Insights

The SpaceX IPO arrives June 12 at a $1.75 trillion valuation. Neil Rose on getting shares, the lock-up risks, and why position sizing matters most.

“Don’t believe the degree itself matters.” A father’s frank letter to his 18-year-old son on cost, value, and what college is really for.

Neil Rose, CFA and Arthur Mallet discuss the new era of insider trading — prediction markets, congressional trading, and what it costs the U.S. market premium.

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.

2026 has already delivered two major inflection points: a generational leap in AI capability and the U.S.-Iran war. In this investment letter, Neil Rose shares why Regency Capital remains defense-first and breaks down what the Iran conflict means for oil, markets, and our current portfolio positioning.

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.