Insights

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.

As we close out 2025, it’s the perfect time to review strategies that can make a big impact on your financial future.

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.

The S&P 500 may be hitting new highs, but the best value could lie in smaller, overlooked companies. Explore our 2025 small cap investing outlook, why these stocks may outperform, and how we’re positioning portfolios for quality, diversification, and long-term growth.

Most money managers are guilty of only telling their side of the story—what they expect, where they see value. I know I am. But it’s always wise to know what the market itself thinks. The market is the collective wisdom (and sometimes foolishness) of the millions of self-interested buyers and sellers trading right now.

The national debt today is over $36 trillion, representing over 100% of GDP. The Congressional Budget Office (CBO) projects that the debt will exceed $52 trillion by 2035. And, if history repeats, actual numbers in 2035 will exceed estimates.

I recently reviewed the latest version of President Trump’s tax proposal, informally branded the “Big Beautiful Bill” and officially titled the One Big Beautiful Bill Act. While the name sounds more like theater than policy the proposed bill has some large ramifications for all of us.