# Wealth Management in Hawaii and Washington \| Regency Capital Management: Regency Capital Management is a private asset management and wealth advisory firm serving high net worth individuals, families and select institutions\.

> Regency Capital is a private asset management and wealth advisory firm serving high net worth individuals, families and select institutions\.

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## Pages
- [Regency Capital Management – Rational Investing, Fiduciary Excellence](https://regencycm.com/)
- [News](https://regencycm.com/news/)
- [Resources](https://regencycm.com/resources/)
- [2026 Tax Strategy Guide](https://regencycm.com/2026-tax-strategy-guide-download/)
- [About Us](https://regencycm.com/about/)

## Posts
- [Investment Letter \| April 2025](https://regencycm.com/2025/04/18/investment-letter-april-2025/): We have experienced a benign 2025 so far despite a correction in the stock market and higher volatility\. Modest stock allocations and gains in insurance stocks \(our single largest industry exposure\), gold, and newer fixed income buys have buoyed account values\.
- [Investment Letter](https://regencycm.com/2024/10/11/investment-commentary-120241011/): Returns this year have been kinder than I would have expected given our rather conservative positioning\. Stock allocations have been lower than usual, with little in information technology and internet\-related stocks, two areas that have accounted for the lion’s share of the stock market’s returns in recent years\.
- [Investment Letter \| January 2025](https://regencycm.com/2025/01/22/investment-letter-q1-2025/): 2024 was another good year for stocks overall thanks to continued strength in just a handful of the largest technology and internet companies\. The famed “Magnificent Seven” once again comprised the bulk of stocks’ overall returns\.
- [Investment Letter \| July 2026](https://regencycm.com/2026/07/13/investment-letter-july-2026/): Neil Rose, CFA on investing, July 2026: cognitive dissonance at record highs, the case for TIPS, and finding hidden tech in wide\-moat businesses\. Wealth management needs a framework\.
- [Market Contradictions Widen: A Story in 5 Charts](https://regencycm.com/2026/07/01/market-contradictions-widen-a-story-in-5-charts/): Five charts reveal widening cracks in today's market: stretched valuations, sentiment gaps, a flattening yield curve, and a surge of new IPOs\.

## Team members
- [Kawika Shoji](https://regencycm.com/team/kawika-shoji/)
- [Neil Rose, CFA](https://regencycm.com/team/neilrose/)
- [Arthur J\. Mallet](https://regencycm.com/?team=arthur-j-mallet)
- [Darienne Schoonmaker](https://regencycm.com/?team=darienne-schoonmaker)
- [Kayla Cosby](https://regencycm.com/?team=kayla-deleon)

## Categories
- [Articles](https://regencycm.com/category/articles/)
- [Letters](https://regencycm.com/category/letters/)
- [Podcasts](https://regencycm.com/category/podcasts/)
- [Videos](https://regencycm.com/category/videos/)

## Tags
- [investing](https://regencycm.com/tag/investing/)
- [stock market](https://regencycm.com/tag/stock-market/)
- [regency capital management](https://regencycm.com/tag/regency-capital-management/)
- [Neil Rose](https://regencycm.com/tag/neil-rose/)
- [investment strategy](https://regencycm.com/tag/investment-strategy/)

## Optional
- [Sitemap index](https://regencycm.com/sitemap_index.xml)