
Investment Letter | October 2026
Big Tech now dominates the stock market like never before, just as rising interest rates and the return of the bond vigilantes put pressure on stocks and the economy. This letter looks at where we see value outside technology and why Treasurys and TIPS are becoming more attractive.
read more
From the Locker Room to the Family Business: Building a Championship Family Culture
An Olympic locker room and a family business have more in common than you'd think. Reflections from a weekend leading a four-generation family retreat in Hawaii — on culture, money, and what actually keeps a family together.
read more
The Colleague I Didn’t Know Was an Olympian: Kawika Shoji’s Hall of Fame Honor
Kawika Shoji is headed to the Stanford Athletics Hall of Fame — Olympic medalist, national champion, and now a financial advisor at Regency. What strikes me most isn't the résumé. It's that I got to know the person before I ever knew the highlight reel.
read more
Federal Debt Past Its Wartime Peak, Is It Time to Start Worrying?
Federal debt held by the public reaches 101% of GDP in fiscal 2026. The Congressional Budget Office projects it hits 107.7% in 2030 — surpassing the 106.1% record set in 1946 — then 120% by 2036 and 175% by 2056.
read more
